iPhone 15 Release Date
Apple's highly-anticipated iPhone 15 series launch is likely to be delayed to October, pushing the smartphones past their typical early September timeframe, according to an industry insider. With a solid track record. Another leak may also reveal why.
In a research note shared with Barron's, Bank of America global securities analyst Vamsi Mohan revealed that after checking channels in Apple's supply chain, he expects the iPhone 15 release date to be in the fourth quarter. It will be in Mahi, which extends from October to December. .
Mohan is known for accurately predicting iPhone 12 delays in 2020, and this latest report is significantly more shocking, given that the former was largely (and pre-emptively) affected by the COVID-19 pandemic. According to Gui) was affected.
Interestingly, Mohan didn't give a reason for the delay, but a possible explanation emerged the same day from The Information, a consistently reliable source of Apple leaks over the years. According to The Information, the issue primarily affects the iPhone 15 Pro and iPhone 15 Pro Max, which use a new manufacturing process from LG to create super-slim new bezels.
The report states that LG displays are failing reliability tests at the point where the display is fused to the chassis, forcing Apple to change the design. According to reports, Apple has panels from Samsung that pass the test, but they aren't accessible in sufficient quantities, resulting in stock shortages at launch.
Where the two reports differ, however, is that information suggests the iPhone 15 Pro and Pro Max launches will still go ahead on time, albeit with limited stock. In contrast, Mohan has already revised his estimates for Apple's September quarter on the basis that the entire range is being delayed. Analysts project that Apple's revenue will drop by $4.5bn ($87.1bn from $91.6bn) just from the weeks of these missing iPhone 15 sales.
In isolation, late iPhone arrivals are not uncommon. In addition to the iPhone 12 delay, the iPhone 14 Plus was also hit by the pandemic lockdown in China, and the iPhone X was delayed by two months as Apple changed its all-new design in 2017. A single design element, the type of defect that is usually eliminated in early manufacturing runs.
Such delays are unlikely to deter those keen to upgrade, but will inevitably lead to long backorders leading up to Christmas and the New Year.
Rounding up the leaks, iPhone 15 Pro and Pro Max buyers will get further improvements with these super-slim bezels plus the next-generation 3nm A17 chipset, titanium chassis, solid-state action buttons and upgraded UWB. The iPhone 15 and iPhone 15 Plus will largely copy the design and spec sheet of the iPhone 14 Pro and Pro Max, while the entire range will swap Lightning for USB-C.
And yes, everyone is likely to pay a bit more for these new iPhones.
iPhone 15 upgraders maybe able to breathe a little easier today, A new report from display supply chain consultants claims concerns about LG Display-made screens for the range have been addressed.
Additionally, the report delves into the issue itself, stating that LG Display faced difficulties creating OLED cutouts for the iPhone 15's front camera and Face ID components.Cutouts were causes black spots to appear in glass, DSCC says LG Display fixed it by building what it described as a (dam) around the cutouts.
That said, there's still room for a delay as the manufacturing flaw was first reported by The Information, which claimed it wouldn't delay the phones' launch. In contrast, Vamsi Mohan's report cited extensive channel checks in Apple's supply chain, citing no specific reason for the delay in reporting it.
Who's right remains to be seen, but combined with these reports of supply chain and manufacturing issues often holding back stock of new iPhones at launch, I'd be surprised if similar (and likely (but not more severe) problems. My advice: If you want the iPhone 15, order it when it goes on sale.
More iPhone 15 good news courtesy of respected Apple insider by Ming-Chi. Writing on his blog, Kuo backs up recent leaks that Apple will introduce a new 48-megapixel primary camera for both the iPhone 15 and iPhone 15 Plus.
Kuo says the main obstacle to the upgrade was a production problem with the new camera's CMOS image sensor (CIS). Speaking with Apple's supply chain partners, Kuo learned that the component got the green light after Sony, the main supplier of the new sensors, was able to more than double its production capacity.
And the upgrade is big news for the iPhone 15 buyers. Last year’s iPhone 14 and iPhone 14 Plus used a 12-megapixel primary sensor, and Although megapixels are not the most important component in photo quality, the upgraded sensor will vastly increase the clarity of magnified photos.
In a research note shared with Barron's, Bank of America global securities analyst Vamsi Mohan revealed that after checking channels in Apple's supply chain, he expects the iPhone 15 release date to be in the fourth quarter. It will be in Mahi, which extends from October to December. .
Mohan is known for accurately predicting iPhone 12 delays in 2020, and this latest report is significantly more shocking, given that the former was largely (and pre-emptively) affected by the COVID-19 pandemic. According to Gui) was affected.
