BofA Global Research analyst Mohan recently released a research report, believing that Apple will delay the launch of the iPhone 15 series until the fourth quarter.
The foreign technology media The Information does not agree with this view, believing that Apple will release the iPhone 15 series in September as scheduled, but due to the mass production problems of LG Display, the initial supply of Pro models is relatively tight.
▲ Picture source Apple official website
The media believes that the iPhone 15 Pro and iPhone 15 Pro Max (or iPhone 15 Ultra) have thinner borders than the iPhone 14 Pro models, causing LG Display to encounter supply problems.
Quoting the media report, Apple suppliers use a new screen production process to reduce the frame size, and LG Display encountered problems in advancing the process.
Apple encountered similar problems when it launched the Apple Watch Series 7 smartwatch in 2019, and it ended up being delayed by about a month.
According to reports, LG Display failed reliability tests during the process of attaching the screen to the metal case. Apple is tweaking LG Display’s design, but Samsung Display’s screen is already qualified and passed the test.
The Information believes that Apple will not delay the release of the iPhone 15 Pro and iPhone 15 Pro Max, but the initial supply is insufficient to meet the needs of users.
The report believes that the iPhone 15 Pro Max has the most serious impact. It is estimated that there will be insufficient stock at the beginning of the release, and consumers need to rush to buy it.
