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One of Apple's camera lens suppliers for the upcoming non-Pro iPhone 12 models is having quality issues, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors. The issues are, however, unlikely to have an impact on Apple's shipping schedule, presuming that Apple's other main supplier can make up the difference.

iphone12dummycameras_feature.jpg

Kuo says that Genius Electronic Optical has discovered issues with cracking coatings on the wide-angle camera lens destined for the lower-end 5.4-inch and 6.1-inch iPhone 12 models. The problem appeared during high-temperature/high-humidity (HTHH) testing, and will result in delays to Genius's ability to supply components for the upcoming iPhones.

Apple's other supplier for these lenses is Largan, and Kuo says that company is not experiencing any quality issues, indicating that Apple will be able to prioritize supplies from Largan to stick to its launch schedule.
We estimate that the low-end 7P wide-angle lens, CCM, and final assembly mass production of the 5.4-inch and 6.1-inch aluminum frame iPhone will be in mid-to-late August, mid-to-late September, and early October, respectively. We believe that in the uncertain timetable for [Genius] to solve the quality problem of film cracking, Apple will give priority to purchasing Largan’s low-end 1/2.6” 7P wide-angle lens at least in the initial supply stage to ensure that the two aluminum-framed iPhone 12 can be as scheduled.
Kuo says that even if Genius does solve its issues with the camera lenses, the company will likely need to cut its prices by about 30% as an incentive to try to claw back share it will lose to Largan early on, which will eat into Genius's overall profit margins.

On its earnings conference call last week, Apple confirmed that the iPhone 12 lineup will launch "a few weeks later" than usual, with the company seeking to set investor expectations for the current quarter as moving the launches of most or all of the models into October would push the sales into the following fiscal quarter.

Even with the delayed launch, all four of the expected models may not launch at the same time, as one recent report claims that the debuts will be broken up into two stages, with the two 6.1-inch models (non-Pro and Pro) launching first and the 5.4-inch non-Pro and 6.7-inch Pro models launching a bit later.

Article Link: Kuo: iPhone 12 Camera Lens Supplier Experiencing Quality Issues, But May Not Affect Launch Schedule
 

ThunderSkunk

macrumors 68040
Dec 31, 2007
3,109
2,752
Milwaukee Area
Well, you could alway give Leica a billion dollars and see what they come up with.

...nevermind I know what they'd come up with. The same factory producing the best glass on earth, with three old swizz ladies in the corner producing about 7 lenses a month and a hundred million years of backorders.
 
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JPack

macrumors 604
Mar 27, 2017
7,256
12,274
Would be interesting to know the difference between the low-end 7P lens vs. high-end 7P lens in the Pro.
 
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JPack

macrumors 604
Mar 27, 2017
7,256
12,274
Also interesting that Kuo specifically says early October for the 5.4" and 6.1" aluminum iPhone.

Seems likely the 6.1" and 6.7" Pro will be a November product.
 
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AppleWar

Suspended
Aug 5, 2020
14
5
I find it hard to believe that anything will be delayed due to tiny lenses and low yields. Apple always has several suppliers in case one fails to provide.
 
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Ramchi

macrumors 65816
Dec 13, 2007
1,074
546
India
Apple is really going through the real struggle with iPhone 12. Such a tough year for the iphone. There are issues after issues.
I feel these are offline information which cannot be verified but can be carefully planted to signal the global distribution and investors of potentially turbulent launch in terms of volume as people across the globe prefers cheaper mobiles that can last as long as it can. Even the contract renewals are not in the same pace as it was. Apple is purely making money with the increased prices, reduced services, reduced standard accessories etc.....with iPhone SE taking most the wind out of new launch, it would not be tactically prudent to launch iPhones and look shell shocked like last few year with reduced volumes, increased profits.
 
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RandomAppleUser

macrumors newbie
Aug 7, 2020
1
0
Wait a minute, are the camera lenses gonna be of different qualities for the pro and non-pro models? Atleast iPhone 11 series had the same lenses for both pro and non-pro yeah?
[automerge]1596797435[/automerge]
 
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kesennnnn

macrumors regular
Jul 15, 2020
126
118
Taipei


One of Apple's camera lens suppliers for the upcoming non-Pro iPhone 12 models is having quality issues, according to a new research note from analyst Ming-Chi Kuo seen by MacRumors. The issues are, however, unlikely to have an impact on Apple's shipping schedule, presuming that Apple's other main supplier can make up the difference.

iphone12dummycameras_feature.jpg

Kuo says that Genius Electronic Optical has discovered issues with cracking coatings on the wide-angle camera lens destined for the lower-end 5.4-inch and 6.1-inch iPhone 12 models. The problem appeared during high-temperature/high-humidity (HTHH) testing, and will result in delays to Genius's ability to supply components for the upcoming iPhones.

Apple's other supplier for these lenses is Largan, and Kuo says that company is not experiencing any quality issues, indicating that Apple will be able to prioritize supplies from Largan to stick to its launch schedule.Kuo says that even if Genius does solve its issues with the camera lenses, the company will likely need to cut its prices by about 30% as an incentive to try to claw back share it will lose to Largan early on, which will eat into Genius's overall profit margins.

On its earnings conference call last week, Apple confirmed that the iPhone 12 lineup will launch "a few weeks later" than usual, with the company seeking to set investor expectations for the current quarter as moving the launches of most or all of the models into October would push the sales into the following fiscal quarter.

Even with the delayed launch, all four of the expected models may not launch at the same time, as one recent report claims that the debuts will be broken up into two stages, with the two 6.1-inch models (non-Pro and Pro) launching first and the 5.4-inch non-Pro and 6.7-inch Pro models launching a bit later.

Article Link: Kuo: iPhone 12 Camera Lens Supplier Experiencing Quality Issues, But May Not Affect Launch Schedule

God I can’t wait for 12 pro max
 
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drzen

macrumors regular
Aug 8, 2017
201
199
Wait a minute, are the camera lenses gonna be of different qualities for the pro and non-pro models? Atleast iPhone 11 series had the same lenses for both pro and non-pro yeah?
[automerge]1596797435[/automerge]

Pretty sure the displays will be different too, higher end OLED for the Pros. Older gen OLED for the rest.
 
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JM

macrumors 68000
Nov 23, 2014
1,658
2,197
I can see the posts in the forums already: "Did you get a Genius or Largan Lens?" and "I see very faint marks on my wide angle lens, should I return it?"
Look. You just have to bake your iphone at high temperatures to figure out which lens you got, and if it breaks, then you got the Genius lens and have every right to return for a full return.
 
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Cosmosent

macrumors 68000
Apr 20, 2016
1,854
2,012
La Jolla, CA
Kuo says that Genius Electronic Optical has discovered issues with cracking coatings on the wide-angle camera lens destined for the lower-end 5.4-inch and 6.1-inch iPhone 12 models.

"We estimate that the low-end 7P wide-angle lens, CCM, and final assembly mass production of the 5.4-inch and 6.1-inch aluminum frame iPhone will be in mid-to-late August, mid-to-late September, and early October, respectively. We believe that in the uncertain timetable for [Genius] to solve the quality problem of film cracking, Apple will give priority to purchasing Largan’s low-end 1/2.6” 7P wide-angle lens at least in the initial supply stage to ensure that the two aluminum-framed iPhone 12 can be as scheduled."

First I've heard that the two NON-Pro models will have an Aluminum frame !
 
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