Low OLED Panel Yield Could Cap 'iPhone 8' Availability at 4 Million Units at Debut

Discussion in 'iOS Blog Discussion' started by MacRumors, Jun 27, 2017.

  1. MacRumors macrumors bot


    Apr 12, 2001

    Shipments of Apple's upcoming "iPhone 8" could be delayed because of low yield rates at assembly plants and a limited supply of OLED display panels, according to a report published on Tuesday.

    DigiTimes cited industry sources predicting that the shipments could end up behind schedule because of the issues, despite chipset suppliers delivering parts early and an increased recruitment drive by companies in the assembly line.

    iPhone 8 render by @VenyaGeskin1
    As covered previously on MacRumors, Samsung is the main supplier of display panels for Apple's 5.8-inch OLED iPhone, with Apple reportedly having ordered 70 million units from the company this year.

    However, although Samsung Display has promised to fully support Apple with regards to the supply of OLED panels, DigiTimes' sources are now claiming only 3 to 4 million OLED-based iPhones will be ready for shipping before the new smartphones are unveiled at a product event slated for September.
    There have already been rumors suggesting the OLED iPhone will be in short supply when it launches, with the majority of the stock unavailable until later in the year, so today's report doesn't come out of the blue. However, the number of iPhones available at launch quoted by DigiTimes is the lowest we've seen so far.

    Apple's so-called "iPhone 8" will be a radical redesign compared to previous handsets, with a glass body and edge-to-edge OLED display that includes an integrated Touch ID fingerprint sensor and a front-facing camera with 3D sensing capabilities, possibly for use with augmented reality software. The new iPhone is expected to be sold alongside upgraded (but standard) 4.7 and 5.5-inch iPhones.

    Article Link: Low OLED Panel Yield Could Cap 'iPhone 8' Availability at 4 Million Units at Debut
  2. penajmz macrumors 68040


    Sep 11, 2008
    New York City
  3. rudychidiac Suspended


    May 2, 2012
    I don't want to imagine how expensive this iPhone will be in my country on launch...
    I'm in Lebanon, and when a new iPhone is first released, the base model sells for $1200+, prices drop after Christmas.
  4. Urban Joe Suspended

    Mar 19, 2012
    Really having a hard time understanding why APPLE, yes APPLE...the company that constantly reminds us that they can do things nobody else can do... Why are we even talking about why Apple is going to basically fumble this launch? Apple can do better than this or at least they should do a better job at managing expectations directly...rather than through unconfirmed media leaks. I guess it's all about managing the stock price somehow :rolleyes:
  5. Plutonius macrumors 604


    Feb 22, 2003
    New Hampshire, USA
    I never believe any of the analyst reports I hear with regards to Apple and other tech companies. I believe the analyst are just trying to affect the stock prices both up and down.
  6. Billrey macrumors member


    Aug 3, 2010
    The reason is that nobody can produce enough high quality OLED displays.

    It's not that Apple is incompetent, it's just that there aren't enough displays available, and nobody can ramp up fast enough with high enough yields. This has been the main issue with OLED for years. I always thought this was going to be a problem for the iPhone, and I believe that is the reason they are launching the iPhone 8/Pro at a higher tier.

    Urban Joe: The reason
  7. thekeyring macrumors 68040

    Jan 5, 2012
  8. Sunny1990, Jun 27, 2017
    Last edited: Jun 27, 2017

    Sunny1990 Suspended


    Feb 13, 2015
    There have already been rumors suggesting the OLED iPhone will be in short supply when it launches :- Macrumors Quote

    Every year. This article is the same every year.
    we hear this every year and the iPhone is released at the normal schedule.
  9. MistrSynistr macrumors 65816

    May 15, 2014
    Apple has more money than God and can't make sure the correct amount of OLED's are made? LOL
  10. Danoc macrumors 6502

    Mar 28, 2011
    This launch will be epic. It will be probably supply constrained for easily 6 months.
  11. NewtonPippin macrumors regular

    Jan 18, 2015
    The bright side is it gives us a good opportunity to buy a ton of units right when pre-orders open, then sell them on Ebay for a profit!
  12. OldSchoolMacGuy Suspended


    Jul 10, 2008
    Every single iPhone release for years has claimed production delays and supply shortages and yet we haven't ever seen it really happen.

    It seems some think that production can't be ramped up and additional suppliers cannot be found. Those reporting on these things live in a dream world rather than reality.
  13. JohnApples macrumors 65816

    Mar 7, 2014
    Hey, if all the rumors are true and this is a "super cycle" (lol), high-priced, low-supply iPhone... I would totally try to snag one or two and sell it for ridiculous profit to the impatient.
  14. mrklaw macrumors 68020

    Jan 29, 2008
    assuming its a 1080p screen or thereabouts (similar ppi as current iphones), whats the big deal? Aren't other phones already using OLED including higher resolution than iphone?

    If I put my foil hat on, I might imagine Apple leaks some of this nonsense on purpose to make everything appear more magical when they actually deliver and to bolster day one preorders to help share prices - its just an OLED screen, it isn't fairy dust.
  15. Zirel Suspended


    Jul 24, 2015
    I don’t believe this “rumor”.

    Apple is not dumb and if they can’t make them fast enough, they aren’t losing money, they wouldn’t release it, and people would buy what they have anyway.

    This is just to throw bad news for AAPL, now that GOOG has a real $2.7 billion dollar fine to pay in the EU.
  16. grobik macrumors member


    Mar 4, 2006
    It’s a strategy. They are in a position that they don’t have to meet demand, not going to hurt sales one bit. But by making a small batch upfront, they can monitor sales and manufacture accordingly. Keeps cost down as they are not sitting on extra stock ever. It’s also a way they can add exclusivity to a product that is manufactured by the millions.
  17. Col4bin macrumors 68000


    Oct 2, 2011
    El Segundo
  18. Pakaku macrumors 68020


    Aug 29, 2009
    Surely after the tenth iPhone generation they would figure out their own supply by now?
  19. philmore13 macrumors member

    Sep 27, 2012
  20. 69Mustang macrumors 604


    Jan 7, 2014
    In between a rock and a hard place
    No one in the "leak business" <-- is that a thing?--= cares about the 7S. If rumor holds true it will look just like the 7. The thought being, if you've seen the 7, you've seen the 7S. Not a knock, but if you've seen the iP6 you've seen the 7S. The iP8 has the mindshare.
  21. Rocketman macrumors 603


    It is dependent on Samsung for this part and absolutely insists on the absolute bleeding edge specs for the part.
  22. iZac macrumors 68000


    Apr 28, 2003
    If true, perhaps it relates to complications with the cutting of the panels, with that little notch?

    The 'Essential' phone will probably be fine because it's not going to ship in such massive volumes.
  23. DotCom2 macrumors 68040

    Feb 22, 2009
    Same ****...different iPhone cycle.
  24. JerseyBiker macrumors newbie


    Jun 27, 2017
    That picture looks a lot like my Galaxy S8.

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