Supply chain prepared for iPhone 14 to cover gaps caused by single manufacturers


Analyst Ming-Chi Kuo claims that Apple’s next iPhone has supply challenges, but the company’s huge and varied supply chain should be able to make up for short-term shortages, despite the difficulties.

On Tuesday, Kuo said in a tweet that some iPhone 14 display panel and memory vendors had “had supply challenges,” which he had learnt about very recently. Despite this, he believes it will have only a minor effect on production.

According to Kuo’s estimates, the third quarter of 2022 may see Samsung as “virtually the sole supplier” of LPDDR5 memory. It is also well-equipped to satisfy the production demand for the iPhone 14 Pro throughout the ramp-up.

Also read: MacBook Pro with M2 Pro-powered processor will be launched by Apple later this year

A year from now, two more Apple memory manufacturers, Micron and SK Hynix, are expected to begin selling memory modules to Apple retail stores. As a result, Micron’s certification process began later than expected, and SK Hynix encountered quality control issues.

It is Kuo’s opinion that LG Display has run into problems with the appearance of OLED screens. According to Kuo, Samsung and BOE are expected to make up the majority of the shortfall in supply as LG works to resolve it, a process that, according to Kuo, should not take too long.

This is the first time that BOE has been a part of Apple’s panel supply chain OLED panels for Apple’s next iPhone 14 were given the go light in July, despite the company’s previous supply problems.

When a report claimed that TSMC had reduced iPhone 14 chip orders by 10%, Kuo disputed the claim. He’s still confident in Apple’s ability to meet demand for the iPhone 14 as planned.

Apple’s next-generation smartphones, the iPhone 14 and iPhone 14 Pro, are expected to bring a slew of improvements, with many of the more advanced features being reserved for the iPhone 14 Pro. For example, an A16 processor, new pill sensor cutouts and an always-on display are all possibilities.

Also read: Apple still plans to launch the iPhone 14 MAX and Pro MAX in the fall despite being behind schedule in production


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