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analyst Ming Chi Kuo He says it appears that the iPhone 14’s rear lenses have caused problems for one supplier, causing Apple to adjust its component orders until the manufacturing issue is resolved.
Recently, Ming-Chi Kuo This has been reported some iPhone 14 Display and RAM manufacturers had “supply issues”, but Apple was able to turn orders into replacements. Now he says a problem with lens manufacturing has seen a similar resolution, with Apple temporarily moving the order for its components to another company.
Another quality problem. My latest survey indicates that one of Genius’s iPhone 14 rear lenses has likely suffered from crack-coating quality issues (). Apple has transferred about 10 million lens orders to Largan from Genius to avoid affecting iPhone 14 shipments. https://t.co/CsQtmHLZjy
– (Ming Chikuo) (Mingchikuo) 27 July 2022
Later in the same Twitter thread, Kuo says that any delay due to the issue will be minimal.
“The impact on iPhone 14 shipments can be almost ignored because Largan can fill the supply gap very well,” he wrote. “Lens coating cracking should be addressed within 1-2 months based on experience. But if Genius can’t handle the problem, Largan will continue to receive more requests.”
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