The first batch of iPhone X devices has already been shipped out from Foxconn Electronics' site in Zhengzhou (Henan, China), said the sources. With production yield rates for certain key components such as 3D sensing modules improving, shipments of the device have increased gradually and will meet Apple's demand ahead of the Christmas and New Year's holidays, the sources indicated.
Chip deliveries for the new iPhone X have been on schedule thus far, according to sources at analog IC vendors. They claim to have begun fulfilling orders as scheduled in the third quarter.
They were not aware of any production delays or shipment cutbacks as alleged in media reports, according to the sources.
As usual, chip orders are expected to grow through the fourth quarter then begin to slow in Q1.
Supply of the iPhone X could still be limited if demand exceeds expectations. There is still uncertainty about the actual demand for the device, according to sources. Since the iPhone X is being released one month later than the iPhone 8/8 Plus, it's unlikely that all customer demand will be satisfied until the first quarter of 2018.
Apple will begin accepting pre-orders for the iPhone X on October 27th for a November 3rd release. Please follow iClarified on Twitter, Facebook, Google+, or RSS for updates.