The Taiwanese supply chain rumor website DigiTimes says that the iPhone 5S might may face some supply constraints due to problems with making enough fingerprint sensors. The site says Apple wanted to have 10 million iPhone 5S units in Q3, but that number is now looking more like three to four million. Let’s break this rumor down, shall we?
First, let’s tackle the elephant in the room, which is the fingerprint sensor itself. Most people, us included, don’t think the iPhone 5S will have a fingerprint sensor. AuthenTec, the company Apple purchased that deals with fingerprint, has been a part of the Cupertino company for 13 months. Think about that for a second. Every iPhone Apple sells literally takes years to develop. It’s incredibly unlikely for a company that Apple bought back in the summer of 2012 to provide Apple a solution for a device that was likely planned as far back as 2010.
Now as for the units numbers, three to four million in Q3. When does Q3 end? Oh right, the end of September. When is Apple holding an event? September 10th. Assuming Apple does what they always do and launch the phone two weeks after announcing it, then that means they’ll have four days to push four million iPhones.
That’s actually in line with past performance.
But anyway, we’d like to stress that the rumor comes from DigiTimes, who is right 50 percent of the wrong and wrong 50 percent of the time. In this case, we think it’s the latter.