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Kuo: iPhone Production Will Not Significantly Improve Until Second Quarter of 2020

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Apple's iPhone production will not significantly improve until the second quarter of 2020, according to a research note from Apple analyst Ming-Chi Kuo obtained by MacRumors. In the past few weeks, Kuo has warned of delays and low labor return rates at Apple supplier factories in China.

‌iPhone‌ camera lens shipments from supplier Genius Electronic Optical reportedly fell significantly over the past month, and supplies are dwindling. Kuo predicts there is about a month of lens inventory remaining, with significant production resuming in May at the earliest.

Looking forward to upcoming models, Kuo predicts the 2020 iPhones will maintain the same ultra-wide lens design as the iPhone 11.

Kuo in January predicted that all of the 5G iPhones were still on track to launch in the fall of 2020. More recently, Kuo mentioned that the long-rumored "iPhone 9" or "iPhone SE 2" would still be on track to launch in the first half of 2020 despite the coronavirus outbreak.

With the effects of COVID-19 reaching global status, it remains to be seen how much more of an impact the virus will have on Apple's supply chain.

Related Roundups: iPhone 11, iPhone 11 Pro

Tags: Ming-Chi Kuo, COVID-19

Buyer's Guide: iPhone 11 (Neutral), iPhone 11 Pro (Neutral)

This article, "Kuo: iPhone Production Will Not Significantly Improve Until Second Quarter of 2020" first appeared on MacRumors.com

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iPhone Camera Supplier LG Innotek Shuts Down a Factory Due to Coronavirus Case

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iPhone camera module supplier LG Innotek has closed one of its factories after a worker tested positive for coronavirus, reports Reuters. Located in Gumi, South Korea, the factory is close to Daegu, where most of the South Korean coronavirus cases have been confirmed. A company official stated that the plant will be closed on Monday for disinfection.

The report also mentions that Samsung has also been forced to shut down one of its factories in Gumi due to a worker contracting the virus. The factory will not fully reopen until Tuesday.

LG Innotek is an important supplier for Apple, and it remains questionable as to whether or not the factory will reopen on Tuesday. If the shutdown remains brief, there will unlikely be any major impacts on ‌iPhone‌ production.

Just a few days ago, Tim Cook did an interview with Fox Business in which he expressed optimism about things returning to normal. In regards to China, Cook said it "feels to me that China is getting the coronavirus under control." Apple has even begun sending care packages to those affected in the Hubei and Wenzhou provinces in China.

Tag: COVID-19

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