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 is scaling back its hardware shipment plans in 2026 due to DRAM shortages, Apple analyst Ming-Chi Kuo said today.
Kuo made the comment in a longer piece disputing a recent report suggesting TSMC has $1 billion of unpackaged processors waiting on memory chips that Apple has been unable to secure. Kuo said Apple plans processor production at least three months in advance based on the...
Apple is set to unveil new iPhone 18 Pro and iPhone 18 Pro Max models on Wednesday, September 9, and the devices are expected to feature a design that's largely similar to the iPhone 17 Pro models, with a peppering of enhancements inside. Major changes are not expected until next year, when Apple is expected to introduce a radically redesigned 20th-anniversary iPhone.
If you're thinking of...
Apple's biggest event of the year is almost here, and all eyes are on Cupertino. With the first foldable iPhone expected to headline Apple's "Surprise and Shine" event on Wednesday, September 9, at 10:00 a.m. Pacific Time, the rumor mill has been running full throttle, fuelled by the biggest single design change in the life of the iPhone.
To get you up to speed, here's a quick reference...
