https://www.cnbc.com/2017/09/15/buy-iphone-x-supply-chain-shares-kgi-says.html

KGI analyst Ming-Chi Kuo said in a note this week that investors should buy shares of firms working in Apple's supply chain to provide parts for the Apple iPhone X.

Kuo also revised his iPhone X unit shipments forecast to 40 million units for the first half of 2018. Kuo accurately predicted that Apple wouldn't sell the iPhone X in September along with the iPhone 8 and iPhone 8 Plus — it will instead ship in November. Kuo also originally expected Apple to ship 45 million to 50 million iPhone X units.