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 kgi iphone x production improving rapidly as demand remains strong through holiday season
kgi: iphone x production improving rapidly as demand remains strong through holi

As the holiday shopping season officially begins, KGI’s Ming-Chi Kuo is out with a new investor note this morning touching on iPhone X demand and supply. Kuo explains in the note that while some believe the iPhone X’s quickly improving supply is due to low demand, he attributes it to production improvements with demand remaining strong…Spigen TEKA RA200 Airpods Earhooks CoverThe analyst says that Hon Hai’s shipments of iPhone X units have climbed to 440,000 to 550,000 units per day. That’s up dramatically from the 50,000 to 100,000 being shipped per day just 1-2 months ago.Suppliers are also ramping up production, with Career’s LTE antenna seeing 100 percent month-on-month growth and the Dot projection module from Sharp and LG hitting 80-90 percent production yield.Kuo said last month that

kgi: iphone x production improving rapidly as demand remains strong through holi

As the holiday shopping season officially begins, KGI’s Ming-Chi Kuo is out with a new investor note this morning touching on iPhone X demand and supply. Kuo explains in the note that while some believe the iPhone X’s quickly improving supply is due to low demand, he attributes it to production improvements with demand remaining strong…Spigen TEKA RA200 Airpods Earhooks CoverThe analyst says that Hon Hai’s shipments of iPhone X units have climbed to 440,000 to 550,000 units per day. That’s up dramatically from the 50,000 to 100,000 being shipped per day just 1-2 months ago.Suppliers are also ramping up production, with Career’s LTE antenna seeing 100 percent month-on-month growth and the Dot projection module from Sharp and LG hitting 80-90 percent production yield.Kuo said last month that

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

kgi: iphone x demand & growth strong into 2018, iphone 8 plus selling better tha

KGI this morning is out with a new investor note touching on iPhone X demand through the 2017 holiday quarter. Analyst Ming-Chi Kuo also notes the negative impact the iPhone X will have on demand for the iPhone 8, which he anticipates will sell worse than originally expected…Spigen TEKA RA200 Airpods Earhooks CoverKuo explains that iPhone X production will hit between 25 million and 27 million units during the holiday quarter, with sell through between 22 million and 24 million.Moving ahead to the first quarter of 2018, Kuo expects production to grow 35-45 percent quarter-on-quarter. The analyst sees the strong iPhone X demand continuing into 2018 based on a couple of things.For one, as more customers get their hands on the device, Kuo says potential buyers will drop their initial concerns

iphone x production picks up, bottlenecks could be resolved soon

According to a new supply check, chip vendors have reported they “were not aware” of any more production delays or shipment cutbacks. As such, shipments for the smartphone are set to grow considerably in the coming weeks.They explain: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.This doesn’t necessarily mean everyone who wants an iPhone X before the end of December will actually be able to purchase one. The same report says it might not be until the first quarter of 2018 when supply will exceed demand.Last week, Rosenblatt analyst Jun Zhang (via StreetInsider) said production on the iPhone X now ex

iphone x now ships in 2-3 weeks from apple online store

The availability of iPhone X continues to improve. The Apple Online Store is now reporting 2-3 week delivery estimates for new iPhone X orders, across both Space Gray and Silver colors on all carriers. Reports indicated that iPhone X supply would be improving throughout November, after the initial production holdups, and that is certainly corroborated here.It’s also true that the rush of early adopter demand for the phone has likely waned at this point, although the holiday shopping season is always a busy period for iPhones sales.Try Amazon Prime 30-Day Free TrialIf you are still waiting for your order to arrive, it’s probably best to sit tight. We keep hearing from readers with orders that originally promised December shipments that they were being brought forward.If you are still on the

iphone x now ships in 2-3 weeks from apple online store

The availability of iPhone X continues to improve. The Apple Online Store is now reporting 2-3 week delivery estimates for new iPhone X orders, across both Space Gray and Silver colors on all carriers. Reports indicated that iPhone X supply would be improving throughout November, after the initial production holdups, and that is certainly corroborated here.It’s also true that the rush of early adopter demand for the phone has likely waned at this point, although the holiday shopping season is always a busy period for iPhones sales.Try Amazon Prime 30-Day Free TrialIf you are still waiting for your order to arrive, it’s probably best to sit tight. We keep hearing from readers with orders that originally promised December shipments that they were being brought forward.If you are still on the

iphone x now ships in 2-3 weeks from apple online store

The availability of iPhone X continues to improve. The Apple Online Store is now reporting 2-3 week delivery estimates for new iPhone X orders, across both Space Gray and Silver colors on all carriers. Reports indicated that iPhone X supply would be improving throughout November, after the initial production holdups, and that is certainly corroborated here.It’s also true that the rush of early adopter demand for the phone has likely waned at this point, although the holiday shopping season is always a busy period for iPhones sales.Try Amazon Prime 30-Day Free TrialIf you are still waiting for your order to arrive, it’s probably best to sit tight. We keep hearing from readers with orders that originally promised December shipments that they were being brought forward.If you are still on the

