Kuo: iPhone Production Will Not Significantly Improve Until Second Quarter of 2020

Apple's iPhone production will not significantly improve until the second quarter of 2020, according to a research note from Apple analyst Ming-Chi Kuo obtained by MacRumors. In the past few weeks, Kuo has warned of delays and low labor return rates at Apple supplier factories in China.

iphonelineupguide b
‌iPhone‌ camera lens shipments from supplier Genius Electronic Optical reportedly fell significantly over the past month, and supplies are dwindling. Kuo predicts there is about a month of lens inventory remaining, with significant production resuming in May at the earliest.

Looking forward to upcoming models, Kuo predicts the 2020 iPhones will maintain the same ultra-wide lens design as the iPhone 11.

Kuo in January predicted that all of the 5G iPhones were still on track to launch in the fall of 2020. More recently, Kuo mentioned that the long-rumored "‌iPhone‌ 9" or "iPhone SE 2" would still be on track to launch in the first half of 2020 despite the coronavirus outbreak.

With the effects of COVID-19 reaching global status, it remains to be seen how much more of an impact the virus will have on Apple's supply chain.

Related Roundup: iPhone 11

Top Rated Comments

outskirtsofinfinity Avatar
15 months ago
Kuo seems to have a pretty solid understanding of how this virus thing is going to play out. He should brief the CDC, who still seems to be uncertain.
Score: 10 Votes (Like | Disagree)
danny842003 Avatar
15 months ago

Amazing how the 24/7 news hungry media can cause such a panic over a common cold virus. Amazing.
Yes nations are literally trashing their economies because of the media....
I’m not saying you should panic but this isn’t a common cold. Spanish flu (a common cold by your logic) killed 50m people with a much less connected word.
Score: 8 Votes (Like | Disagree)
Baymowe335 Avatar
15 months ago
Demand didn't go away. It's just on hold for some markets.

The freak out will end sooner or later.
Score: 7 Votes (Like | Disagree)
voraciousvegan Avatar
15 months ago

Amazing how the 24/7 news hungry media can cause such a panic over a common cold virus. Amazing.
Except it's not just a "common cold virus." How often does the common cold lead to pneumonia & life-threatening respiratory illness? What's amazing is people's willingness to be blind. Outbreaks have happened before in history where millions have died -- why can't they happen again?
Score: 6 Votes (Like | Disagree)
fairuz Avatar
15 months ago

it’s not a cold but just a flu. Death percentage is less than 10% of the number of people who caught it. The people who are dying already have health issues. Most people with no health issue will just show signs/symptoms of a normal flu. The influenza flu this 2019-2020 season already reach 4,800 death in the US. The flu season isn’t even over yet. Maybe you should stay indoors just to be safe.
This isn't a flu. And the average flu death rate is much, much lower. More have died from it because millions were infected, not a few tens like with coronavirus.
Score: 5 Votes (Like | Disagree)
Scottsoapbox Avatar
15 months ago

Kuo seems to have a pretty solid understanding of how this virus thing is going to play out. He should brief the CDC, who still seems to be uncertain.
It's not rocket science: closed factories don't make iPhone parts. iPhone parts needed to make iPhones.
Score: 5 Votes (Like | Disagree)

Top Stories

Top Stories 57 Feature

Top Stories: Apple Event Next Tuesday, Mini-LED iPad Pro, iPhone Rumors

Saturday April 17, 2021 6:00 am PDT by
It feels like we've been waiting forever for new Apple products, but the wait is almost over as Apple has announced a media event for next Tuesday, so make sure to tune into MacRumors for full coverage of everything Apple announces. While that was the big news this week, we also got some new details on Apple's iPhone plans for 2022 and 2023 courtesy of analyst Ming-Chi Kuo, and we also saw...
flat imac 3d 3 teal

Reliable Leaker Hints Redesigned Colorful iMac to Debut at 'Spring Loaded' Event

Saturday April 17, 2021 4:43 am PDT by
Reliable leaker known as l0vetodream has hinted that Apple may debut its rumored redesigned and colorful iMac at its "Spring Loaded" event on Tuesday, April 20. In a tweet, the leaker posted an image of Apple's logo used for marketing the upcoming event and an image of the retro rainbow Apple logo alongside the colorful lineup of G3 iMacs. Apple leaker Jon Prosser previously reported that...
third gen Apple pencil leaked video

