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.

Related Roundups: iPhone 11, iPhone 11 Pro

Top Rated Comments

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8 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)
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8 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)
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8 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)
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8 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)
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8 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)
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8 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)

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