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Bitter and so on! IPhone X's capacity problems are bigger than expected

via:威锋网     time:2017/9/27 18:34:38     readed:229

A few days ago, iPhone 8 and iPhone 8 Plus officially listed, but as most people expect, a large number of reports show that these two models did not reproduce the previous few years of hot sales. So there are analysts believe that the advent of iPhone X, to a certain extent, affected the iPhone 8 and 8 Plus sales, after all, this is the biggest change in the history of iPhone models in recent years, waiting for a lot of potential buyers.

However, the iPhone X from the official distribution time is still very long, at least wait until October 27 to start booking. The key is that recently there are news from the supply chain, said iPhone X again delayed delivery. Because different parts suppliers are suffering from low capacity of the torture, can really be used for the production of real parts of the low proportion of poor parts, the yield of defective parts can not be used to build the iPhone X, which is the supplier Very clear, but the low yield will inevitably push up the average manufacturing cost of each product, which is no one wants to see things.

Two supply chain messages confirm that the "face ID" component is low in production capacity.

First, with the Taiwan supply chain DIGITIMES related news, claiming that the supply chain is now complaining, Apple only asked the supplier to provide 40% of the previously scheduled parts can be, but due to yield caused by low production capacity, some suppliers Even if the effort is difficult to achieve this goal. The message also said that in fact Apple seven years for the iPhone 7 also adopted a similar strategy, followed by a few months Apple asked the remaining unfinished order amount.

Although DIGITIMES did not specify what parts of the low capacity, but the report also quoted the news that the news is that Apple is watching the iPhone 8 and iPhone 8 Plus sales in order to predict the iPhone X pre-order situation. Therefore, from the side point of view DIGITIMES also proved the iPhone X components of the problem of low capacity.

Of course, ideally, most will think that Apple's supply chain is very large, it may only be a supply chain manufacturers face a bottleneck of a component, and Apple can make the number of parts order coordination to avoid In the case of certain parts shortage, some parts are overstocked.

However, the same relationship with the supply chain is closely related to the Japanese media Nikkei, given the message is more specific, claiming iPhone X purchased the "original deep camera system", including facial recognition technology used by the 3D sensor, these parts only Is the culprit. Japanese media reports mainly cited the actual situation of the two original suppliers of 3D sensors, there is a certain degree of reliability, the source said that these suppliers "are still trying to achieve a satisfactory level of production" to improve the yield.

Obviously, 3D sensor seems to be the iPhone X delayed the main bottleneck of the listing.

In this regard, before we also see the Taiwan dollar big investment analyst Jeff Pu external said, 3D sensor is the main problem facing the production of iPhone X. Jeff Pu also predicted that the iPhone X is exclusively responsible for the assembly of Hon Hai, and Hon Hai is expected to wait until the second week of October will begin a formal mass production iPhone X, October 3 weeks to start shipping from China, but the estimated November 3 after the sale of the supply will remain tight, this year's total output of 40 million only.

It has been reported that the supply of OLED panels has been limited (because Samsung is the only supplier), but the problem seems to have been resolved. Because the original Apple requires Samsung to produce 80 million this year, OLED panel, but in view of the yield of other parts, and now even if the output of only between 45 million to 55 million, this year is enough to survive this year.

However, Apple is still in the VCSEL dot matrix projector vendor to solve the problem, this is no secret. For example, Finisar, the world's largest and most technically advanced supplier of optical communication devices, said production was slowing due to changes in the VCSEL manufacturing process. The company is still studying these changes in order to balance production and manufacturing processes.

Earlier this month, Finisar was asked whether to invest more equipment to increase production capacity, its former CEO said that this is mainly related to earnings, if the yield is high, it is clear that there will be more capacity. However, although the current concern is the issue of yield, but the company is also studying how to expand production capacity of each possibility. Optimistic, the company now has only $ 30 million in revenue per quarter.

iPhone X VCSEL about $ 5 cost, so the quarterly 30 million US dollars revenue, conversion is 6 million VCSEL components, or 2 million per month. Although Finisar is only one of the three VCSEL suppliers, but in view of Apple needs 10 million level iPhone X capacity, Apple must actively help Finisar its increased production, the monthly production capacity of 2 million components is not enough to meet Apple's requirements.

In any case, parts of the yield and productivity problems can not be effectively resolved day, iPhone X more likely to spot

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