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.

  • Michael Weisberg

    Another day and another rumor. In a couple of hours another story will be published that will say the exact opposite. Seriously, at this point the only reason I read these articles is for a good laugh.

    • Grunt_at_the_Point

      Its another slow news day.

  • William D

    Do you really think Apple would, at this stage, really bet practically the entire company by not ensuring that the iPhone will be built in time? I just don’t buy this breathless stupidity that Apple would have no better insight on the certainty of thr processes involved until mid August. It would be so serious they can’t just delay the launch without seriously major ramifications. I’m betting by about May they have these things super ready and locked down. They test, they stress test etc. The isn’t some small start up having a punt, these are serious professionals with technical expertise and a stock price to worry about . IF there was going to be an aborted launch it would be all over all the major US press publications, not least WSJ

  • Chuck McGinley

    LMAO! In the same day as this jackass puts his predictions up we get the live event on September 9th news.

    These analysts and especially Ming chi whatever are truly clowns. Yup Ming… Delayed even though they are announcing on 9/9… Yup Ming… The problems are easier to solve so when the phone comes out on schedule you can say you were right. MacRumors always refers to this idiot as “Noted Analyst’ with a track record. What a joke.

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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