HTC just can’t catch a break. They build some of the nicest phones in the world, but when things are bad, things get worse. KGI Securities just slashed its HTC One shipment estimates for the first half of 2013. They originally expected 15 million units, but now they are thinking more like 10.5 million. This drop isn’t because of demand, it’s because of “low yield rates” of some of its components, namely the compact camera module (CCM) on its UltraPixel camera as well as the phone’s voice coil motor (VCM). “We believe the production restraints that UltraPixel faces will severely limit HTC One shipments,” said KGI analyst Kuo Ming-chi.
Earlier this week, HTC reported sales of NT$11.4 billion for February, which was a 3-year low. HTC has a lot riding on the One, so this shortage is obviously bad news especially with the Galaxy S IV ready to make a huge splash next week.