Apple’s Orders for iPhone 12 Components Complicated by Unclear Consumer Demand

Amid the ongoing pandemic in the United States and other countries, Apple is continuing to forge ahead with work on its upcoming iPhone 12 devices, which are expected to feature 5G connectivity, new 3D cameras, and other features.


With travel restrictions to China, Apple is experiencing difficulties preparing for its new devices and placing orders for components, according to The Wall Street Journal, and one factor Apple is dealing with includes predicting consumer demand.

Apple’s new iPhones don’t come out until December, but production and preparations begin months in advance. Former employees who spoke to The Wall Street Journal said that Apple’s operations team places orders for camera module and other components in March and April, with orders based on how many iPhones Apple expects to sell in a given year.

The orders that are placed dictate how many devices Apple makes, and with the ongoing pandemic, consumer demand “has never been more unclear.” Millions of people are out of work and others live in fear that their jobs might not be available in the future, which could lead to cutbacks in new iPhone purchases.

The question of consumer demand looms large for Apple Inc. as it prepares to unveil a new low-price ‌iPhone‌ model and soon must begin ordering components for its latest flagship smartphones, which usually are launched in the fall.

The fall iPhones, which this year were expected to garner significant consumer interest because of the use of 5G wireless technology, make up a sizable portion of Apple revenue.

Many companies are struggling to determine consumer demand due to the lockdowns across the world, which have left businesses with many unknowns about what the future holds. If Apple over-orders and is stuck with extra expensive 5G modems or unsold 5G iPhones, it could cut into the company’s profit margins.

Susquehanna analyst Mehdi Hosseini told The Wall Street Journal that Apple is likely having component suppliers make ‌iPhone‌ parts as planned, and that it will reassess demand in May or June. This is in line with reports from ‌iPhone‌ suppliers like TSMC that have said Apple has not cut orders at this time.

As Apple prepares to launch new iPhones this fall, it is said to be “scrambling” to prevent product delays, and there have been mixed reports in recent weeks with conflicting information on whether or not the ‌iPhone 12‌ will launch on time. As mentioned in earlier reports from Bloomberg and The Information, Apple’s engineering team is conducting business using photographs and video calls for prototyping purposes. Apple has also allowed some engineers to take home prototypes of future products, which Apple has never previously allowed, all in an effort to continue work as usual.

Even if new 5G iPhones launch on time this fall, Apple could have a difficult time persuading customers to replace their old devices given the economic uncertainty. The low-cost ‌iPhone‌ that’s in the works, which could be priced as low as $399, could be enticing, but it won’t bring in as much money as Apple’s much more expensive flagship devices. We’ll likely learn more about Apple’s plans and the current economic impact on the company’s bottom line when it holds an earnings call later this month.

Related Roundup: iPhone 12

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Amid the ongoing pandemic in the United States and other countries, Apple is continuing to forge ahead with work on its upcoming iPhone 12 devices, which are expected to feature 5G connectivity, new 3D cameras, and other features.


With travel restrictions to China, Apple is experiencing difficulties preparing for its new devices and placing orders for components, according to The Wall Street Journal, and one factor Apple is dealing with includes predicting consumer demand.

Apple's new iPhones don't come out until December, but production and preparations begin months in advance. Former employees who spoke to The Wall Street Journal said that Apple's operations team places orders for camera module and other components in March and April, with orders based on how many iPhones Apple expects to sell in a given year.

The orders that are placed dictate how many devices Apple makes, and with the ongoing pandemic, consumer demand "has never been more unclear." Millions of people are out of work and others live in fear that their jobs might not be available in the future, which could lead to cutbacks in new iPhone purchases.
The question of consumer demand looms large for Apple Inc. as it prepares to unveil a new low-price ‌iPhone‌ model and soon must begin ordering components for its latest flagship smartphones, which usually are launched in the fall.

The fall iPhones, which this year were expected to garner significant consumer interest because of the use of 5G wireless technology, make up a sizable portion of Apple revenue.
Many companies are struggling to determine consumer demand due to the lockdowns across the world, which have left businesses with many unknowns about what the future holds. If Apple over-orders and is stuck with extra expensive 5G modems or unsold 5G iPhones, it could cut into the company's profit margins.

Susquehanna analyst Mehdi Hosseini told The Wall Street Journal that Apple is likely having component suppliers make ‌iPhone‌ parts as planned, and that it will reassess demand in May or June. This is in line with reports from ‌iPhone‌ suppliers like TSMC that have said Apple has not cut orders at this time.

As Apple prepares to launch new iPhones this fall, it is said to be "scrambling" to prevent product delays, and there have been mixed reports in recent weeks with conflicting information on whether or not the ‌iPhone 12‌ will launch on time. As mentioned in earlier reports from Bloomberg and The Information, Apple's engineering team is conducting business using photographs and video calls for prototyping purposes. Apple has also allowed some engineers to take home prototypes of future products, which Apple has never previously allowed, all in an effort to continue work as usual.

