Update: Yujingguang, also known as Genius Electronic Optical, has now rejected the report.
Lens Modules for Smartphone Usage Genius Electronic Optical (GSEO) has maintained that production is still running smoothly, and demand from customers of the brand handset remains normal.
Listed Apple analyst Ming-Chi Kuo reports that a quality issue has arisen when testing iPhone 12 camera lenses from one of Apple’s suppliers. Coatings on wide angle lenses were found to have cracked …
The problem was detected during a high temperature test with high humidity designed to ensure the cameras can handle use in tropical climates.
The problems happened with the camera modules intended for the non-Pro 5.4-inch and 6.1-inch models, with units made by Yujingguang. It is not yet known if the company will be able to fix the problem in time for the launch.
The good news is that the issue is not expected to further delay the launch of the iPhone 12. The report says lenses made by Apple’s other supplier, Largan, have passed the test, and the company is expected to be able to stimulate production to fill the gap. Apple has already confirmed that the iPhone 12 will go on sale ‘a few weeks later’ than usual.
While Apple will no doubt not be under the impression of failure in the iPhone 12 camera lenses, there may be a downside. Kuo believes the lens supplier will force Apple to offer a substantial discount on the agreed price to win the company back. It is believed that Apple normally pays $ 2 to $ 2.20 for the lenses, and that Yujingguang may be forced to offer them for as little as $ 1.50 if it wants orders to continue once it has resolved the issue. .
The report also implies that the non-Pro iPhone 12 models may go on sale before the Pro versions are available.
IN Digitimes report earlier this week suggested that Apple was launching a two-stage, with the two 6.1-inch models first on sale.
Apple may launch its 5G iPhones in two stages, with two 6.1-inch models in the first and two more 6.7- and 5.4-inch devices in the second, the sources said, adding that suppliers of SLP (substrate-like PCB) mainboards for the earlier models have recently started shipping, with those for the latter starting in late August.
However, Kuo’s report indicates that production of the 5.4-inch and 6.1-inch models will continue at the same time. This suggests that we may see the lower-end models for sale first, and the Pro models later. This seems like a more logical approach, and Kuo is the more reliable source, so it appears the more likely bet.
As progress of testing and production, further supply chain leaks are likely. We saw yesterday what is required as an OLED panel for one of the models, although it did not reveal anything interesting.
Dummy Model Image: Marques Brownlee
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