All of the three new iPhone models, including two TFT LCD and one OLED model, have entered volume production, said the sources, adding that there will not be shortages for the two LCD models, but the supply of the OLED version could fall short of demand due to high expectations for the model.
The new iPhones will likely keep component suppliers operating in high gear through the end of the year and drive sales volumes to new highs. Fleixble PCB suppliers Zhen Ding Technology Holding and Flexium Interconnect saw revenues expand 12.39% and 11.31% year-over-year to NT$8.065 billion (US267.13 million) and NT$1.734 billion, respectively, in July. PCB supplier Compeq Manufacturing saw a year-over-year increase of 22.283% to NT$4.458 billion in revenue for July.
It's expected that iPhone assemblers Foxconn Electronics, Pegatron Technology and Wistron will all see revenue hit highs during the September-November period.