A camera lens supplier to Apple for the upcoming iPhone 12 is facing quality issues, according to a new research note from analyst Ming-Chi Kuo published by MacRumors.
Even with the supplier’s problems, it is unlikely that these issues will have an impact on Apple’s shipping schedule, assuming that the company’s other major supplier can make up the difference.
Coe says: Genius Electronic Optical has discovered shattering coatings on the wide-angle camera lens for iPhone 12 non-Pro models, measuring 5.4 inches and 6.1 inches. The problem arose during testing in High Temperature / High Humidity (HTHH), which will lead to delays in Genius’ ability to supply components for upcoming iPhones.
Another supplier to Apple for these lenses is Largan, and Kuo says: The company does not face any quality problems, indicating that Apple will be able to prioritize supplies from Largan to adhere to its launch schedule.
Even if Genius solves its problems with the camera lenses, Coe says, the company will likely need to cut its prices by about 30% as an incentive to try to reclaim the stake it will lose to Largan early on, which will negatively affect Genius’ overall profit margins.
In the conference call to announce the profits that took place last week, Apple confirmed that the iPhone 12 will be launched “in a few weeks” compared to the usual date, as the company seeks to set investor expectations for the current quarter with the transfer of launches of most or all models of iPhone 12 to The month of October pushes sales into the next fiscal quarter.
Even with a late launch, all the expected four models may not be launched at the same time, as one recent report claims that the first versions will be divided into two phases, with the 6.1-inch iPhone 12 and iPhone 12 Pro being launched first, then the 5.4-inch iPhone 12 and the iPhone. The 12 Pro measures 6.7 inches just a little later.