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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: 37 months ago
Good. I feel that the Iphone 5 is pretty close now!
Rating: 4 Votes
Posted: 37 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 Votes
Posted: 37 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 Votes
Posted: 37 months ago

JUST RELEASE THE F#@$ING THING ALREADY DAMN THIS IS BULL$#%+

No, Apple should take their time to get it right. Don't bungle this launch.

Only a blathering idiot would want Apple to rush this out the door.
Rating: 2 Votes
Posted: 37 months ago
If TPK can meet Apple's quota and keep their mouths shut about future product component details, they'll set new sales records. Apple will keep working with them, and old Freddie will be a hero.

If TPK leaks information about upcoming products, blatantly copies said products, and can't fulfill Apple's orders (possibly intentionally), they get thrown down the Samsung staircase. Apple will take their business elsewhere and sue TPK's pants off.

Up to you Freddie. You know what to do.
Rating: 2 Votes
Posted: 37 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 Votes
Posted: 37 months ago
Security at Foxcon is very, very tight. I've been there

There will be no product leaks from there.

-t
Rating: 2 Votes
Posted: 37 months ago



Don't forget the fourth season of Fringe too!


i had to log into the macrumors account after more than a year just to like this comment and post that i logged into like the comment :p
Rating: 1 Votes

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