Reports indicate that the iPhone X could be delayed beyond its scheduled November 3 release date. According to Brightwire, a wire service specializing in financial news, one of the reasons for the delay is the fall in the yield rates as they are under 10% meaning that over 90% of the devices are coming out of the assembly unfit for shipping. Consequently it might take longer before Apple can the iPhone X can be produced in mass quantities to meet demand.
In Brightwire’s view production of the initial one million units of the iPhone X may not happen until December. Since one million units is a small number and is not expected to satiate the demand that is expected, eager consumers are likely to be disappointed. This could be to the advantage of the iPhone 8 Plus and the iPhone 8 since fans might give up on the iPhone X due to the delay and instead choose to buy the newest available iPhone.
“…if iPhone X availability issues persist beyond November 15 and into the holiday season, we could see some frustrated iPhone users consider switching to other offerings,” wrote Toni Sacconaghi, an analyst at Sanford C. Bernstein & Co, in a client note.
This is not the first time reports are emerging of a possible delay in the release of the iPhone X. In the course of the past few months there have been other production issues which have plagued the Apple device and this includes 3D sensor problems and low OLED panel yields.
Last week The Wall Street Journal reported that components referred to as Romeo and Juliet were causing a production snag. The components are using in the iPhone X’s facial recognition system which will let owners of the device unlock it by having their faces scanned.
Romeo and Juliet components
According to sources Romeo modules are taking longer to be assembled while it is the exact opposite with regards to the Juliet modules. This is causing a supply imbalance which is creating a bottleneck in the mass production of the device.
The Romeo module has a dot projector which employs laser technology to beam the 30,000 infra-red dots over the face of a user in order to map the unique characteristics and features of the user’s face. The Juliet module, on the other hand, is used to read the pattern that has been mapped by the Romeo Module and it does this via an infra-red camera.