Even if new 5G iPhones launch on time this fall, Apple could have a difficult time persuading customers to replace their old devices given the economic uncertainty. The low-cost ‌iPhone‌ that's in the works, which could be priced as low as $399, could be enticing, but it won't bring in as much money as Apple's much more expensive flagship devices. We'll likely learn more about Apple's plans and the current economic impact on the company's bottom line when it holds an earnings call later this month.
Related Roundup: iPhone 12

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Foxconn Suggests There is Still Opportunity for 5G iPhones to Launch on Time

In a private conference call with investors this week, Apple supplier Foxconn suggested that there is still a possibility that 5G-enabled iPhones will launch on time this year despite pandemic-related supply chain disruptions, according to Bloomberg.


Of course, Foxconn did not mention Apple or the iPhone specifically:

“We and the customer’s engineers are trying to catch up the missing gap, after we lost some days due to travel ban. There’s opportunity and possibility that we might catch up,” Yang said. “But if there’s a further delay in the next few weeks, months, then you probably have to reconsider launching time. It’s still possible.”

The report claims that trial assembly of new iPhones typically begins in early June ahead of mass production of the devices in August, so there are still several months for Apple to catch up should pandemic restrictions begin to be eased.

With hundreds of suppliers of iPhone components, however, Apple will have to rely on more than Foxconn to ensure an on-time launch.

Prior to the pandemic, it was rumored that Apple planned to introduce four high-end iPhone 12 models with notched OLED displays and 5G support in the fall, including a 5.4-inch model, two 6.1-inch models, and a 6.7-inch model. Following in the footsteps of the new iPad Pro, some or all of the models are expected to gain a LiDAR scanner for augmented reality.

Related Roundup: iPhone 12
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In a private conference call with investors this week, Apple supplier Foxconn suggested that there is still a possibility that 5G-enabled iPhones will launch on time this year despite pandemic-related supply chain disruptions, according to Bloomberg.


Of course, Foxconn did not mention Apple or the iPhone specifically:
"We and the customer's engineers are trying to catch up the missing gap, after we lost some days due to travel ban. There's opportunity and possibility that we might catch up," Yang said. "But if there's a further delay in the next few weeks, months, then you probably have to reconsider launching time. It's still possible."
The report claims that trial assembly of new iPhones typically begins in early June ahead of mass production of the devices in August, so there are still several months for Apple to catch up should pandemic restrictions begin to be eased.

With hundreds of suppliers of iPhone components, however, Apple will have to rely on more than Foxconn to ensure an on-time launch.

Prior to the pandemic, it was rumored that Apple planned to introduce four high-end iPhone 12 models with notched OLED displays and 5G support in the fall, including a 5.4-inch model, two 6.1-inch models, and a 6.7-inch model. Following in the footsteps of the new iPad Pro, some or all of the models are expected to gain a LiDAR scanner for augmented reality.
Related Roundup: iPhone 12
Tag: Foxconn

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TSMC Reportedly ‘On Track’ to Begin Volume Production of A14 Chips for iPhones Despite Pandemic

TSMC is “on track” to begin volume production of 5nm chips in April, despite “recent speculation” indicating that the foundry had been requested by Apple to defer production of A14 processors by one or two quarters, according to DigiTimes.


A paywalled preview of the report claims that TSMC’s manufacturing lines remain fully booked for 5nm chips amid the current pandemic.

TSMC has been Apple’s exclusive supplier of A-series chips since 2016, and its chips have gradually become smaller as it continues to refine its manufacturing process, benefitting performance, battery life, and thermal management on iPhones.

Apple plans to introduce four high-end iPhone 12 models with 5G support in the fall, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model, according to analyst Ming-Chi Kuo. Due to the ongoing pandemic, however, there have been conflicting reports on exactly when Apple will unveil its latest iPhones.

Related Roundup: iPhone 12
Tag: TSMC

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TSMC is "on track" to begin volume production of 5nm chips in April, despite "recent speculation" indicating that the foundry had been requested by Apple to defer production of A14 processors by one or two quarters, according to DigiTimes.


A paywalled preview of the report claims that TSMC's manufacturing lines remain fully booked for 5nm chips amid the current pandemic.

TSMC has been Apple's exclusive supplier of A-series chips since 2016, and its chips have gradually become smaller as it continues to refine its manufacturing process, benefitting performance, battery life, and thermal management on iPhones.

Apple plans to introduce four high-end iPhone 12 models with 5G support in the fall, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model, according to analyst Ming-Chi Kuo. Due to the ongoing pandemic, however, there have been conflicting reports on exactly when Apple will unveil its latest iPhones.
Related Roundup: iPhone 12
Tag: TSMC

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Bloomberg: Apple’s 5G iPhone Still on Schedule for Fall Launch, But Future Products Could Be Delayed

Apple’s 5G iPhone is still on track to launch within the company’s typical annual fall release schedule, according to a new Bloomberg report on filed on Monday.


