Apple’s iPhone 15 Pro Max Faces Supply Challenges Due to Tetraprism Lens: Ming-Chi Kuo’s Insights and Future Predictions
Apple iPhone’s Pro lineup has always been synonymous with innovation and cutting-edge technology. However, as the smartphone industry continues to evolve, so do the challenges in the supply chain. A recent report by renowned analyst Ming-Chi Kuo sheds light on the hurdles faced by Apple’s latest offering, the iPhone 15 Pro Max, particularly concerning the supply of tetraprism lenses (periscope lenses). This article delves into Kuo’s findings and the potential implications for Apple’s future iPhone releases.
The Tetraprism Lens Bottleneck:
Ming-Chi Kuo’s analysis reveals that the most significant supply bottleneck for the iPhone 15 Pro Max is the tetraprism compact camera module (CCM), exclusively supplied by LGIT. This component is crucial for the device’s advanced camera system, which is one of the key selling point for Apple’s flagship iPhone 15 Pro Max.
To address issues related to the yield of the CCM due to assembly tolerances, Apple has taken urgent measures. One of these steps involves increasing the specifications of the tetraprism lens, which is exclusively supplied by Largan. This move aims to improve the production yield and ensure that the CCM meets the high demand for iPhone 15 Pro Max units.
In response to Apple’s urgent requirements, Largan, a prominent player in the optics industry, has swiftly expanded its production lines for the tetraprism lens. This expansion signifies the importance of Largan’s role in resolving supply issues for the iPhone 15 Pro Max.
The Sharp Rise in Lens Unit Price:
One notable consequence of these production challenges is a significant increase in the unit price of the tetraprism lens. Kuo’s report indicates that the price has surged by more than 20%. While this may seem counterintuitive, Apple’s willingness to pay a higher price for the lens is driven by several factors.
Firstly, the relatively lower cost of defective lenses makes increasing the lens price a viable option to improve production yield. Secondly, Largan’s reputation for world-class production capabilities aligns with Apple’s need for a swift solution. Apple recognizes that investing in the lens cost can yield higher returns in terms of meeting production demands and maintaining product quality.
Kuo’s insights extend beyond the iPhone 15 Pro Max. He predicts that both the iPhone 16 Pro Max and the iPhone 16 Pro are likely to feature tetraprism telephoto cameras. If Apple continues to demand higher specifications for the lens, this could raise the entry barrier for Genius, Apple’s second-largest lens supplier. This suggests that Largan may maintain its exclusive or primary supplier status for the tetraprism lens in the coming year.
Apple’s quest for innovation and excellence in its products often brings about unique challenges in the supply chain. Ming-Chi Kuo’s findings regarding the iPhone 15 Pro Max and the tetraprism lens shed light on the company’s commitment to overcoming supply bottlenecks to deliver high-quality devices to its customers. As we look toward the future, the dynamics of Apple’s relationships with its suppliers, particularly Largan, will continue to play a pivotal role in the success of its flagship iPhone lineup.