Kuo: iPhone 12 Camera Lens Supplier Experiencing Quality Issues, But May Not Affect Launch Schedule

One of Apple's camera lens suppliers for the upcoming non-Pro iPhone 12 models is having quality issues, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors. The issues are, however, unlikely to have an impact on Apple's shipping schedule, presuming that Apple's other main supplier can make up the difference.

iphone12dummycameras feature
Kuo says that Genius Electronic Optical has discovered issues with cracking coatings on the wide-angle camera lens destined for the lower-end 5.4-inch and 6.1-inch ‌iPhone 12‌ models. The problem appeared during high-temperature/high-humidity (HTHH) testing, and will result in delays to Genius's ability to supply components for the upcoming iPhones.

Apple's other supplier for these lenses is Largan, and Kuo says that company is not experiencing any quality issues, indicating that Apple will be able to prioritize supplies from Largan to stick to its launch schedule.

We estimate that the low-end 7P wide-angle lens, CCM, and final assembly mass production of the 5.4-inch and 6.1-inch aluminum frame iPhone will be in mid-to-late August, mid-to-late September, and early October, respectively. We believe that in the uncertain timetable for [Genius] to solve the quality problem of film cracking, Apple will give priority to purchasing Largan’s low-end 1/2.6” 7P wide-angle lens at least in the initial supply stage to ensure that the two aluminum-framed iPhone 12 can be as scheduled.

Kuo says that even if Genius does solve its issues with the camera lenses, the company will likely need to cut its prices by about 30% as an incentive to try to claw back share it will lose to Largan early on, which will eat into Genius's overall profit margins.

On its earnings conference call last week, Apple confirmed that the iPhone 12 lineup will launch "a few weeks later" than usual, with the company seeking to set investor expectations for the current quarter as moving the launches of most or all of the models into October would push the sales into the following fiscal quarter.

Even with the delayed launch, all four of the expected models may not launch at the same time, as one recent report claims that the debuts will be broken up into two stages, with the two 6.1-inch models (non-Pro and Pro) launching first and the 5.4-inch non-Pro and 6.7-inch Pro models launching a bit later.

Related Roundup: iPhone 12
Buyer's Guide: iPhone 12 (Caution)
Related Forum: iPhone

Top Rated Comments

macduke Avatar
13 months ago
I can see the posts in the forums already: "Did you get a Genius or Largan Lens?" and "I see very faint marks on my wide angle lens, should I return it?"
Score: 15 Votes (Like | Disagree)
ThunderSkunk Avatar
13 months ago
Well, you could alway give Leica a billion dollars and see what they come up with.

...nevermind I know what they'd come up with. The same factory producing the best glass on earth, with three old swizz ladies in the corner producing about 7 lenses a month and a hundred million years of backorders.
Score: 7 Votes (Like | Disagree)
Baymowe335 Avatar
13 months ago
Not worried. Apple has the best supply chain and beat supply chain management in the world.
Score: 6 Votes (Like | Disagree)
JPack Avatar
13 months ago
Also interesting that Kuo specifically says early October for the 5.4" and 6.1" aluminum iPhone.

Seems likely the 6.1" and 6.7" Pro will be a November product.
Score: 2 Votes (Like | Disagree)
farewelwilliams Avatar
13 months ago
Unlikely to affect launch because some people are going to get duds just like they did when they had Samsung and LG make their MacBook displays.
Score: 2 Votes (Like | Disagree)
itsmilo Avatar
13 months ago
I was like why would the Apple Genius have those issues with the camera lenses? ?
Score: 1 Votes (Like | Disagree)

Top Stories

Flat 2021 MacBook Pro Mockup Feature

Unreleased Apple Macs and Apple Watches Listed in Eurasian Database Ahead of Fall Product Launches

Monday August 2, 2021 9:34 am PDT by
Apple is preparing for a slew of fall product launches according to new filings that showed up today in the Eurasian Economic Commission database. There are listings for new Mac and Apple Watch models, all of which have previously unknown model identifiers that indicate that they're upcoming devices. There are six new Apple Watch identifiers, including A2473, A2474, A2475, A2476, A2477, and...
ifixit iphone12 mini

Apple to Make Space for Larger Batteries in iPhones, iPads, and MacBooks By Adopting Slimmer Peripheral Chips

