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 …