My advice: if you want an iPhone 15, order one the moment they go on sale.Ġ7/27 Update: more iPhone 15 good news courtesy of respected Apple insider Ming-Chi Kuo. Who is right remains to be seen, but with stock of new iPhones often constrained at launch coupled with these reports of supply chain and manufacturing issues, I would be surprised if there are not similar (and possibly more severe) issues this year. In contrast, Wamsi Mohan’s report did not state specific causes for the delay he reports, instead citing broader channel checks in Apple’s supply chain. That said, there is still scope for delays given that this manufacturing flaw was first surfaced by The Information, which claimed it would not delay the launch of the phones. So this gives the report a lot of credibility. It is worth noting that DSCC is headed up by Ross Young, who has arguably the most reliable track record of any Apple industry insider in recent years. The cutouts were causing dark spots to appear in the glass, which DSCC says LG Display fixed by building what is described as a “dam” around the cutout. Moreover, the report drills down into the issue itself, explaining that LG Display ran into problems making the OLED cutouts for the iPhone 15 front camera and Face ID components. A new report from Display Supply Chain Consultants claims the concerns around the LG Display-made screens for the range have been solved.Īlthough several articles have reported that LGD was having technical issues for the narrower bezels on the iPhone 15 Pro models, our supply chain sources have noted that LGD has solved those issues,” DSCC states. The iPhone 15 and iPhone 15 Plus will largely copy the design and spec sheet of the iPhone 14 Pro and Pro Max, while the whole range will swap Lightning for USB-C.Īnd yes, everyone is likely to pay a little more for these new iPhones.Ġ7/26 Update: iPhone 15 upgraders may be able to breathe a little easier today. Rounding up the leaks, iPhone 15 Pro and Pro Max buyers will get more improvements with a next-gen 3nm A17 chipset, titanium chassis, solid-state Action button and upgraded UWB, in addition to those super slim bezels. Such a delay is unlikely to dissuade eager upgraders, but it will inevitably cause long backorders up to Christmas and into the new year. That said, neither was disrupted due to a single design element, the kind of flaw which is usually ironed out in early manufacturing runs. In addition to the iPhone 12 delay, the iPhone 14 Plus was also hit by pandemic lockdowns in China, and the iPhone X was delayed two months as Apple switched to its all-new design in 2017. In isolation, late iPhone arrivals are not uncommon. The analyst projects Apple will see a $4,5BN revenue drop ($87.1BN from $91.6BN) just from these missing iPhone 15 sale weeks. In contrast, Mohan has already revised his projections for Apple’s September quarter based on the whole range being delayed. Where the two reports differ, however, is The Information believes the iPhone 15 Pro and Pro Max launches will still go ahead on time, albeit with limited stock.
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