Signs are that Apple’s Chinese-centric manufacturing — of which Hon Hai is the linchpin — is slowly getting back on track. The next iPhones with 5G wireless capabilities remain on schedule to launch in the fall, partly because mass production isn’t slated to begin until the summer, people familiar with matter have said.

Foxconn (aka Hon Hai) was forced to postpone the reopening of its main iPhone-assembly plant in Zhengzhou as strict quarantine measures remained in force, however the iPhone maker has reportedly raised signing bonuses significantly in order to attract the new workers it needs to assemble its products.

The report aligns with another one published by Bloomberg earlier the month that claimed Apple’s next flagship ‌iPhone‌ launch is still on schedule, partly because mass production isn’t due to begin until May.

Since then, we’ve seen mixed reports on the current state of Apple’s ‌5G iPhone‌ production timeline. Last week, Reuters reported that production ramp-up for the new phones has been postponed, but included the caveat that it was still possible that the iPhones could launch as scheduled.

An earlier report from Nikkei suggested that Apple is considering delaying the 2020 ‌iPhone‌ launch by months, but that no decision had been made yet, while DigiTimes claimed suppliers who make printed circuit boards for the ‌‌iPhone‌‌ had not been asked to postpone volume production for components designed for the 2020 ‌‌iPhone‌.

Apple is expected to release four so-called iPhone 12 models in the fall, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model. All of the devices are rumored to include OLED displays and support 5G, and they may sport a new design that includes more of a flat edged metal frame like the iPad Pro or ‌‌iPhone‌‌ 4.

Beyond the 2020 ‌iPhone‌, today’s report cautions that future Apple devices could yet be delayed because of disruptions to Apple’s wider supply chain network – Foxconn is just one part of Apple’s manufacturing partners, while the tech giant usually spends “months or even years” sourcing components around the world, notes Bloomberg.

According to a prediction made in December by analyst Ming-Chi Kuo, Apple plans to launch a high-end ‌iPhone‌ without a Lightning connector in the second half of 2021. The device will supposedly offer a “completely wireless experience,” although given the current state of play around the globe, whether it will arrive on schedule is another matter.

Related Roundup: iPhone 12

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Apple's 5G iPhone is still on track to launch within the company's typical annual fall release schedule, according to a new Bloomberg report on filed on Monday.

Signs are that Apple's Chinese-centric manufacturing -- of which Hon Hai is the linchpin -- is slowly getting back on track. The next iPhones with 5G wireless capabilities remain on schedule to launch in the fall, partly because mass production isn't slated to begin until the summer, people familiar with matter have said.
Foxconn (aka Hon Hai) was forced to postpone the reopening of its main iPhone-assembly plant in Zhengzhou as strict quarantine measures remained in force, however the iPhone maker has reportedly raised signing bonuses significantly in order to attract the new workers it needs to assemble its products.

The report aligns with another one published by Bloomberg earlier the month that claimed Apple's next flagship ‌iPhone‌ launch is still on schedule, partly because mass production isn't due to begin until May.

Since then, we've seen mixed reports on the current state of Apple's ‌5G iPhone‌ production timeline. Last week, Reuters reported that production ramp-up for the new phones has been postponed, but included the caveat that it was still possible that the iPhones could launch as scheduled.

An earlier report from Nikkei suggested that Apple is considering delaying the 2020 ‌iPhone‌ launch by months, but that no decision had been made yet, while DigiTimes claimed suppliers who make printed circuit boards for the ‌‌iPhone‌‌ had not been asked to postpone volume production for components designed for the 2020 ‌‌iPhone‌.

Apple is expected to release four so-called iPhone 12 models in the fall, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model. All of the devices are rumored to include OLED displays and support 5G, and they may sport a new design that includes more of a flat edged metal frame like the iPad Pro or ‌‌iPhone‌‌ 4.

Beyond the 2020 ‌iPhone‌, today's report cautions that future Apple devices could yet be delayed because of disruptions to Apple's wider supply chain network – Foxconn is just one part of Apple's manufacturing partners, while the tech giant usually spends "months or even years" sourcing components around the world, notes Bloomberg.

According to a prediction made in December by analyst Ming-Chi Kuo, Apple plans to launch a high-end ‌iPhone‌ without a Lightning connector in the second half of 2021. The device will supposedly offer a "completely wireless experience," although given the current state of play around the globe, whether it will arrive on schedule is another matter.
Related Roundup: iPhone 12

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Sources in Apple’s Supply Chain Dismiss Reports of iPhone 12 Launch Delay

Taiwanese makers of iPhone-bound printed circuit boards (PCBs) have denied reports that Apple has asked them to postpone volume production of Apple’s 2020 iPhone by two months, according to a DigiTimes paywalled article.


Taiwan’s PCB makers in the supply chain of 5G iPhones have denied reports claiming they have been asked to postpone volume production by two months in line with a likely launch delay for Apple’s new-generation devices amid the coronavirus pandemic, according to industry sources.

