Apple is experiencing display manufacturing issues with the iPhone 15 Pro and iPhone 15 Pro Max, which may result in a limited quantity of smartphones being available at launch in September. According to rumours, the iPhone 15 Pro and iPhone 15 Pro Max will have thinner bezels than the iPhone 14 Pro models, and it is this reduction in bezel size that is causing problems.
According to The Information, Apple suppliers are employing a new display production process to reduce bezel size, which is causing issues with LG Display screens.
Apple experienced a similar issue with the Apple Watch Series 7 display size increase in 2019, which caused the gadget to be delayed by nearly a month. The LG screens fail reliability tests during the process of fusing the panel to the metal shell. Apple is modifying the design of the LG panel so that it can pass the tests, and it still has Samsung displays available for assembly.
According to The Information, Apple will not delay the release of the iPhone 15 Pro and iPhone 15 Pro Max, but will instead have fewer devices available at launch, resulting in shortages. The production fault will be most severe on the iPhone 15 Pro Max, and it appears that it will be the most difficult to obtain at launch.
It is not uncommon for at least one iPhone model to be in limited supply, and there have been launch scenarios in which the iPhone models sold out completely, leaving users waiting for months for Apple to ramp up production and satisfy demand. In this situation, Apple’s profit margins will most likely be harmed, and its Christmas quarter revenue will be lower than planned.
Previously, a report from Bank of America global securities analyst Wamsi Mohan suggested that Apple’s iPhone 15 handsets could be delayed by a “few weeks,” but he did not explain why. He seemed to have heard hints of the display manufacturing problem and assumed it would result in a delayed October debut, but The Information believes Apple will still launch in September as planned.
According to The Information, the iPhone 15 Pro models are now at the “risk ramp” manufacturing stage at Foxconn, where the business is assessing how well the handsets can be made without errors. In August, mass production is planned to commence.
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