Kuo estimates that Apple’s supply issue with the iPhone 14 will have a minimal impact on the market


Analyst Ming-Chi Kuo has released a new rumor on Twitter stating that Apple is encountering supply challenges with the iPhone 14 series because some panel and memory vendors are experiencing a shortfall. However, it is unlikely to have a significant impact on upcoming mass production.

Supply chain problems have been previously reported. Even though Apple expected significant demand for the new lineup, DigiTimes reported at the beginning of the month that it was lowering iPhone 14 orders by 10 percent. According to the report, the problem began when three big customers of Apple’s supplier TSMC changed their orders, aggravating the semiconductor situation.

Then, in response to the story, Kuo claimed that “Apple’s small modifications for iPhone shipment predictions (single-digit increase/decrease) are usual, including new models before mass manufacturing.” “Apple doesn’t normally significantly adjust shipment projections for new iPhones (double-digit increase or decrease) before unveiling new models and validating the actual market demand and feedback,” said Kuo at the time.

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Now, Kuo continues along the same line of thought by claiming that there is a supply issue, but that this will have “a limited influence on the imminent mass production of the iPhone 14 because other vendors can replace the supply gap.”

Additionally, the analyst explains what’s going on. Samsung, according to Kuo, is “almost the only supplier for 3Q22 and can handle the iPhone 14 Pro production ramp-up requirement.” In light of the latter’s quality difficulties and Micron’s delayed certification timetable, it’s likely that both companies will begin shipping in 4Q22 at the earliest.

When it comes to the panel, both Samsung and BOE are able to “cover the initial supply gap caused by LG Display’s panel appearance problems” (iPhone 14 Max and iPhone 14, mainly the former). As far as LG Display is concerned, the issue should be resolved quickly.”

In addition, it’s interesting to note that despite Apple’s complaints about BOE’s panel quality in the iPhone 13 lineup, the manufacturer has been retained as one of Apple’s suppliers for the iPhone 14 lineup.

It’s possible Apple will unveil the iPhone 14 series in the next several months. Is there anything arousing inside you? Let us know what you think in the comments area below.

Also read: Apple sued for preventing rivals from using Apple Pay on iPhones


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