Kuo: mmWave 5G iPhones Have 'Potential Delay Risk,' Production on 6.7-Inch iPhone Delayed to October
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毎回思うけど、もはやミンチークオは社内の人なんじゃないか、とすら思えてきますね。
The mmWave iPhone will be pushed back because the design of the antenna in package (AiP) changes in early April. Additionally, the test lab is closed and can't offer qualification process services. If the pandemic can't be controlled well until July, then we think that the shipment allocation of mmWave iPhones will decrease to 5-10% from 15-20%.
Apple decided to start the online qualification process remotely and delegate more tasks to local employees for new iPhone development. The change takes time; therefore, it had caused a one-month delay in entering the engineering verification test (EVT) for all new 2H20 iPhones. We believe that there is a likelihood that new 2H20 6.1-inch and 5.4-inch iPhones will go into mass production in September. The mass production of the new 2H20 6.7-inch iPhone will be delayed to October because this model’s design is the most complicated.
