On its profits conference call last week, Apple confirmed that the iPhone 12 lineup will introduce “a few weeks later on” than normal, with the business looking for to set financier expectations for the existing quarter as moving the launches of many or all of the models into October would press the sales into the following fiscal quarter.
Even with the delayed launch, all 4 of the anticipated models might not go for the very same time, as one recent report declares that the launchings will be broken up into 2 phases, with the 2 6.1-inch models (non-Pro and Pro) releasing first and the 5.4-inch non-Pro and 6.7-inch Pro models launching a bit later on.
Kuo states that Genius Electronic Optical has found concerns with breaking finishings on the wide-angle camera lens predestined for the lower-end 5.4-inch and 6.1-inch iPhone 12 designs. The problem appeared during high-temperature/high-humidity (HTHH) testing, and will lead to delays to Geniuss capability to provide elements for the upcoming iPhones.
Kuo states that even if Genius does fix its problems with the video camera lenses, the business will likely need to cut its prices by about 30% as an incentive to try to claw back share it will lose to Largan early on, which will eat into Geniuss total profit margins.
Apples other provider for these lenses is Largan, and Kuo states that business is not experiencing any quality issues, suggesting that Apple will have the ability to prioritize supplies from Largan to adhere to its launch schedule.
Among Apples camera lens suppliers for the upcoming non-Pro iPhone 12 models is having quality concerns, according to a new research study note from analyst Ming-Chi Kuo seen by MacRumors. The concerns are, however, not likely to have an effect on Apples shipping schedule, presuming that Apples other main provider can comprise the distinction.
We approximate that the low-end 7P wide-angle lens, CCM, and final assembly mass production of the 5.4-inch and 6.1-inch aluminum frame iPhone will be in mid-to-late August, mid-to-late September, and early October, respectively.
