Expectations for Apple's (NASDAQ: AAPL) iPhone X were always high considering Apple dubbed it the celebratory 10th-anniversary edition of the original iPhone. Some investors thought it would prompt a "super cycle," or a big wave of upgrades from users of old iPhones. But ever since the release of the iPhone X last November, there have been reports of weak demand. Some of those reports are based on how well the companies that make iPhone components are doing.