Technical issues related to the lamination process of curved OLED panels, and the adoption of a 3D sensing system may cause the delay of the new iPhone devices, said the paper.
The pull-in of orders for passive components from the supply chain is being closely watched to see if production of the new iPhones is on track for a September release. The supply chain should begin to pull in orders for passive components such as MLCCs in June.
Major suppliers included in the iPhone supply chain include TSMC, Foxconn Electronics, Pegatron Technology, Wistron, Advanced Semiconductor Engineering (ASE), Largan Precision, Cyntec and Yageo.
It's widely expected that the 10th anniversary iPhone will be a massive update. It will purportedly have a chassis made of reinforced glass with a stainless steel metal frame and an edge-to-edge display that has no bezels on the top and bottom. Additionally, the front camera, Touch ID, speaker, and other sensors will apparently be embedded into the display. Another report claims that the device would be a clear piece of glass with a next-generation OLED screen. The 5.8-inch screen is said to feature a main 5.15-inch display area with a reserved 'function area' below for virtual buttons. The device may use a stacked logic board design freeing up space for a larger battery pack. More recently, Apple is said to be equipping the phone with wireless charging, an iris scanner or face scanner, and a 3D camera.
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