The iPhone 15 Pro Max could face delays due to the production of the tetraprism lens system, with changes in specification introducing more stress to the camera’s supply chain, says Ming-Chi Kuo.
On Sunday, a note from TF Securities analyst Ming-Chi Kuo advised that while the iPhone 15 Pro Max is in high demand from consumers, it faced “production challenges” that could potentially cause delays in shipments.
In a new Medium post on Monday, Kuo expanded on the comments, explaining that it was all due to the new tetraprism compact camera module used only by that iPhone module.
To counter production yield issues of the CCM from exclusive supplier LGIT, Apple has increased the specifications of the lens itself, which are provided exclusively to Largan. Due to the sudden increase in lens requirements, as well as the urgency caused by high demand, Largan has expanded its production lines for the tetraprism lens itself.
As a byproduct of the new challenges and the need for more resources, the unit price of the lens has gone up to 20%. Apple is apparently willing to accept the cost, in part due to the relatively lower cost of the defective lenses, and in part due to Largan’s reputation and “world-class production capabilities.”
If Largan cannot meet demand under the new specifications, this could lead to delays in shipments of the iPhone 15 Pro Max to retailers and consumers.
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