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.
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.
Popular Stories
Apple will likely "repeat the iPhone X story" by unveiling its foldable iPhone at the same time as the iPhone 18 Pro and iPhone 18 Pro Max, but starting foldable iPhone pre-orders at a later date, according to analyst Ming-Chi Kuo.
Kuo today said manufacturing challenges have limited early production of the foldable iPhone, which will reportedly be named iPhone Ultra. As a result, he...
Apple is developing an all-new operating system that is essentially a mix of tvOS, watchOS, and iOS, according to Bloomberg's Mark Gurman.
In a report this week, he said the operating system will feature a grid of icons, widgets, and apps, along with customizable clock faces.
The new software platform is intended for Apple's long-rumored smart home hub. With built-in facial recognition,...
Apple this year acquired Israeli startup Q.ai for close to $2 billion, according to the Financial Times. That would make this Apple's second-biggest acquisition ever, after it paid $3 billion for the popular headphone maker Beats in 2014.
This is also the largest known Apple acquisition since the company purchased Intel's smartphone modem business and patents for $1 billion in 2019.
Q.ai...
