As 2018 iPhone sales worsens, parts suppliers brace for impact

The Phone parts manufacturers were initially expected to have a slower harvest or worse than earlier forecasts.

First, Apple adjusted its revenue outlook for the holiday season and announced that it will no longer report sales of iPhones, iPads and Macs. Now, the Korean publication ETNews reports that the supply chain is being hit by the market.

TrueDepth camera system maker LumenTem has cut its fourth quarter revenue outlook by the equivalent of $70 million with poor new model sales. Recent price cuts for the iPhone 8 and iPhone 7 series, which do not have features such as Face ID, have generated increased sales.

For the iPhone XS and iPhone XS Max using Samsung's OLED screen, it has been reported that since the second half of this year, chaebol has maintained only 10% to 20% of its capacity on its dedicated panel production line. This is to serve the now-defunct iPhone X after experiencing the full capacity of the entire year.

Many companies that rely on Apple's revenues mostly saw their stocks fall yesterday, although diversified companies like Samsung and LG have been able to offset the negative impact of so-called reduced orders.