Analyst: improved iPhone X shipping times due to production improvements, not a lack of demand

In a note to clients — as noted by AppleInsider — KGI analyst Ming-Chi Kuo says the improved shipping times for the iPhone X (now down to 1-2 weeks) is due to improved supply chain enhancements and parts availability, not slowing demand.

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He says that Apple's production problems have been largely overcome. The tech giant diversified LCP LTE antenna orders to include a second producer, Career, while production yields of TrueDepth's dot projector, known as the "Romeo" module, have increased. Apple manufacturer Foxconn is now producing between 450,000 to 550,000 iPhone X units per day, up from 50,000 to 150,000 in the weeks leading up to launch, Kuo says. The analyst believes fourth quarter shipments could be 10% to 20% higher than previously estimated.