Interestingly, Mohan didn't give a reason for the delay, but a possible explanation emerged the same day from The Information, a consistently reliable source of Apple leaks over the years. According to The Information, the issue primarily affects the iPhone 15 Pro and iPhone 15 Pro Max, which use a new manufacturing process from LG to create super-slim new bezels.
The report states that LG displays are failing reliability tests at the point where the display is fused to the chassis, forcing Apple to change the design. According to reports, Apple has panels from Samsung that pass the test, but they aren't accessible in sufficient quantities, resulting in stock shortages at launch.
Where the two reports differ, however, is that information suggests the iPhone 15 Pro and Pro Max launches will still go ahead on time, albeit with limited stock. In contrast, Mohan has already revised his estimates for Apple's September quarter on the basis that the entire range is being delayed. Analysts project that Apple's revenue will drop by $4.5bn ($87.1bn from $91.6bn) just from the weeks of these missing iPhone 15 sales.
In isolation, late iPhone arrivals are not uncommon. In addition to the iPhone 12 delay, the iPhone 14 Plus was also hit by the pandemic lockdown in China, and the iPhone X was delayed by two months as Apple changed its all-new design in 2017. A single design element, the type of defect that is usually eliminated in early manufacturing runs.
Such delays are unlikely to deter those keen to upgrade, but will inevitably lead to long backorders leading up to Christmas and the New Year.
Rounding up the leaks, iPhone 15 Pro and Pro Max buyers will get further improvements with these super-slim bezels plus the next-generation 3nm A17 chipset, titanium chassis, solid-state action buttons and upgraded UWB. The iPhone 15 and iPhone 15 Plus will largely copy the design and spec sheet of the iPhone 14 Pro and Pro Max, while the entire range will swap Lightning for USB-C.
And yes, everyone is likely to pay a bit more for these new iPhones.
iPhone 15 upgraders maybe able to breathe a little easier today, A new report from display supply chain consultants claims concerns about LG Display-made screens for the range have been addressed.
Additionally, the report delves into the issue itself, stating that LG Display faced difficulties creating OLED cutouts for the iPhone 15's front camera and Face ID components.Cutouts were causes black spots to appear in glass, DSCC says LG Display fixed it by building what it described as a (dam) around the cutouts.
It's important to note that Ross Young, the DSCC's executive director, has the most reliable track record of any Apple industry insider for many years.
So this gives a lot of credibility to the report.That said, there's still room for a delay as the manufacturing flaw was first reported by The Information, which claimed it wouldn't delay the phones' launch. In contrast, Vamsi Mohan's report cited extensive channel checks in Apple's supply chain, citing no specific reason for the delay in reporting it.
Who's right remains to be seen, but combined with these reports of supply chain and manufacturing issues often holding back stock of new iPhones at launch, I'd be surprised if similar (and likely (but not more severe) problems. My advice: If you want the iPhone 15, order it when it goes on sale.
More iPhone 15 good news courtesy of respected Apple insider by Ming-Chi. Writing on his blog, Kuo backs up recent leaks that Apple will introduce a new 48-megapixel primary camera for both the iPhone 15 and iPhone 15 Plus.
Kuo says the main obstacle to the upgrade was a production problem with the new camera's CMOS image sensor (CIS). Speaking with Apple's supply chain partners, Kuo learned that the component got the green light after Sony, the main supplier of the new sensors, was able to more than double its production capacity.
And the upgrade is big news for the iPhone 15 buyers. Last year’s iPhone 14 and iPhone 14 Plus used a 12-megapixel primary sensor, and Although megapixels are not the most important component in photo quality, the upgraded sensor will vastly increase the clarity of magnified photos.
While both standard iPhone 15 models will again lack a dedicated zoom lens, the new 48-megapixel primary camera will record significantly more information, allowing Apple to crop into the photo and retain more detail. No, it won't replace a dedicated zoom lens, but it's a significant improvement given Apple's lack of interest in bringing optical zoom photography to normal iPhone models. Furthermore, Kuo's revelation backs up the conclusions of Hong Kong-based analyst Jeff Pu, an increasingly powerful voice, who originally stated in May that Apple was working on a new 48-megapixel sensor for the iPhone 15 and iPhone 15 Plus.
Last year's iPhone 14 and iPhone 14 Plus were notable for their low sales volumes in comparison to the iPhone 14 Pro and Pro Max, but Apple appears to be redressing the balance this year, bit by bit. Especially with claims of significant price increases for iPhone 15 Pro variants.
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