Oct 29, 2017

Ming-Chi Kuo: Supply For iPhone X's Key Face ID Components Now Stabilizing, Won't Affected 2018 Models

According to A new investor note is out today from Ming-Chi Kuo of KGI Securities, which the analyst said supply of components for the facial recognition system is now stable. He also explains that Apple “won’t repeat” the supply and production struggles it experienced with the iPhone X with the new 2018 iPhone models.


Kuo went on writes that shipments of the 2018 iPhone models will arrive on time and in stable supply during late Q3 of 2018. He also expects new iPhone models launching in the second half of 2018 to adopt the same wafer level optics for the TrueDepth system's dot projector, and the same 4P lens for the infrared camera, as the iPhone X.

Apple won't repeat the mistake of supply disruption & delayed production as seen with iPhone X. We believe shipments of new 2H18F iPhones will arrive on time under stable supply in late 3Q18F. And given no major spec upgrade of TrueDepth camera on these new models, we believe Apple will continue to use the same WLO for dot projector and 4P lens of infrared camera as iPhone X. We believe the supply of both components are now stable, leaving no need to switch to other solutions.

KGI notes that the report contradicts other market expectations that say the 2018 iPhones will adopt a new “hybrid lens (glass and plastics).” Doing this, he writes, would cause more supply chain problems and he believes the 2018 iPhone models “have to hit the market on time.” Previously Kuo reported that Touch ID was all-but-dead as all 2018 iPhone models would instead move on to Face ID.

Lastly, the reliable analyst recently has predicted that the iPad Pro will likely to adopt Face ID in 2018, and today’s report seems to further suggest that being the case. With the key components become more readily available thanks to supply chain improvements, it seems likely that Apple will begin expanding Face ID to the rest of its product lineup.

Via 9to5Mac And MacRumors, Image Credit MR And Techaeris

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