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.
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.
Popular Stories
The iPhone is Apple's top-selling product, and it gets an update every year. In 2024, we're expecting the iPhone 16 and iPhone 16 Pro lineup, with an arguably more interesting feature set than we got with the iPhone 15 and iPhone 15 Pro. Subscribe to the MacRumors YouTube channel for more videos. Capture Button All four iPhone 16 models are set to get a whole new button, which will be...
Apple is widely expected to release new iPad Air and OLED iPad Pro models in the next few weeks. According to new rumors coming out of Asia, the company will announce its new iPads on Tuesday, March 26. Chinese leaker Instant Digital on Weibo this morning 日发布%23">claimed that the date will see some sort of announcement from Apple related to new iPads, but stopped short of calling it an...
Apple suppliers will begin production of two new fourth-generation AirPods models in May, according to Bloomberg's Mark Gurman. Based on this production timeframe, he expects the headphones to be released in September or October. Gurman expects both fourth-generation AirPods models to feature a new design with better fit, improved sound quality, and an updated charging case with a USB-C...
Resale value trends suggest the iPhone SE 4 may not hold its value as well as Apple's flagship models, according to SellCell. According to the report, Apple's iPhone SE models have historically depreciated much more rapidly than the company's more premium offerings. The third-generation iPhone SE, which launched in March 2022, experienced a significant drop in resale value, losing 42.6%...
MacRumors was first to report that Apple was planning to rebrand "Apple ID" to "Apple Account" across its software platforms and websites like iCloud.com as early as this year, and now Bloomberg's Mark Gurman has corroborated this change. A mockup of the new Apple Account branding In his Power On newsletter today, Gurman said the new "Apple Account" branding will start to be used later this...
iOS 17.4.1 and iPadOS 17.4.1 should be released within the next few days, with a build number of 21E235, according to a source with a proven track record. MacRumors previously reported that Apple was internally testing iOS 17.4.1. As a minor update for the iPhone, it will likely address software bugs and/or security vulnerabilities. It is unclear if the update will include any other changes. ...
Top Rated Comments
...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.
Seems likely the 6.1" and 6.7" Pro will be a November product.