The problem now is that I heard that the 6.1-inch LCD iPhone has delayed delivery. What is the reason for this?
It’s not the first time I’ve heard about delaying the listing.
In fact, news about Apple's next-generation LCD iPhone will be delayed for one month, we can trace back to two months ago. At that time, Nikkei quoted sources close to the supply chain as saying that since July this year, Apple iPhone's two major generations of Foxconn and Heshuo will begin to assemble parts of the new OLED model, and the assembly time of LCD models will wait until August, so the time for shipment of the two OLED models from the factory It may be a month earlier than the LCD model.
At that time, Nikkei also provided details of the mass production plan for each model. The panel of the LCD model was supplied by JDI and LG Display. At that time, Foxconn will be responsible for the assembly order of 30% of the LCD model, and Heshuo is expected to obtain LCD. 60% of the order of the model. As for the reason for delaying the assembly of the LCD model, it seems that it is necessary to remove some features that have matured for several years, such as 3D Touch pressure sensitive touch, or it may be because Apple adopts a new generation LCD Full screen production has encountered bottlenecks.
At the end of June, Guo Minghao, an analyst who had not made a comeback but had accidentally reported on Apple products, once again expressed his views on Apple's three new-generation iPhones. He talked about the issue of mass production and time-to-market of LCD iPhones. I agree with the Nikkei report, but he thinks that the LCD model may be produced later, maybe until September, but the shipment is not so bad, even better than expected.
What causes the mass production to be delayed?
At that time, Guo Mingxi said that the iPhone model of the 6.1-inch LCD screen will not enter the mass production stage until September, and the production time is later. The reason is that the case is late, but it will still be released in September. As for other products that hinder mass production. The problem is that the touch screen function has a low yield, but the situation is improving. Second, the design bottleneck that integrates the original deep sensor into the LCD screen leads to high production difficulty, but it has also been alleviated.
Then, in early July, DigiTimes, a media company closely related to the electronic component supply chain, got more information on Apple's new 6.1-inch LCD version of the iPhone screen, and said why this model will delay assembly production. DigiTimes said, The LED backlight module of this LCD screen will be supplied by Nichia. The key is that Apple has made a custom request as a major customer, and ordered a 0.3t LED module.
Apple's new custom 0.3T LED module reduces the bottom screen border of the iPhone to 2.0mm - 2.5mm, no longer a large chin, matching it to OLED models. However, due to the 0.3t LED The module is more difficult to mass-produce than the mainstream 0.4t specification, mainly because the 'accuracy and stability' of the 0.3t LED module leads to insufficient capacity. It is necessary to wait until the new product production of 0.3t at a certain point in the second half of the year. Stable.
At the same time, DigiTimes also pointed out that Apple has placed almost all orders for 0.3t new capacity in the second half of this year, so this latest 6.1-inch LCD iPhone can enter the trial production phase in July, and it will start small in August. Volume production, after two months will gradually expand shipments, but will not wait until October to enter the peak year of shipments, but still delayed by about 2 months than expected. Speaking of this, combined with several major reports The answer to why the new generation of LCD iPhones may delay production is already obvious. There are three main ones:
- First, Apple determined that the mass production of the next-generation LCD iPhone was late, which affected the assembly plant's time for mass production preparation. - Furthermore, Apple designed the LCD iPhone as a 'full screen' bottom narrow border, new The 0.3t specification LED backlight module has not really broken through the technical bottleneck. The mass production has not stabilized yet, and the maturity of the LCD panel and the external touch layer is not high enough, which affects the mass production schedule. Thirdly, Apple encountered some problems in integrating the original deep-sensing camera into the LCD model for the first time. The design of the 'Liu Hai' groove has increased the production difficulty to some extent.
LCD iPhone is still expected to be available in normal time
As mentioned above, Guo Mingxi believes that the problem of low component yield and high production difficulty has now been alleviated. At the same time, DigiTimes understands that thanks to the 0.3T LED module mass production tends to be stable, 'compared with The OLED version is expected to start production in August, and the LCD version of the mass production plan is not significantly behind.
That is to say, the delay in mass production of the iPhone version of the iPhone may have become a reality, but given the problem of 'mitigation' and 'quantity production', this model is still expected to be available in normal time, but the delivery time may follow the order. The increase in the amount may be later.
In short, because the price of the new LCD iPhone is relatively affordable compared to the OLED model, the order volume may be relatively large. If the shipment is delayed, the user's waiting mood may fluctuate, and Apple may lose the previous sales volume. Opportunity. But in any case, if this model is a mobile phone that consumers think is worth starting, it will not constitute a sales obstacle. Just like the iPhone X, which was postponed last year, it will become the best-selling mobile phone in the world immediately after its launch.
Finally, let's put aside the issue of possible delivery delays. From the list of rumors below, will the new LCD iPhone be the phone you want in 2018?
- With a 6.1-inch LCD screen, 3D Touch pressure-sensitive touch may be abandoned for cost savings; - Some panels are from JDI, but most are considered to be LG's MLCD+ screens. Due to the RGBW arrangement of pixels, the screen brightness is expected to reach a new high; - The bottom of the fuselage is designed without a large chin. The bottom screen frame is reduced to 2.0mm - 2.5mm. After the bright screen, it will be similar to the chin width of the current iPhone X. It becomes the first LCD full-screen mobile phone with no chin; - almost sure Same face ID function as iPhone X, so there will be no more HOME key and fingerprint recognition function, but because it is a second-generation 3D sensor, it consumes less power and will open new application functions; - Body internal motherboard design It is possible to use SLP technology to increase battery capacity with L-type batteries, but it is less likely to save costs; - Aluminum frame, colorful color matching, as colorful as iPhone 5c, to attract young consumers who pursue individuality; Dual card dual standby version, also has a single card version, dual card version mainly attacks the Chinese market, the implementation is similar to Apple Watch; - Estimated price is between 600 and 700 US dollars