Samuel Rentz

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.