6.1 吋 iPhone will be shipped at the end of November? Pass JDI LCD panel yield is only 1%

Apple expects to launch three next-generation iPhone rumors in this year (2018). In addition to the current iPhone X (5.8 吋) upgraded version, it will also launch the iPhone X Plus with 6.5-inch OLED panel and 6.1 搭载New machine for liquid crystal panel (LCD).

Among them, about the 6.1 吋 LCD version of the new machine, recently began to spread the news that the sale time will be delayed, following the analysts said that 6.1 吋 new machine will delay the production of one month after the mass production, the Japanese website latest news It is said that due to the low yield of LCD supplier Japan Display Inc (JDI), the new 6.1 恐 machine will not be shipped until the end of November. If the content reported on the Japanese website is true, 6.1吋The new machine may have to wait until December to start selling.

Macotakara, a Japanese technology blog with high accuracy, has reported that Apple's 6.1 new machine will be equipped with JDI's 3rd generation 'Pixel Eyes' touch sensing system for 4-sided ultra-narrow bezel design. 'Full Active (see photo)' LCD panel products, but this LCD panel product is required to produce very high precision, so JDI's yield when mass production began in July was only 1%, so according to the relevant person pointed out , 6.1 吋 new machine is the fastest to wait until the end of November 2018 to ship.

If the 6.1 new machine really has to wait until the end of November to ship, its sales time will be delayed until December.

In addition to the above 6.1 new machine news, Macotakara also pointed out that Apple's next-generation iPad Pro products will use a narrow bezel design, and will cancel the 3.5mm headphone jack, the body size will also be smaller than the current model. Macotakara said, the second generation iPad Pro It will have the same size of 10.5吋 and 12.9吋 as the current model, and the second generation 10.5 will be reduced to 247.5mm (height) x178.7mm (width) x6mm (thickness), and the 12.9吋 product will be reduced to 280mm ( High) x215mm (width) x6.4mm (thickness).

According to the offer of the Harvest XQ Global Winner System, Apple fell 1.66% on the 27th, closing at 190.98 USD, which fell for the second consecutive trading day.

Japanese intelligence website taisy0 reported that Morgan Stanley analyst Katy Huberty reported on July 24 that it is expected that the new 6.1-inch iPhone released this autumn will have problems due to the production of backlight modules for LCD panels. Time may be delayed by one month, which may affect Apple's performance in the fourth quarter of 2018 (July-September 2018).

Guo Minghao, who is known as the 'bigest apple analyst on the surface,' pointed out that the next generation iPhone will be very 'colorful', of which 6.1 吋 will have 5 colors, 6.5 则 will launch gold, and competitive Under the price and new color blessing, it is expected that the new iPhone will sell 70 million during the Q4 2018 period, boosting the overall iPhone shipments will increase significantly compared with the same period last year, of which LCD models will account for 55% of sales. And it is estimated that the proportion will be further expanded in 2019.

Nikkei Asian Review reported on June 8th, according to industry sources, Apple expects the three new iPhone models to be sold this year will be the same as the current iPhone X, which will be equipped with TrueDepth for face recognition technology 'Face ID'. Camera system (3D sensing technology).

According to Yuanta Securities Investment Consulting's supply chain survey, Hon Hai (2317) will be the largest assembly plant for the 2018 version of the iPhone, and will exclusively purchase all OEM orders for the 5.8-inch OLED version and 80-90%. 6.5 吋 OLED model orders and 30% 6.1 吋 LCD version of the model orders. Heshuo will win 6.1 吋 60% of the order and 10-15% 6.5 吋 model orders; the remaining orders won by Wistron (3231) .

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