Recently the industry chain spread the news that Apple has informed mainland China to assemble a manufacturer to stop the production of iPhone 14 Plus, which is an important action after Zhengzhou Foxconn dismantled part of the iPhone 14 cell phone assembly line, Apple continues to tone down the production capacity of ordinary LTPSAMOLED display models.

 

 

 

News from the supply chain shows that in addition to the stable LTPOAMOLED production capacity output of Samsung Display, with the help of Apple, LGD's LTPOAMOLED panels have been re-approved for mass production process parameters and have passed the redundancy verification of Apple's terminal software package and started shipping again, so the original iPhone14Pro and iPhone14MAX caused by display shortage iPhone14MAX model orders, Apple requires suppliers to implement full capacity packages in accordance with the allotted share of the display.

 

 

There are four models in the iPhone 14 series, of which iPhone 14 and 14 Plus use the old model design, LTPSAMOLED display and A15 main control chip. iPhone 14 and 14 Plus frontal bangs screen design, the screen refresh rate remains at 60Hz, and from the parameters on the official website, it can basically be directly identified as the same The overall appearance of the phone is basically a continuation of the previous one, and the back of the body is a continuation of the diagonal dual camera lens.

 

 

 

 

The iPhone 14 Pro and iPhone 14 Pro Max design changes are basically on the front, that is, the hole-digging screen design, the back is still a triple camera lens, but the specifications and size of the lens is more aggressive than before. 14Pro, 14MAX is the most advanced A16 main control chip, LTPOAMOLED display, the screen supports 120Hz Refresh rate, support for up to 2000 nits brightness as well as having features such as the Lingering Island, can be said to be a very big metamorphosis. And its main structure design also returned to the original iPhone 6S era of the three-panel sandwich structure, processing, assembly and maintenance difficulties are much lower than the previous generation.

 

 

After the market launch, consumers were not willing to buy the iPhone 14 and 14 Plus with the previous generation design and components. Most consumers thought that it was just a new upgrade name for the previous generation model, and the core did not change, so the cost performance was not as good as buying the old model directly.

 

 

So soon after the release of the new machine, Apple adjusted the production plan of iPhone 14, 14Plus, if not LTPOAMOED display in LGD mass production when the yield situation, perhaps Apple will also be earlier to reduce more production orders of iPhone 14, 14Plus.

 

 

Previously, the industry believed that the reason that stuck Apple did not upgrade all four models of the iPhone 14 was because TSMC's chip capacity was not enough, and it has since been discovered that it was LGD's display panel volume output that was the main cause.

 

 

In addition, because the supply chain companies previously in the national product brand that got few orders, and has been optimistic about the Apple models after the market, so the supply chain manufacturers more or less Apple cell phone components for inventory pre-production, in order to balance the production line capacity crop rate.

 

 

According to the news coming out of the supply chain, Apple will add more orders for the new iPhone SE models with the old mold design scheme of iPhone XR in order to digest more inventory and continue to occupy a larger market share by using the cost performance of the product, while the real fans of the new Apple technology will push them to upgrade to buy the more expensive 14Pro and 14MAX.

 

 

Industry chain news shows that for Apple's order adjustment, affected more appearance structural parts, camera modules and display panel manufacturers, and for the production of standard chips, standard electronic components manufacturers are not too big impact, and benefit is the production of LTPOAMOLED panel Samsung display, LGD and the production of iPhoneSE models LCD panel deep Tianma, and the production of A16 chip TSMC, as well as the production of high specification camera lens and module manufacturers.