The rebuff follows a report earlier this week from Japanese news site Nikkei that claimed Apple was preparing to delay the launch of its 2020 ‌iPhone‌ lineup “by a few months” over fears of how well iPhones would sell in the current situation.

Nikkei‘s report suggested supply chain sources also foresaw “practical hurdles” that could push back the launch date, which was scheduled for September, and that the engineering development of the 2020 ‌iPhone‌ lineup had been affected by travel restrictions to the United States, China, and elsewhere.

In a separate DigiTimes report filed today, ‌iPhone‌ supplier Pegatron CEO SJ Liao also cited travel restrictions as a factor impacting the supply chain which manufacturers were working to overcome, although he stopped short of referring to Apple by name:

Commenting on whether the supply of its US-based client’s 5G smartphones has been disrupted, Liao noted that the client at the moment is having trouble visiting the factories to make direct supervision of manufacturing and as a result, the supply chain will need to have the new smartphones built without the client’s supervision.

However, Pegatron will keep communicating with the client to resolve any concerns it has. As for the market rumor that the client’s 5G smartphone development has also been seriously delayed because of the pandemic, Liao noted that both the client and supply chain players at the moment are mainly looking to shorten the front-end processing work for the handsets.

A recent report from Bloomberg suggested that the iPhone 12 models are still on course for a fall launch despite disruptions to Apple’s supply chain, and Foxconn this week said that it now has enough workers to meet “seasonal demand.

Rumors point to four new ‌‌iPhone‌‌ models for 2020, which will be available at various price points. All models are expected to have 5G capabilities and A14 chips, and higher-end models are expected to be equipped with new 3D camera systems like the LiDAR Scanner in new iPad Pro models.

Related Roundup: iPhone 12

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Taiwanese makers of iPhone-bound printed circuit boards (PCBs) have denied reports that Apple has asked them to postpone volume production of Apple's 2020 iPhone by two months, according to a DigiTimes paywalled article.

Taiwan's PCB makers in the supply chain of 5G iPhones have denied reports claiming they have been asked to postpone volume production by two months in line with a likely launch delay for Apple's new-generation devices amid the coronavirus pandemic, according to industry sources.
The rebuff follows a report earlier this week from Japanese news site Nikkei that claimed Apple was preparing to delay the launch of its 2020 ‌iPhone‌ lineup "by a few months" over fears of how well iPhones would sell in the current situation.

Nikkei's report suggested supply chain sources also foresaw "practical hurdles" that could push back the launch date, which was scheduled for September, and that the engineering development of the 2020 ‌iPhone‌ lineup had been affected by travel restrictions to the United States, China, and elsewhere.

In a separate DigiTimes report filed today, ‌iPhone‌ supplier Pegatron CEO SJ Liao also cited travel restrictions as a factor impacting the supply chain which manufacturers were working to overcome, although he stopped short of referring to Apple by name:
Commenting on whether the supply of its US-based client's 5G smartphones has been disrupted, Liao noted that the client at the moment is having trouble visiting the factories to make direct supervision of manufacturing and as a result, the supply chain will need to have the new smartphones built without the client's supervision.

However, Pegatron will keep communicating with the client to resolve any concerns it has. As for the market rumor that the client's 5G smartphone development has also been seriously delayed because of the pandemic, Liao noted that both the client and supply chain players at the moment are mainly looking to shorten the front-end processing work for the handsets.
A recent report from Bloomberg suggested that the iPhone 12 models are still on course for a fall launch despite disruptions to Apple's supply chain, and Foxconn this week said that it now has enough workers to meet "seasonal demand."

Rumors point to four new ‌‌iPhone‌‌ models for 2020, which will be available at various price points. All models are expected to have 5G capabilities and A14 chips, and higher-end models are expected to be equipped with new 3D camera systems like the LiDAR Scanner in new iPad Pro models.
Related Roundup: iPhone 12

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Apple Considering Delaying iPhone 12 Launch ‘by Months’

Apple is preparing to delay the launch of the 2020 iPhones expected to be equipped with 5G technology, according to sources with knowledge of Apple’s plans that spoke to Japanese news site Nikkei.


Apple has reportedly held internal discussions about the possibility of delaying the launch “by months” over fears of how well iPhones would sell in the current situation, and supply chain sources also believe that “practical hurdles” could push back the launch date, which was scheduled for September.

“Supply chain constraint aside, Apple is concerned that the current situation would significantly lower consumer appetite to upgrade their phones, which could lead to a tame reception of the first 5G iPhone,” said a source with direct knowledge of the discussion. “They need the first ‌5G iPhone‌ to be a hit.”

Apple is monitoring the outbreaks in the United States and Europe and assessing whether a delay might be necessary. A final decision could be made around May at the latest, with Apple perhaps waiting to finalize the timetable for the launch until the work from home order for its employees is lifted.

