Apple is facing quality control issues with the rear iPhone 14 camera lens, causing some lenses to crack due to a coating, Apple analyst Ming-Chi Kuo said today on Twitter. The issue has resulted in Apple reallocating iPhone 14 camera orders to a different supplier, helping mitigate the impact on device shipments later this fall.
Kuo said the impact on iPhone 14 shipments will be minimal thanks to a new supplier stepping in and hopefully addressing the issue. iPhone 14 shipments are expected to be higher than the iPhone 13 with Samsung reportedly preparing 80 million iPhone 14 display shipments for the third quarter of this year.
Mass production of the iPhone 14 series, which will include the 6.1-inch iPhone 14, 6.7-inch iPhone 14 Max, 6.1-inch iPhone 14 Pro, and 6.7-inch iPhone 14 Pro Max, is set to begin in August ahead of a launch in September. The iPhone 14 is expected to be a noteworthy upgrade on the higher-end models, which rumors suggest will feature a new pill-shaped cutout and hole to replace the notch, a 48MP rear camera, faster RAM, and an always-on display.
TSMC has been the exclusive supplier of Apple's systems-on-a-chip since 2016, but that 10-year streak could be nearing its end.
Apple supply chain analyst Ming-Chi Kuo today said that Intel has "kicked off" small-scale testing of lower-end iPhone, iPad, and Mac chip fabrication, with production expected to ramp up throughout 2027 and 2028. Kuo did not indicate exactly which of Apple's...
The iPhone 18 Pro and iPhone 18 Pro Max's all-new variable aperture lens will cost Apple 50% more than the camera unit used in current models, according to supply chain analyst Ming-Chi Kuo.
Variable aperture has been one of the most persistent iPhone camera rumors of the past few years. Kuo first flagged the feature in late 2024, and it has since been corroborated by multiple reports and...
On an earnings call in late April, Apple's CEO Tim Cook said that customer response to the MacBook Neo was "off the charts," and the popularity of the laptop has reportedly led the company to significantly boost production.
Apple supply chain analyst Ming-Chi Kuo this week said he believes that MacBook Neo shipments to Apple were doubled from an initial target of 5 million units to 10...
