Apple's new iPhone assembly schedule has received much attention. According to local legal person quoted supply chain news report, Hon Hai has begun trial production of 5.8吋 and 6.5吋 OLED version of new iPhone, starting shipment in the last week of August, September volume Production, LCD version of the iPhone is expected to begin mass production in October.
It is reported that the 6.5-inch iPhone hardware architecture is similar to the iPhone X. It has 3D sensing, dual lens, stainless steel frame, and component-based carrier board (SLP) design. The production efficiency and yield are better than expected.
The report of the foreign-funded legal person of the Asian Department speculated that Hon Hai’s second-quarter expenses increased, indicating that the company began investing in the mass production of the new iPhone in the initial stage. It is estimated that Hon Hai will be the main assembly supplier of the two new OLED versions of the iPhone. More than 90%, in addition to the new LCD version of the iPhone assembly is about 30% to 40%.
European foreign-funded legal person report expects that Hon Hai may start mass production of two OLED versions of iPhone in September, and assembly orders will reach 95% in the next 12 months. The LCD version of the iPhone mass production time may start in October, and Heshuo will be the main assembly supplier.
Judging from the proportion of the overall iPhone assembly, Asian-funded foreign-invested corporations expect that Hon Hai's overall iPhone assembly ratio will exceed 65% this year, and Heshuo accounted for more than 25%, and Wistron accounted for about 8%. In the launch schedule, this year's three new iPhones will be on the 9th moon phase.
In the second half of this year, Apple will launch the 6.5-inch and 5.8-inch OLED version of the iPhone, and the 6.1-inch LCD version of the iPhone. Among them, the 6.1-inch LCD version of the iPhone accounted for about 50% of the new iPhone shipments in the second half of this year.
According to foreign media's previous expectations, Hon Hai Group is still the main assembly supplier of this year's new iPhone, which may include all 5.8 new OLED version of iPhone assembly orders, and the 6.5-inch new OLED version of iPhone orders is also estimated to reach 80%. 90%, in addition to the LCD version of the iPhone order share is also 30%.