TrueDepth

Ming-Chi Kuo: improved iPhone X shipping times are not due to weak demand, but improvements in the supply chain

iPhone X shipping times saw improvements to one to two weeks across the board this week. This triggered speculation that weak demand for Apple’s latest flagship might have been the cause of these improved delivery dates.

Ming-Chi Kuo of KGI Securities refutes this speculation, instead reporting that Apple has made significant supply chain improvements that are responsible for these accelerated shipping estimates.

Is the Face ID discussion warranted or a secret case of Apple envy?

Whenever a significant new technology is incorporated into mainstream mobile phones, such upgrade should naturally be fair game for scrutiny and critique. Conversely, if by objective standards the new arrival clears all bars, I can think of two reasons why it feels critical to acknowledge the innovative work done by its originators: because for one that credit has been hard earned and - looking at the bigger picture - sowing doubt about a feature that will inevitably saturate most phones in the market is only going to needlessly unsettle the consumer in the long run.