Apple this week told employees that it planned to extend the worldwide work from home order until April 8, with stores to begin opening once again in mid-April on a staggered basis. MacRumors heard from a source this morning that stores in the United States will not be among the first opened.

Nikkei says that the engineering development of the 2020 iPhone lineup has been affected by travel restrictions to the United States, China, and elsewhere. Apple was meant to work with suppliers to develop a “more concrete prototype” for the new iPhones in early March, but had to delay the collaboration until the end of the month before postponing it again. Suppliers believe that given where Apple is in the engineering process, the possibility of a delay “is looming.”

Some suppliers have, however, been told to defer their mass production schedules for about two to three months.

“We have been notified to start shipping in big volumes to meet Apple’s new product launch by the end of August, instead of like in previous years, when it would be sometime in June,” said a supplier of components related to printed circuit boards. “The change was made very recently, and that could imply that the mass production of the phone could also be delayed for months.”

At this time, suppliers have not been notified of a possible change in the production timeline and Apple is urging many of them to make up for time lost due to recent disruptions. “We are not giving up yet,” said one of the sources that spoke to Nikkei. “We are doing whatever we can to sort the issue out.”

Apple’s discussions are said to be in the early stage, and the fall launch is not “completely off the table” yet. In a worse case scenario, though, the ‌5G iPhone‌ could be postponed until 2021.

A recent report from Bloomberg suggested that the iPhone 12 models are still on course for a fall launch despite disruptions to Apple’s supply chain, and Foxconn this week said that it now has enough workers to meet “seasonal demand.”

Rumors have indicated that Apple is working on four new ‌iPhone‌ models for 2020, which will be available at various price points. All models are expected to have 5G capabilities and A14 chips, and higher-end models are expected to be equipped with new 3D camera systems like the LiDAR Scanner in new iPad Pro models.

Related Roundup: iPhone 12

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Apple is preparing to delay the launch of the 2020 iPhones expected to be equipped with 5G technology, according to sources with knowledge of Apple's plans that spoke to Japanese news site Nikkei.


Apple has reportedly held internal discussions about the possibility of delaying the launch "by months" over fears of how well iPhones would sell in the current situation, and supply chain sources also believe that "practical hurdles" could push back the launch date, which was scheduled for September.
"Supply chain constraint aside, Apple is concerned that the current situation would significantly lower consumer appetite to upgrade their phones, which could lead to a tame reception of the first 5G iPhone," said a source with direct knowledge of the discussion. "They need the first ‌5G iPhone‌ to be a hit."
Apple is monitoring the outbreaks in the United States and Europe and assessing whether a delay might be necessary. A final decision could be made around May at the latest, with Apple perhaps waiting to finalize the timetable for the launch until the work from home order for its employees is lifted.

Apple this week told employees that it planned to extend the worldwide work from home order until April 8, with stores to begin opening once again in mid-April on a staggered basis. MacRumors heard from a source this morning that stores in the United States will not be among the first opened.

Nikkei says that the engineering development of the 2020 iPhone lineup has been affected by travel restrictions to the United States, China, and elsewhere. Apple was meant to work with suppliers to develop a "more concrete prototype" for the new iPhones in early March, but had to delay the collaboration until the end of the month before postponing it again. Suppliers believe that given where Apple is in the engineering process, the possibility of a delay "is looming."

Some suppliers have, however, been told to defer their mass production schedules for about two to three months.
"We have been notified to start shipping in big volumes to meet Apple's new product launch by the end of August, instead of like in previous years, when it would be sometime in June," said a supplier of components related to printed circuit boards. "The change was made very recently, and that could imply that the mass production of the phone could also be delayed for months."
At this time, suppliers have not been notified of a possible change in the production timeline and Apple is urging many of them to make up for time lost due to recent disruptions. "We are not giving up yet," said one of the sources that spoke to Nikkei. "We are doing whatever we can to sort the issue out."

Apple's discussions are said to be in the early stage, and the fall launch is not "completely off the table" yet. In a worse case scenario, though, the ‌5G iPhone‌ could be postponed until 2021.

A recent report from Bloomberg suggested that the iPhone 12 models are still on course for a fall launch despite disruptions to Apple's supply chain, and Foxconn this week said that it now has enough workers to meet "seasonal demand."

Rumors have indicated that Apple is working on four new ‌iPhone‌ models for 2020, which will be available at various price points. All models are expected to have 5G capabilities and A14 chips, and higher-end models are expected to be equipped with new 3D camera systems like the LiDAR Scanner in new iPad Pro models.
Related Roundup: iPhone 12

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Foxconn Restaffs Factories, Says There Are Enough Workers to Meet ‘Seasonal Demand’

Foxconn has reached its recruitment goals ahead of schedule and now has enough workers to meet “seasonal demand” at all of its Chinese plants, according to a statement released Sunday that was shared by Nikkei.


Foxconn is one of Apple’s main suppliers, and the hiring information suggests Foxconn’s factories will be adequately prepared for the launch of Apple’s fall 2020 iPhones.

