Rumors surrounding the upcoming iPhone 15 Pro and iPhone 15 Pro Max have surfaced, suggesting that Apple is encountering issues with its new display manufacturing process. The problem is related to the attempt to reduce the bezel size on these models, resulting in complications with displays produced by LG Display. This manufacturing challenge could potentially lead to supply shortages at the launch of the new iPhones.
Display Manufacturing Challenges Impacting Apple:
Apple’s suppliers have implemented a new display manufacturing technique to create slimmer bezels for the iPhone 15 Pro and iPhone 15 Pro Max. However, during the process of fusing the display to the metal shell, the LG displays are failing reliability tests. To address this, Apple is refining the design of the LG display to pass the tests. Nonetheless, the company still has displays from Samsung, which it can use for assembly.
Potential Impact on Launch and Supply:
While Apple is not expected to delay the launch of the iPhone 15 Pro models, the manufacturing issue may lead to fewer units being available at the time of release. As a result, the iPhone 15 Pro Max is likely to face the most significant challenges, making it harder to obtain during the initial launch phase. This is not an uncommon situation for Apple, as previous iPhone models have experienced supply shortages upon release.
Analyst Reports and Predictions:
A report from Bank of America global securities analyst Wamsi Mohan hinted at possible delays for the iPhone 15 devices by a “few weeks.” Although the reason for the delay was not specified in the report, it aligns with the display manufacturing issue mentioned in The Information’s report. Despite these concerns, The Information believes Apple will still stick to its usual September launch timeline for the new iPhones.
Manufacturing Status and Mass Production:
As per The Information, the iPhone 15 Pro models are currently in the “risk ramp” manufacturing stage at Foxconn, where the reliability of device production without defects is being tested. Mass production of the new iPhones is anticipated to commence in August.