As per DigiTimes analyst Luke Lin, Apple has managed to reduce the manufacturing cost of the 2018 iPhone X by a significant margin when compared to the existing iPhone X. The report is based on the upstream supply chain information of Apple which states that the BOM of the 2018 iPhone X is 10 percent lower than that of the existing iPhone X. The total BOM of the 2017 iPhone X was upwards of $400.
Reports originating from China point to Apple procuring up to 270 million display panels for its iPhones in 2018. Out of this, OLED panels will comprise about 110-130 million units, while the remaining 60-70 million units will be for a 6.1-inch LTPS panel and another 60-70 million LTPS display panels for screen sizes of 4, 4.7-inch and 5.5-inch.
Alleged photos of the 6.5-inch iPhone X Plus front glass and digitizer have been posted online. The source of the leaked images claims the parts were manufactured at an LG facility in Vietnam as a part of trial production equipment run.
We have heard plenty of rumors surrounding the iPhone SE 2 so far, though there have been no concrete leaks confirming that the device is indeed real. Now, a new leak from a sketchy Chinese news website QQ.com claims that the iPhone SE 2 will debut at WWDC this year.
In his latest investor’s note, KGI Securities analyst Ming-Chi Kuo says that the 6.1-inch 2018 iPhone with an LCD display will look similar to that of the existing iPhone X, but its lower price tag will make it accessible to more consumers.
Two new reports originating out of Korea point to Apple adding two new suppliers to its supply chain to supply it with 3D sensing modules. The Cupertino company is looking to bring Face ID to its entire iPhone lineup due for release in September 2018, and thus, requires additional suppliers to fulfill its demand.
To avoid component shortage for key Face ID modules, Apple is planning to invest heavily in LG Innotek to secure supply of 3D sensing modules for its 2018 lineup of iPhone and iPad.
There have been rumors about Apple releasing a refreshed iPhone SE in the first half of 2018. The original iPhone SE launched two years ago and found its own set of takers due to its small form factor and the sheer amount of power it packs. Now, rumors about the iPhone SE 2 claim that it will come with a glass back similar to the iPhone 8 and iPhone X.
In his latest note, reputed analyst Ming-Chi Kuo says that Apple will further increase the battery capacity on the iPhones in 2019 and 2020. The company will be able to achieve this thanks to improvements in semiconductor manufacturing, SoCs and PCBs which would provide space for even larger batteries.