Finisar (NASDAQ:$FNSR), a fiber-optic component supplier, saw its shares decrease by 6% at $20.58 on Friday. Yesterday, the company reported fiscal Q1 revenue beat expectations by a hair, but missed its outlook for this quarter’s results by a wide margin. The blame? A manufacturing delay in parts for so-called 3-D sensing.

Widely speculated to be a supplier to Apple Inc. (NASDAQ:$AAPL)’s incoming “iPhone X”, Finisar would bring augmented reality and facial recognition through its specs. Finisar has long been a purveyor for “ramping” the 3-D sensing business, even though the delay of the resumption of sales of optics in China has hindered production.

In a conference call last night, Finisar stated that it had to implement adjustments in how it manufactures its parts for the “vertical-cavity surface-emitting laser”. The company alluded to a single large customer, and the risk of delaying the deal.

However, most analysts are giving the company the benefit of the doubt that the deal is simply delayed, not lost. The company has seen no ratings changes, only several price target cuts.

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