KGI Securities analyst Ming-Chi Kuo, who has previously given accurate Apple product information, has issued a note on Sunday, saying that while Apple’s 4.7-inch “iPhone 6″ is still believed to debut this fall, the larger 5.5-inch model could see a serious delay in the release.
According to the analyst, the company is already suffering from production bottlenecks on the 4.7-inch model related to the new technology for the product’s in-cell touch panel, and color irregularity on the redesigned “iPhone 6″ metal casing. The 5.5-inch model will also face these issues.
“These problems will likely be even more complicated with a larger size,” Kuo said. “In addition, from a technical perspective, we don’t expect sapphire cover, used for the first time on the 5.5-inch model, will easily pass the drop test near term. We are conservative about 5.5-inch iPhone launching by end-2014. Even if the product is launched in 2014, it is likely to take place after mid-4Q14, which is later than the September-October of consensus, with shipments being lower than consensus of 15- 20mn units.”
In addition to the aforementioned problems, the device’s sapphire display may not be firm enough in drop tests to go to market yet. Kuo also predicts that when the larger model finally ships, fewer than 15-20 million units will be available.
The analyst believes that the 5.5-inch iPhone 6 may not go on sales by the end of 2014, or may debut after October in very limited quantities. In addition to delay, he says, that the prices of the iPhone 5s and iPhone 5c will drop alongside the launch of the 4.7-inch iPhone 6.
According to the early rumors, the 5.5-inch iPhone 6 was facing production issues related to the device’s display and battery life. However, later reports noted that both models would enter production and launch at the same time.
Apple is believed to announce and launch the iPhone 6 in September. The device is expected to include a thinner profile and a faster A8 processor.