距離蘋果推出 iPhone 14 系列機款可能剩不到兩個月,不過據中資天風證券分析師郭明錤指出,現在 iPhone 14 面板與記憶體出現供貨問題,不過對即將量產的 iPhone 14 影響有限,因其他供應商可補上供應缺口。
LPDDR5 記憶體方面,郭明錤指出,三星幾乎是第三季唯一供應商,可滿足 iPhone 14 Pro 產能提升需求;美光與 SK 海力士則最早可於第四季出貨,最主要原因在美光認證時間開始較晚,SK 海力士則遇到生產品質問題。
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I have learned that recently some iPhone 14 panel and memory suppliers have experienced supply issues, but it should have a limited impact on the coming mass production of the iPhone 14 because other suppliers can fill the supply gap.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 19, 2022
面板方面,LG Display 面板出現問題,LG Display 提供 iPhone 14 Max 和 iPhone 14 面板(主要是前者),不過初期造成的供應缺口可由三星顯示與京東方補上。LG Display 預計也不會花太多時間解決面板外觀問題。
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2. Panel:
Samsung and BOE can largely fill the initial supply gap caused by LG Display’s panel appearance issues (iPhone 14 Max and iPhone 14, mainly the former). It’s expected that LG Display should not take much time to address the issue.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 19, 2022
(首圖來源:Unsplash)