Saturday, 25 November 2017

Faster iPhone X delivery times due to improved production, not weak demand

With Apple iPhone X delivery times down to 1 to 2 weeks on new orders, the reason for the quicker delivery times depends on your world view. If you're not an Apple fan, you say that delivery times are dropping because no one is buying the phone. If you're an Apple fan, you might take the opinion that Apple has finally figured out to produce the tenth anniversary model at a faster pace.

A research note sent to KGI Securities clients last week by top Apple analyst Ming-Chi Kuo takes the latter position and says that the faster iPhone X production has allowed Apple to as much as triple the ...

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