Yesterday Patently Apple posted a report titled "Apple Reportedly begins shipping iPhone X to Stores with Foxconn Production now up to 400,000 Units per Week." The report noted that Apple's iPhone X production had increased 4X per week from 100,000 units to 400,000. In the coming weeks production is likely to continue to make dramatic increases. Today more news is surfacing to explain why production is finally ramping up and will continue to ramp up. A new supply chain report published today states that yield rates for certain iPhone X components have improved and are becoming more stable. The shipments of the iPhone X are set to grow substantially after October, sources confirm.
The report further noted that with production yield rates for certain key components such as 3D sensing modules improving, shipments of the device have increased gradually and will meet Apple's demand ahead of the Christmas and New Year's holidays, the sources indicated," contrary to the doom and gloom rumor reports that have plagued the Apple blogosphere for weeks.
The report added that "Chip deliveries for the iPhone X have been on schedule up to now, according to sources at analog IC vendors, which claimed they started to fulfill their orders for the device as scheduled in the third quarter. They were not aware of any production delays or shipment cutbacks as alleged in media reports, according to the sources.
On the whole, chip orders for new iPhone devices will grow through the fourth quarter of 2017, and will begin to slow down in the first quarter of the following year, the sources continued.
Lastly the report cautioned that "the later availability of the iPhone X may not follow the same pattern if pre-orders for the device exceed expectations, other industry sources have remarked. There is still uncertainty about actual demand for the new Apple product, according to the sources."
Source: patently apple