Monday August 2, 2021 2:12 am PDT by
For future iPhones, iPads, and MacBooks, Apple plans to use smaller internal components in an effort to increase the size of the device's battery, according to DigiTimes. Image Credit: iFixit Specifically, Apple plans to "significantly increase the adoption" of IPDs or integrated passive devices for the peripheral chips in its products. These news chips will be slimmer in size and allow for...
Apple watch series 5 new case material made of titanium 091019

Titanium Apple Watch Series 6 Models Currently Widely Unavailable

Sunday August 1, 2021 6:21 am PDT by
Models of the Apple Watch Series 6 with titanium cases part of the "Apple Watch Edition" collection is currently widely unavailable for pick-up in several of Apple's retail stores in the United States and is unavailable entirely for delivery in major markets. Noted by Bloomberg's Mark Gurman in the latest edition of his "Power On" newsletter, titanium models of the Apple Watch Series 6,...
General Apps Messages

Android iMessage Competitor Puts Pressure on Apple

Friday July 30, 2021 3:15 am PDT by
Google and the three major U.S. carriers, including Verizon, AT&T, and T-Mobile, will all support a new communications protocol on Android smartphones starting in 2022, a move that puts pressure on Apple to adopt a new cross-platform messaging standard and may present a challenge to iMessage. Verizon recently announced that it is planning to adopt Messages by Google as its default messaging...
REC ASA CODE2016 20160601 205816 2745

Elon Musk Reportedly Demanded to Become Apple CEO as Part of Potential Tesla Acquisition [Update: Musk Denies]

Friday July 30, 2021 9:04 am PDT by
Tesla CEO Elon Musk reportedly once demanded that he be made Apple CEO in a brief discussion of a potential acquisition with Apple's current CEO, Tim Cook. The claim comes in a new book titled "Power Play: Tesla, Elon Musk and the Bet of the Century," as reviewed by The Los Angeles Times. According to the book, during a 2016 phone call between Musk and Cook that touched on the possibility of ...
iPhone 13 Wi Fi 6E feature update

Wi-Fi 6E Explained: What It Could Mean for iPhone 13 and Beyond

Monday August 2, 2021 8:00 am PDT by
The iPhone 13 is widely expected to come with Wi-Fi 6E capabilities, and while it may seem rather nuanced to the average consumer, with only improved speeds and being "up to date" in the realm of Wi-Fi technology, it's actually a fairly significant improvement, laying the groundwork for much of what we know the future holds. To truly understand Wi-Fi 6E, MacRumors sat down for an exclusive...
magic keyboard touch id

Apple Makes Magic Keyboard With Touch ID Available for Separate Purchase

Tuesday August 3, 2021 5:22 am PDT by
Apple has made the Magic Keyboard with Touch ID, which previously was only available with the purchase of the new 24-inch iMac, available for purchase individually for $149. Apple also retails the Magic Keyboard with Touch ID and a numeric keypad for $179. A standard Magic Keyboard without Touch ID or a numeric keypad is available for $99, and a new Magic Trackpad for $129. One major...
themorningshowcarrell

Apple Decided Not to Buy Reese Witherspoon's 'Hello Sunshine' Media Company

Monday August 2, 2021 2:02 pm PDT by
Reese Witherspoon's media company "Hello Sunshine" recently courted various buyers, and while Apple was one of parties interested in buying Hello Sunshine, the Cupertino company did not end up going through with the purchase. Hello Sunshine was valued at around $900 million thanks to its involvement in popular series like The Morning Show," "Big Little Lies," and "Little Fires Everywhere,"...
COVID19 Digital Wallet Apple Wallet

Australian Government Now Offering COVID-19 Digital Vaccination Certificates for Apple Wallet

Monday August 2, 2021 12:04 am PDT by
The Australian government has introduced support for adding COVID-19 vaccination digital certificates to Apple Wallet via the Express Plus Medicare app on iOS. Image credit: Tap Down Under As spotted by Tap Down Under, users who have received two doses of either the AstraZeneca or Pfizer vaccine now have access to the digital certificate through their Medicare online account or via the Medica...
mac pro new graphics

Apple Introduces New High-End Graphics Options for Mac Pro

Tuesday August 3, 2021 7:34 am PDT by
Apple today began offering new high-end graphics upgrade options for both the tower and rack versions of the Mac Pro desktop computer. This comes on the same day that Apple started selling the Magic Keyboard with Touch ID on a standalone basis. As noted by CNN Underscored's Jake Krol, the Mac Pro can now be configured with new AMD Radeon Pro W6800X, W6800X Duo, or W6900X graphics when...