Video of Alleged Third-Generation Apple Pencil Leaks Ahead of Apple Event

Friday April 16, 2021 6:13 am PDT by
A video purporting to be of the third-generation Apple Pencil has today been shared online, showing a glossy finish that mirrors previous leaks. New ✏️ ready to 🚢 #AppleEvent @TommyBo50387266 pic.twitter.com/s4RCDwDi5M— 漢尼斯·拉斯納 🇨🇳 (@ileakeer) April 16, 2021 The brief video from Twitter account @ileakeer, spotted by 9to5Mac, shows an Apple Pencil with a glossy finish much like the...
important battery message iphone 11

Some iPhone 11 Users Seeing Increased Battery Health Percentages After iOS 14.5 Recalibration Process

Friday April 16, 2021 6:32 am PDT by
In the sixth beta of iOS 14.5, Apple introduced a recalibration process for the battery health reporting system on the iPhone 11, iPhone 11 Pro, and iPhone 11 Pro Max to address inaccurate battery health estimates for some users. Apple said this process might take a few weeks to be completed, and now that two weeks have passed since the sixth beta of iOS 14.5 was released, some users are...
duan rui iphone 12 13 notch

New Images Show Smaller iPhone 13 Notch Compared to iPhone 12

Saturday April 17, 2021 11:38 pm PDT by
Leaker known as "DuanRui" has shared more images that could give us our best look yet at Apple's redesigned notch for the iPhone 13. The new pictures follow similar images shared by the leaker last week, but the latest shots include a comparison with the existing iPhone 12 notch. DuanRui posted three images on Twitter that apparently originate from Weibo, although source details remain...
iphone 13 pro max cads eap

iPhone 13 Series CAD Leaks Reveal Larger Camera Dimensions

Friday April 16, 2021 1:53 am PDT by
Information and alleged CADs of the upcoming iPhone 13 series, shared in a video from EverythingApplePro, indicates that Apple plans to make this year's iPhone camera module significantly bigger, likely to make way for larger sensors and sensor-shift stabilization. According to the CADs shared in the video, the iPhone 13 mini, Pro, and Pro Max camera module will all be a "perfect square."...
maxresdefault

Hands-On With Anker's MagSafe-Compatible Battery Pack

Thursday April 15, 2021 9:39 am PDT by
Anker, a company known for its range of accessories designed for Apple products, recently came out with one of the first MagSafe-compatible battery packs, so we thought we'd check it out to see how it compares to a standard battery pack. Subscribe to the MacRumors YouTube channel for more videos. Design wise, Anker's power bank looks like a typical battery pack, but it has magnets built in...
apple event spring loaded

Apple's 'Spring Loaded' Event Officially Announced for Tuesday, April 20

Tuesday April 13, 2021 9:04 am PDT by
Following an overnight leak by Siri, Apple today officially announced that it will be holding a special "Spring Loaded" event on Tuesday, April 20 at 10:00 a.m. Pacific Time at the Steve Jobs Theater on the Apple Park campus in Cupertino, California. As with all of Apple's 2020 events, the April 2021 event will be a digital-only gathering with no members of the media invited to attend in...
iphone 12 120hz thumbnail feature

LTPO Displays Supporting 120Hz Refresh Rates Again Rumored for iPhone 13 Pro Models

Friday April 16, 2021 10:01 am PDT by
The two higher-end "iPhone 13 Pro" models that are coming in 2021 are expected to use LTPO display technology to enable 120Hz refresh rates, according to display analyst Ross Young. Young reaffirmed the detail in a tweet that said he'd heard rumors about only one model featuring LTPO, which he says is inaccurate. Heard some rumors in the industry and media that there would only be one ...
apple music

Apple Music Tops Spotify With One Cent Paid Per Stream

Friday April 16, 2021 6:44 am PDT by
In a letter slated to be shared with artists today through the Apple Music for Artists dashboard, obtained by The Wall Street Journal, Apple has reportedly revealed that it pays music rights holders one cent per song streamed on Apple Music. The report claims that Apple Music's payment structure is thus roughly double what Spotify pays music rights holders per stream, which averages to about ...