KGI Securities expects a delay at the beginning of mass production of iPhone 8 until the fourth quarter of 2017
KGI Securities analyst Ming-Chi Kuo (Ming-Chi Kuo) said that in the worst case, the beginning of mass production of the new iPhone 8 is delayed to October-November this year. Usually the starting period of the mass production of smartphones iPhone is in August-September, the analyst adds.
As a result, the market may be the strongest deficit, which will persist for several months after the announcement. Ming-Chi Kuo adds that the announcement of the smartphone will be held, according to tradition, in September.
Therefore, the analyst believes that the second half of the year, Apple will not ship 100-110 million iPhones, and 80-90 million smartphones. In addition, KGI Securities believes that it is difficult to say how much demand will the new iPhone model with its OLED display and other innovations, as well as the possible waiver of the fingerprint sensor Touch ID. A lot also depends on what novelties will present at the end of this year competitors.
Problems that can cause delay iPhone 8, are connected not only with the placement of the fingerprint scanner, but with a complex process of lamination of the display, as well as innovative front-facing 3D camera.