Recent iPhone 14 and iPhone 14 Pro leaks have revealed two very different iPhones, with Apple determined to widen the gap between Pro and non-Pro models. The news has split opinions and now differing information surrounding their release has done the same thing.
In recent weeks, contradictory reports have claimed that there will/won’t be a delay to the release of some iPhone 14 models. And now one of the most respected industry insiders has twisted the picture one more.
In a series of tweets, TF International Securities analyst Ming-Chi Kuo disputed a recent report from ET News that supply problems have Apple forced to prematurely install a front-facing camera module intended for the iPhone 15 a year early at great cost.
“This report is not entirely consistent with my understanding,” explains Kuo. “1. If LG Innotek became iPhone 14 front camera supplier in 2Q22, it would be almost impossible to catch up with the development schedule for 2H22 iPhone 14. 2. I believe Apple had already chosen LG Innotek and Cowell as the iPhone 14 front camera suppliers in 4Q21 at the latest.”
This aligns with Kuo’s earlier claims that iPhone 14 production overall is “under control currently.” That said, both Nikkei Asia and Haitong International Securities analyst Jeff Pu believe that supplies of the iPhone 14 Max are delayed by almost a month.
Similarly, Ross Young, CEO of Display Supply Chain Consultants (DSCC) and one of the most accurate industry insiders, has countered that “iPhone 14 Max panel shipments have always been behind.” Consequently, Apple may be heading for its second iPhone split release in the last five years (iPhone 12/iPhone 12 Mini), which in turn was only the second in iPhone history (iPhone 8/iPhone X).
It is a surprise to see insiders split like this, because historically leaks around iPhone releases are fairly consistent. This tends to be due to the global way iPhones are mass-produced, with even Apple’s secretive expertise unable to stem the flow of leaks as production is cranked up.
Split release or not, the most divisive aspect of the iPhone 14 launch is likely to be the phones themselves. While the standard iPhone 14 models will inherit the same design, chipset and rear cameras as the iPhone 13 lineup, iPhone 14 Pro models will leap ahead with upgrades in all three departments and increased prices to match.
How iPhone fans respond to Apple’s aggressive attempt to upsell buyers to these more expensive models, remains to be seen.
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