The factories of many Apple suppliers located in China were shut down for much of February, delaying device production. After reopening, there were staffing shortages related to quarantines and travel restrictions, resulting in factories unable to operate at peak capacity.

Foxconn said early this month that it expected to resume normal production by the end of March, and has successfully met that goal ahead of its deadline. Foxconn says that it is steadily recovering from labor shortages.

It’s been unclear how the current world situation might impact the iPhone 12, with some information suggesting travel restrictions could cause delays due to an inability for Apple’s engineers to travel to China to perfect the assembly process, but recent details shared by Bloomberg suggest the ‌iPhone 12‌ is still on track to launch this fall.

Foxconn says that it has implemented “rigorous measures” to ensure safe and healthy working conditions for its staff, offering virus tests to more than 55,000 workers, and chest x-rays for another 40,000. Foxconn is expected to hit its peak production period in July to prepare for the launch of the new iPhones.

Apple in fall 2020 is expected to launch up to four new ‌iPhone 12‌ models equipped with features that include 5G, triple-lens camera setups with 3D functionality, A14 chips, and more, with full details available in our iPhone 12 roundup.

Related Roundup: iPhone 12
Tag: Foxconn

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Foxconn has reached its recruitment goals ahead of schedule and now has enough workers to meet "seasonal demand" at all of its Chinese plants, according to a statement released Sunday that was shared by Nikkei.


Foxconn is one of Apple's main suppliers, and the hiring information suggests Foxconn's factories will be adequately prepared for the launch of Apple's fall 2020 iPhones.

The factories of many Apple suppliers located in China were shut down for much of February, delaying device production. After reopening, there were staffing shortages related to quarantines and travel restrictions, resulting in factories unable to operate at peak capacity.

Foxconn said early this month that it expected to resume normal production by the end of March, and has successfully met that goal ahead of its deadline. Foxconn says that it is steadily recovering from labor shortages.

It's been unclear how the current world situation might impact the iPhone 12, with some information suggesting travel restrictions could cause delays due to an inability for Apple's engineers to travel to China to perfect the assembly process, but recent details shared by Bloomberg suggest the ‌iPhone 12‌ is still on track to launch this fall.

Foxconn says that it has implemented "rigorous measures" to ensure safe and healthy working conditions for its staff, offering virus tests to more than 55,000 workers, and chest x-rays for another 40,000. Foxconn is expected to hit its peak production period in July to prepare for the launch of the new iPhones.

Apple in fall 2020 is expected to launch up to four new ‌iPhone 12‌ models equipped with features that include 5G, triple-lens camera setups with 3D functionality, A14 chips, and more, with full details available in our iPhone 12 roundup.
Related Roundup: iPhone 12
Tag: Foxconn

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Kuo: Sensor-Shift Image Stabilization Coming to 6.7-Inch iPhone in 2020, Periscope Lens to Follow in 2022

Apple is rumored to be planning a high-end 6.7-inch iPhone model for release in 2020, and multiple reports have indicated that the device will feature multiple rear camera improvements, including larger sensors that capture more light for better image quality.

The latest word comes from noted analyst Ming-Chi Kuo, who today said that the 6.7-inch iPhone will also feature sensor-shift image stabilization. In a research note with TF International Securities, obtained by MacRumors, Kuo predicted that the technology will expand to two to three new iPhone models in 2021.


While details are slim, sensor-shift technology could bring image stabilization to the Ultra Wide lens on future iPhones, starting with the 6.7-inch model. iPhone 11 Pro models feature optical image stabilization for both photo and video, but only when using the Wide or Telephoto lenses. Sensor-shift technology would provide a solution for this, as the stabilization would apply to the camera sensor itself and not be dependant on any specific lens.

Sensor-shifting image stabilization could also result in better shots with attachable lens accessories like the OlloClip.

Taiwanese industry publication DigiTimes also claimed that sensor-shift image stabilization technology is coming to the 6.7-inch iPhone this year, so there are now multiple sources backing this rumor. The report claimed the technology would also be available on a higher-end model of two 6.1-inch iPhones that are rumored for 2020, but as mentioned above, Kuo expects the feature to be limited to the 6.7-inch iPhone until next year.

The rumored 6.7-inch iPhone would have the largest display of any iPhone ever. The device is rumored to be slightly taller than the iPhone 11 Pro Max.

Kuo today also predicted that at least one 2022 iPhone model will feature a periscope lens, which could allow for 5x optical zoom like Huawei’s P30 Pro or even 10x optical zoom as is rumored for the device’s P40 Pro successor. iPhones currently max out at 2x optical zoom and 10x digital zoom. Optical zoom preserves the quality of a shot when zooming in, while digital zoom results in some blurriness.

Kuo claims the periscope lens will be designed by Apple in partnership with Taiwanese supplier Genius Electronic Optical.

