Supplies for one of the three iPhones expected to launch in the autumn's annual update may be limited after another analysts say it might be a month later the start of mass production for the 6.1-inch LCD model compared to the other OLED-based versions.
"We currently do not see any delays in the ramp to Apple's upcoming flagship 5.8 inch or 6.5 inch OLED iPhones," said Morgan Stanley analyst Katy Huberty in a note set of Barrons which indicates The two models that come with the LCD version are apparently on schedule for launch later this year.
"However, suspected issues with LED backlighting have caused a 1 month delay in mass production of 6.1-inch LCD iPhone," warns the analyst. It seems that Apple had expected production problems for the new devices, with suppliers that ruled Huberty over the four weeks "down from a 6-week delay backed in the original production forecast."
A delay in mass production gives Apple's suppliers and partners less time to build iPhones in time for launch. The months immediately after the update are usually Apple's best for iPhone sales, so it's crucial to have great supplies with iPhone to sell during the vacation.
At worst, the production delay for a month may cause Apple to launch the LCD model at a later date to the OLED versions, but Apple has previously shifted the release of the products, which can easily be done. For example, iPhone 8 started shipping last September while iPhone X landed next November.
This is not the only requirement that the LCD model causes production problems. A report from the beginning of June cited "light leakage" problems with the screen, partly due to the limitations on LCD and Apple's intention to keep track of all year's models.
From a technical point of view, OLED is easily able to be cut and folded, as its ability to work without backlighting means that it can be manufactured on a somewhat flexible surface. LCD monitors need backlighting, which makes them thicker and less capable of being used for an edge-to-edge screen with rounded corners and a carved part at the top.
Apple is expected to produce three different iPhone models for 2018, with two OLED-based versions beside the 6.1-inch LCD edition. The LCD model is expected to be the cheaper model of the three, with reduced specifications to suit, while the OLED versions will continue to be premium models with high-end components.