Apple analyst Ming-Chi Kuo said today on Twitter that Apple is facing quality control issues with the rear camera lens on its new iPhone 14. Some lenses are cracking, due to a coating.
Kuo says Apple has reallocated its iPhone 14 camera orders to a different supplier, which should help alleviate supply issues, lessening the problem’s impact on handset shipments this fall. Apple has transferred about 10 million lens orders from Genius to Largan.
(1/2)
One more quality issue. My latest survey indicates one of Genius's iPhone 14 rear lenses likely suffered from coating-crack (膜裂) quality issues. Apple had transferred about 10 million lens orders to Largan from Genius to avoid affecting iPhone 14 shipments. https://t.co/CsQtmHLZjy— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 27, 2022
Kuo says Apple has been able to minimize the issue’s impact on iPhone 14 shipments, thanks to the new supplier stepping in to pick up the slack. Apple is expected to ship more iPhone 14 models than they did with the iPhone 13. Samsung is reportedly preparing 90 million iPhone 14 display shipments for the third quarter of 2022.
Kuo also tweeted that some iPhone 14 panel and memory suppliers are experiencing supply issues. However, he says that should have a limited impact on the coming mass production of the iPhone 14, as other suppliers are stepping in to fill the supply gap.