Related Roundup: iPhone 12

This article, “Kuo: Sensor-Shift Image Stabilization Coming to 6.7-Inch iPhone in 2020, Periscope Lens to Follow in 2022” first appeared on MacRumors.com

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Apple is rumored to be planning a high-end 6.7-inch iPhone model for release in 2020, and multiple reports have indicated that the device will feature multiple rear camera improvements, including larger sensors that capture more light for better image quality.

The latest word comes from noted analyst Ming-Chi Kuo, who today said that the 6.7-inch iPhone will also feature sensor-shift image stabilization. In a research note with TF International Securities, obtained by MacRumors, Kuo predicted that the technology will expand to two to three new iPhone models in 2021.


While details are slim, sensor-shift technology could bring image stabilization to the Ultra Wide lens on future iPhones, starting with the 6.7-inch model. iPhone 11 Pro models feature optical image stabilization for both photo and video, but only when using the Wide or Telephoto lenses. Sensor-shift technology would provide a solution for this, as the stabilization would apply to the camera sensor itself and not be dependant on any specific lens.

Sensor-shifting image stabilization could also result in better shots with attachable lens accessories like the OlloClip.

Taiwanese industry publication DigiTimes also claimed that sensor-shift image stabilization technology is coming to the 6.7-inch iPhone this year, so there are now multiple sources backing this rumor. The report claimed the technology would also be available on a higher-end model of two 6.1-inch iPhones that are rumored for 2020, but as mentioned above, Kuo expects the feature to be limited to the 6.7-inch iPhone until next year.

The rumored 6.7-inch iPhone would have the largest display of any iPhone ever. The device is rumored to be slightly taller than the iPhone 11 Pro Max.

Kuo today also predicted that at least one 2022 iPhone model will feature a periscope lens, which could allow for 5x optical zoom like Huawei's P30 Pro or even 10x optical zoom as is rumored for the device's P40 Pro successor. iPhones currently max out at 2x optical zoom and 10x digital zoom. Optical zoom preserves the quality of a shot when zooming in, while digital zoom results in some blurriness.


Kuo claims the periscope lens will be designed by Apple in partnership with Taiwanese supplier Genius Electronic Optical.
Related Roundup: iPhone 12

This article, "Kuo: Sensor-Shift Image Stabilization Coming to 6.7-Inch iPhone in 2020, Periscope Lens to Follow in 2022" first appeared on MacRumors.com

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Bloomberg: iPhone 12 Still on Course for Fall Launch Despite COVID-19 Disruption

The iPhone 12 is on course for a fall launch despite disruptions to mobile manufacturing in the wake of the coronavirus outbreak, according to Bloomberg, citing people familiar with Apple’s supply chain.


Apple’s next flagship iPhones, with 5G wireless capabilities, are still on schedule to launch in the fall, although that’s partly because mass production isn’t due to begin until May, said the people. They asked not to be identified discussing private supply chain issues.

Apple typically announces its latest flagship smartphones in September, with mass production beginning in May, which usually gives assemblers and component suppliers time to manufacture and amass units for shipping later in the fall.

Earlier this month, a Bloomberg report cited Bank of America analysts claiming that Apple’s 5G iPhone could be delayed to due to the coronavirus outbreak. The analysts said Apple’s ‌‌5G iPhone‌‌ release could be delayed by a month because of restrictions put in place on Apple employees visiting China earlier in the year to perfect assembly processes with manufacturing partners like Foxconn.

Those delays had the potential to eat into the time Apple needs to finalize orders for chips and other ‌iPhone‌ components that need to be made well in advance of when full production begins. However, supply chain experts told Reuters in late February that Apple still has time to keep the ‌‌‌iPhone‌‌‌ schedule on track, despite the travel restrictions.

Apple plans to release four so-called iPhone 12 models in the fall, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model, according to analyst Ming-Chi Kuo. All of the devices are expected include OLED displays and support 5G, and they may sport a new design that includes more of a flat edged metal frame like the iPad Pro or ‌iPhone‌ 4.

Meanwhile, Apple’s new ‌iPad Pro‌ models begin shipping next week. Production of those devices likely started at the top of the year, according to Bloomberg, although DigiTimes today reports that Apple is in the process of ramping up ‌iPad Pro‌ shipments, with volume for the new tablet series from the suppliers to climb about 40 percent sequentially in the second quarter.

Apple this week set worldwide purchase limits on its newly updated ‌iPad Pro‌ and MacBook Air models, its entire range of ‌iPhone‌ models, and the Mac mini on its online stores. Apple often places purchase limits on products in some Asian countries to combat the gray market, but the expanded restrictions are thought to be an effort to balance supply and demand amid the COVID-19 pandemic.

Related Roundup: iPhone 12

This article, “Bloomberg: iPhone 12 Still on Course for Fall Launch Despite COVID-19 Disruption” first appeared on MacRumors.com

Discuss this article in our forums

The iPhone 12 is on course for a fall launch despite disruptions to mobile manufacturing in the wake of the coronavirus outbreak, according to Bloomberg, citing people familiar with Apple's supply chain.

