The Corona virus is taking its toll on the world, and Apple’s iPhone production may not significantly improve until the second quarter of 2020.
This is the conclusion of respected Apple analyst Ming-Chi Kuo, who sent this opinion out in a research note. In the past few weeks, Kuo has warned of delays and low labor return rates at Apple supplier factories in China.
Apple’s iPhone camera lens supplier, Genius Electronic Optical, has also reportedly sent smaller shipments throughout February, and supplies are dwindling. Kuo has predicted that there’s about a month of lens inventory remaining, and that significant production may resume in May at the earliest.
Kuo in January predicted that all of the 5G iPhones were still on track to launch in the fall of 2020. More recently, Kuo mentioned that the long-rumored “iPhone 9” or “iPhone SE 2” would still be on track to launch in the first half of 2020 despite the coronavirus outbreak.
Stay tuned for additional details as they become available.
Via MacRumors