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Apple's Component Suppliers Showing Strength on iPhone 5 Production Ramp

Filling out more detail on an earlier report about iPhone 5 component suppliers such as Largan Precision (camera lens module) and TPK (touch panel) operating at full capacity for the upcoming device, CENS/Taiwan Economic News reports that the two manufacturers have confirmed expectations of strong financial performance for the current quarter.


TPK in particular is publicly crediting the iPhone 5 for better-than-expected revenue during the month of August, suggesting the panels for the new device have been "heavily shipped" this month in advance of its public debut.
The company’s chief financial officer Freddie Liu attributed the better-than-expected revenue mainly to strong shipment of touch panels for use in iPhone 4, and implied that models for iPhone 5 have been heavily shipped this month.

Driven by the upcoming iPhone 5, Liu mentioned, the company’s sales revenue for the third quarter of this year is very likely to further grow from the second quarter to hit a record high, with gross profit rate to reach between 17% and 18% during the period.
For its part, Largan has confirmed that much of its strong performance has been due to production of 8-megapixel camera lens modules. The iPhone 5 has been widely rumored to be adopting an 8-megapixel rear camera, up from the 5-megapixel camera in the iPhone 4.
The company confirmed that the revenue growth was mainly led by increasing shipment of 8-megapixel lens modules, a higher-end product also adopted in iPhone 5.

Institutional investors projected that 8-megapixel lens modules will significantly increase in the third quarter to command nearly a 20% share of the company’s overall shipment, serving as a business drive for the months to come.
Apple's primary iPhone manufacturing partner Foxconn is said to already be producing at least 150,000 iPhone 5 units per day, stockpiling devices for installation of the final iOS 5 and packaging for a debut sometime next month.



Related roundups: iPhone 5c, iPhone 5s, iPhone 6

Top Rated Comments

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Posted: 34 months ago
JUST RELEASE THE F#@$ING THING ALREADY DAMN THIS IS BULL$#%+
Rating: 7 Positives
Posted: 34 months ago
Don't forget the fourth season of Fringe too!
Rating: 5 Positives
Posted: 34 months ago
hopefully they can announce the keynote this week. GOW 3 PLUS a key announcement might make this week the most epic week of september.::apple:
Rating: 4 Positives
Posted: 34 months ago
Good. I feel that the Iphone 5 is pretty close now!
Rating: 4 Positives
Posted: 34 months ago
The hardware has been finished for quite some time. The phone will not be shipped until iOS 5 is more solid...

-t
Rating: 3 Positives
Posted: 34 months ago

Good. I feel that the Iphone 5 is pretty close now!


I hope - I have a feeling in the end we will be surprised.
Rating: 3 Positives
Posted: 34 months ago
it's fun to "listen" to everyones mental state deteriorate when coming close to new product launch time-I'd hate to think that aliens monitor MacRumors forums-might encourage them to destroy our planet out of the fear we are unreasonable beings... :eek:
Rating: 2 Positives
Posted: 34 months ago

I hope - I have a feeling in the end we will be surprised.


One way or the other.

I really hope the lack of leaks is because Apple has made everything in its power to prevent the iPhone 4 leaks from happening again. I would still buy an iPhone 4S to replace my 3G, but all rumors on the new form factor are just marvellous.
Rating: 2 Positives
Posted: 34 months ago
Security at Foxcon is very, very tight. I've been there

There will be no product leaks from there.

-t
Rating: 2 Positives
Posted: 34 months ago
I'm scared that even with massive production numbers, there still won't be enough to go around come launch day. I'm up for an upgrade Oct 3rd and the rest of my family is up for an upgrade on Oct 21st. I hope we are all able to get one. We've been saving for months!
Rating: 2 Positives

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