Apple’s next flagship iPhones, with 5G wireless capabilities, are still on schedule to launch in the fall, although that's partly because mass production isn't due to begin until May, said the people. They asked not to be identified discussing private supply chain issues.
Apple typically announces its latest flagship smartphones in September, with mass production beginning in May, which usually gives assemblers and component suppliers time to manufacture and amass units for shipping later in the fall.

Earlier this month, a Bloomberg report cited Bank of America analysts claiming that Apple's 5G iPhone could be delayed to due to the coronavirus outbreak. The analysts said Apple's ‌‌5G iPhone‌‌ release could be delayed by a month because of restrictions put in place on Apple employees visiting China earlier in the year to perfect assembly processes with manufacturing partners like Foxconn.

Those delays had the potential to eat into the time Apple needs to finalize orders for chips and other ‌iPhone‌ components that need to be made well in advance of when full production begins. However, supply chain experts told Reuters in late February that Apple still has time to keep the ‌‌‌iPhone‌‌‌ schedule on track, despite the travel restrictions.

Apple plans to release four so-called iPhone 12 models in the fall, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model, according to analyst Ming-Chi Kuo. All of the devices are expected include OLED displays and support 5G, and they may sport a new design that includes more of a flat edged metal frame like the iPad Pro or ‌iPhone‌ 4.

Meanwhile, Apple's new ‌iPad Pro‌ models begin shipping next week. Production of those devices likely started at the top of the year, according to Bloomberg, although DigiTimes today reports that Apple is in the process of ramping up ‌iPad Pro‌ shipments, with volume for the new tablet series from the suppliers to climb about 40 percent sequentially in the second quarter.

Apple this week set worldwide purchase limits on its newly updated ‌iPad Pro‌ and MacBook Air models, its entire range of ‌iPhone‌ models, and the Mac mini on its online stores. Apple often places purchase limits on products in some Asian countries to combat the gray market, but the expanded restrictions are thought to be an effort to balance supply and demand amid the COVID-19 pandemic.
Related Roundup: iPhone 12

This article, "Bloomberg: iPhone 12 Still on Course for Fall Launch Despite COVID-19 Disruption" first appeared on MacRumors.com

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Rumored 5.4-Inch iPhone May Have OLED Display Supplied by China’s BOE

Chinese display maker BOE has partnered with touch panel maker General Interface Solutions as both companies aim to become suppliers of Apple’s rumored 5.4-inch iPhone, according to a paywalled report from DigiTimes.


Apple plans to release four so-called iPhone 12 models with OLED displays in the fall, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model, according to analyst Ming-Chi Kuo. All of the devices are expected to support 5G and they may sport a new design that includes more of a flat edged metal frame like the iPad Pro or iPhone 4.

The new 5.4-inch iPhone would be the smallest iPhone that Apple has ever offered with a notched display. By comparison, the iPhone 11 Pro has a 5.8-inch display and the iPhone 11 Pro Max has a 6.5-inch display. With a notch, slim bezels, and lack of a home button, the 5.4-inch iPhone would have an even smaller footprint than the 4.7-inch iPhone 8.

Whereas the highest-end iPhone 12 models are expected to sport triple-lens rear camera systems with a time-of-flight sensor for 3D sensing, mid-range models like the 5.4-inch iPhone are said to have a dual-lens array and, according to 9to5Mac, may lack 3D sensing.

Related Roundup: iPhone 12

This article, “Rumored 5.4-Inch iPhone May Have OLED Display Supplied by China’s BOE” first appeared on MacRumors.com

Discuss this article in our forums

Chinese display maker BOE has partnered with touch panel maker General Interface Solutions as both companies aim to become suppliers of Apple's rumored 5.4-inch iPhone, according to a paywalled report from DigiTimes.


Apple plans to release four so-called iPhone 12 models with OLED displays in the fall, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model, according to analyst Ming-Chi Kuo. All of the devices are expected to support 5G and they may sport a new design that includes more of a flat edged metal frame like the iPad Pro or iPhone 4.

The new 5.4-inch iPhone would be the smallest iPhone that Apple has ever offered with a notched display. By comparison, the iPhone 11 Pro has a 5.8-inch display and the iPhone 11 Pro Max has a 6.5-inch display. With a notch, slim bezels, and lack of a home button, the 5.4-inch iPhone would have an even smaller footprint than the 4.7-inch iPhone 8.

Whereas the highest-end iPhone 12 models are expected to sport triple-lens rear camera systems with a time-of-flight sensor for 3D sensing, mid-range models like the 5.4-inch iPhone are said to have a dual-lens array and, according to 9to5Mac, may lack 3D sensing.
Related Roundup: iPhone 12

This article, "Rumored 5.4-Inch iPhone May Have OLED Display Supplied by China's BOE" first appeared on MacRumors.com

Discuss this article in our forums