Apple iPhone X suppliers report weak November shipments, and expect this month to be worse

November was apparently a rough month for companies that supply Apple with components for the iPhone X. On a sequential basis (month over month), camera lens manufacturer Largan Precision saw its revenue rise only 0.05%. The company expects to see revenues decline in December. This is a pattern that other iPhone X suppliers are running into. Chassis and casing supplier Catcher saw its November revenue decline 10.4%. The company that provides touch panels, General Interface Solutions, struggled through a month-over-month 15.53% revenue drop in November.

The main problem is that Apple’s component …


Faster iPhone X delivery times due to improved production, not weak demand

With Apple iPhone X delivery times down to 1 to 2 weeks on new orders, the reason for the quicker delivery times depends on your world view. If you’re not an Apple fan, you say that delivery times are dropping because no one is buying the phone. If you’re an Apple fan, you might take the opinion that Apple has finally figured out to produce the tenth anniversary model at a faster pace.

A research note sent to KGI Securities clients last week by top Apple analyst Ming-Chi Kuo takes the latter position and says that the faster iPhone X production has allowed Apple to as much as triple the …

Earnings warning hints at weak iPhone 8 sales; iPhone 7 is the most popular phone during Q3

Pegatron, one of the contract manufacturers used by Apple to assemble the iPhone, warned today that demand for the Apple iPhone 8 could be weak during the first quarter of 2018. The company said that it often experiences a seasonal slowdown during the start of a new year. Jeff Pu, an analyst at Yuanta Investment Consulting, predicts that Apple will slash orders for the iPhone 8 by 50% during the first quarter. Pegatron produces the iPhone 8 while Foxconn assembles the iPhone 8 Plus and the iPhone X. Apple contributes 60% of Pegatron’s revenue and is the company’s top customer.

In addition, …