Apple's upstream supply chain has begun mass producing
components for the vendor's three next-generation iPhones: a 4.7-inch
model and a 5.5-inch model both featuring reinforced glass chassis with
aluminum metal frame; and a 5.8-inch model featuring reinforced glass
chassis with metal frame and an AMOLED panel, with Samsung Display set
to supply up to 80 million AMOLED panels for the new 5.8-inch iPhone in
2017.
Samsung
Display's remaining capacity, which is expected to output another 80
million AMOLED panels in 2017, will be used to supply orders from
Samsung Electronics and its other smartphone clients, but the panel
maker is expected to keep some flexibility in case Apple places
additional orders.
As for the new
4.7-inch and 5.5-inch iPhones, the sources expect combined shipments to
reach around 25-30 million units in the second half.
Commenting
on iPhone shipment plans, Digitimes Research senior analyst Luke Lin
noted that Apple's new 5.8-inch iPhones are expected to see shipments
between 50-55 million units in the second half, but mass production for
the smartphone is unlikely to start until after mid-September, and
production volumes in the third quarter will only be around three
million units, judging from the current manufacturing status of the
upstream supply chain.
In the third quarter, shipments
of Apple's existing iPhone models including iPhone 7, 7 Plus, 6s, 6s
Plus, SE and 6 (32GB) will reach a total of 25-30 million units,
bringing Apple's overall iPhone shipments in the third quarter to around
45-50 million units.
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