The iPhone 15 Professional Max might face delays as a result of manufacturing of the tetraprism lens system, with modifications in specification introducing extra stress to the digicam’s provide chain, says Ming-Chi Kuo.
On Sunday, a be aware from TF Securities analyst Ming-Chi Kuo suggested that whereas the iPhone 15 Professional Max is in excessive demand from shoppers, it confronted “manufacturing challenges” that would doubtlessly trigger delays in shipments.
The tetraprism lens is an integral a part of the iPhone 15 Professional Max, with it growing the Telephoto digicam’s optical zoom from 3x to 5x, whereas additionally bolstering the utmost zoom as much as 25x. It’s the solely mannequin to make use of the tetraprism system, with the iPhone 15 Professional utilizing a extra typical Telephoto digicam association.
To counter manufacturing yield problems with the CCM from unique provider LGIT, Apple has elevated the specs of the lens itself, that are supplied solely to Largan. Because of the sudden enhance in lens necessities, in addition to the urgency attributable to excessive demand, Largan has expanded its manufacturing traces for the tetraprism lens itself.
As a byproduct of the brand new challenges and the necessity for extra sources, the unit value of the lens has gone as much as 20%. Apple is seemingly prepared to just accept the price, partly as a result of comparatively decrease price of the faulty lenses, and partly as a consequence of Largan’s repute and “world-class manufacturing capabilities.”
If Largan can not meet demand beneath the brand new specs, this might result in delays in shipments of the iPhone 15 Professional Max to retailers and shoppers.
Kuo provides that each the iPhone 16 Professional Max and iPhone 16 Professional are anticipated to have the tetraprism telephoto cameras. Nevertheless, if Apple maintains its increased specification necessities for the lens, it’ll “increase the entry barrier for Genius,” the second-largest lens provider to Apple.
It is proposed that Largan shall be extra prone to stay an unique or main provider for the tetraprism lens for an additional yr.