Touch panel and chassis problems may delay both 4.7 and 5.5-inch iPhone 6

Photo: Thomas Moyano and Nicolas Aichino

Photo: Thomas Moyano and Nicolas Aichino

While the world is eagerly awaiting Apple’s next generation iPhone 6, a new report from KGI Securities analyst Ming-Chi Kuo claims that both the 4.7-inch and 5.5-inch models Apple is expected to release may be pushed back due to production issues.

According to Kuo, Apple’s manufacturers are suffering delays related to the devices’ in-cell touch panel production, and also low-yield casing and chassis problems.

Previously Kuo had suggested that production problems could result in the 5.5-inch iPhone 6 being pushed back to early 2015, but this is the first time he has speculated that the 4.7-inch iPhone 6 could also suffer delays.

He does, however, note that the problems being experienced in the 4.7-inch iPhone 6 are more easily solved than its larger “phablet” sibling, and whatever delays there are are therefore not likely to be as extreme.

While he does not name his sources in the report, it is noted that several companies known for partnering with Apple (including Foxconn, Casatek and Catcher Technology) have all seen their stock prices falling recently, perhaps lending weight to the idea that the iPhone 6 is being delayed.

In an additional report, an aluminum dust explosion in China’s Jiangsu province over the weekend killed 75 people and injured hundreds of others. In the wake of the tragedy, which occurred at a metal polishing factory, the State Administration of Work Safety has reportedly order the investigation of metal polishing workshops around the country — which has prompted Apple manufacturer Foxconn to temporarily halt production, potentially causing a further source of delay.

While Ming-Chi Kuo’s Apple reports can be hit and miss, he is also one of the more accurate and well-connected analysts when it comes to Apple reports. Hopefully whatever production problems Apple is having can be rectified soon.

We’ll follow up with more news as we hear it.

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About the author

Luke DormehlLuke Dormehl is a UK-based journalist and author, with a background working in documentary film for Channel 4 and the BBC. He is the author of The Formula: How Algorithms Solve All Our Problems, And Create More and The Apple Revolution, both published by Penguin/Random House. His tech writing has also appeared in Wired, Fast Company, Techmeme, and other publications. He'd like you a lot if you followed him on Twitter.

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