iphone lcd panel supplier lg display says demand remains strong

LG Display, which makes IPS LCD displays for iPhones, says that demand from its clients remains strong despite a number of reports of sluggish iPhone 8 sales. The company’s chief financial officer made the comment while announcing an 80% increase in quarterly profits, just ahead of expectations …NordVPNReuters reports that LG expects LCD screen shipments to ‘increase by “a mid-single digit percent” in the current quarter.’“Mobile LCD panel sales have been supported, partly due to the release of the latest iPhone. And although large-size panel prices have been falling, LG has been able to hold its ground well on the strength of its premium products,” said Kim Yang-jae, an analyst at KTB Investment & Securities.LG also makes Apple Watch displays, though these are OLED rather than LCD.Apple w

iphone lcd panel supplier lg display says demand remains strong

LG Display, which makes IPS LCD displays for iPhones, says that demand from its clients remains strong despite a number of reports of sluggish iPhone 8 sales. The company’s chief financial officer made the comment while announcing an 80% increase in quarterly profits, just ahead of expectations …NordVPNReuters reports that LG expects LCD screen shipments to ‘increase by “a mid-single digit percent” in the current quarter.’“Mobile LCD panel sales have been supported, partly due to the release of the latest iPhone. And although large-size panel prices have been falling, LG has been able to hold its ground well on the strength of its premium products,” said Kim Yang-jae, an analyst at KTB Investment & Securities.LG also makes Apple Watch displays, though these are OLED rather than LCD.Apple w

iphone lcd panel supplier lg display says demand remains strong

LG Display, which makes IPS LCD displays for iPhones, says that demand from its clients remains strong despite a number of reports of sluggish iPhone 8 sales. The company’s chief financial officer made the comment while announcing an 80% increase in quarterly profits, just ahead of expectations …NordVPNReuters reports that LG expects LCD screen shipments to ‘increase by “a mid-single digit percent” in the current quarter.’“Mobile LCD panel sales have been supported, partly due to the release of the latest iPhone. And although large-size panel prices have been falling, LG has been able to hold its ground well on the strength of its premium products,” said Kim Yang-jae, an analyst at KTB Investment & Securities.LG also makes Apple Watch displays, though these are OLED rather than LCD.Apple w

iphone lcd panel supplier lg display says demand remains strong

LG Display, which makes IPS LCD displays for iPhones, says that demand from its clients remains strong despite a number of reports of sluggish iPhone 8 sales. The company’s chief financial officer made the comment while announcing an 80% increase in quarterly profits, just ahead of expectations …NordVPNReuters reports that LG expects LCD screen shipments to ‘increase by “a mid-single digit percent” in the current quarter.’“Mobile LCD panel sales have been supported, partly due to the release of the latest iPhone. And although large-size panel prices have been falling, LG has been able to hold its ground well on the strength of its premium products,” said Kim Yang-jae, an analyst at KTB Investment & Securities.LG also makes Apple Watch displays, though these are OLED rather than LCD.Apple w

tim cook touches on iphone x pre-order demand, supply issues, and more

During Apple’s fiscal fourth quarter earnings call this evening, Tim Cook touched on the supply and production issues that have plagued the iPhone X thus far. Cook explained that things are improving dramatically, but it’s hard to look too far into the future.Spigen TEKA RA200 Airpods Earhooks CoverMorgan Stanley analyst Kate Huberty asked Tim Cook and CFO Luca Maestri when Apple expects to catch up with iPhone X demand. Cook responded by explaining that the ramp for iPhone X production is going well, with week-by-week improvements in outputs.The Apple CEO, however, says it’s impossible to predict when the supply and demand balance will equal out:The ramp for iPhone X is going well, especially considering it being the most advanced iPhone created. Really happy we’re able to increase week-b

tim cook touches on iphone x pre-order demand, supply issues, and more

During Apple’s fiscal fourth quarter earnings call this evening, Tim Cook touched on the supply and production issues that have plagued the iPhone X thus far. Cook explained that things are improving dramatically, but it’s hard to look too far into the future.Spigen TEKA RA200 Airpods Earhooks CoverMorgan Stanley analyst Kate Huberty asked Tim Cook and CFO Luca Maestri when Apple expects to catch up with iPhone X demand. Cook responded by explaining that the ramp for iPhone X production is going well, with week-by-week improvements in outputs.The Apple CEO, however, says it’s impossible to predict when the supply and demand balance will equal out:The ramp for iPhone X is going well, especially considering it being the most advanced iPhone created. Really happy we’re able to increase week-b

tim cook touches on iphone x pre-order demand, supply issues, and more

During Apple’s fiscal fourth quarter earnings call this evening, Tim Cook touched on the supply and production issues that have plagued the iPhone X thus far. Cook explained that things are improving dramatically, but it’s hard to look too far into the future.Spigen TEKA RA200 Airpods Earhooks CoverMorgan Stanley analyst Kate Huberty asked Tim Cook and CFO Luca Maestri when Apple expects to catch up with iPhone X demand. Cook responded by explaining that the ramp for iPhone X production is going well, with week-by-week improvements in outputs.The Apple CEO, however, says it’s impossible to predict when the supply and demand balance will equal out:The ramp for iPhone X is going well, especially considering it being the most advanced iPhone created. Really happy we’re able to increase week-b

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