Apple running into iPhone screen supply issues?

Apple running into iPhone screen supply issues?
Rodman & Renshaw's analyst Ashok Kumar issued a research note warning that LG Display Co., which makes the so-called Retina displays for the new iPhone 4, might face production limitations due to the enormous demand. The preorder campaign in the US was not without mishaps, but paved the way for iPhone 4 shipment delays with its 600k units sold off in a matter of days. A similar situation is unfolding in Japan, where Softbank, Apple's exclusive carrier, has already put preorders for the hot commodity on hold, as they feel they may outrun their allotted supply.

The New York based analyst's check with the component suppliers revealed that Apple has cut the number of iPhone units it is able to produce monthly by half, from four to two million. The critical period where iPhone shipments might get delayed due to not enough screens supplied (what happened with the iPad's international launch), may start in September, according to the analyst.

If the Apple iPhone 3GS marks a bigger drop in demand than expected, the company will have to ramp up the iPhone 4 screen production. In October and November that might lead to supply shortages, which were thought to be ironed out by LG Display Co., with normal production being resumed around December. We've no choice but take the wait-and-see approach on the issue.

source: BusinessWeek

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7 Comments

1. bossmann20

Posts: 38; Member since: Mar 23, 2010

tough for apple! i dont know why people are so press for a phone that has very few changes overall. 1. multitasking: been out over a year now. 2. video calling :evo and other phones are getting it. only thing iphone have is 100k plus apps. and the amount of apps is what makes the iphone nothing else!

2. E.N.

Posts: 2610; Member since: Jan 25, 2009

I'm sure Apple didn't know that EVO was getting front camera. The manufacturers of the evo knew apple was going to get a front camera. I think the HTC purposely launched the EVO days before not only to take spotlight from Apple, but also so their phone could technically be considered as first. And so it's fine if other phones are getting it but if Apple does it's considered minor upgrades? How about the retina display. I don't think that's a minor upgrade. 720p HD video with probably the best video editing software on any phone. And the 200k plus apps don't hurt either. Better battery life even with the new A4 chip. And it's even the thinnest smartphone in the world. Does that really sound like a crappy phone to you? I don't see any signs of "catching up" either.

3. dahaka17

Posts: 61; Member since: Jun 08, 2010

acually sounds like a wanna-be phone but thats what apple does isnt it copy somthing then say its thiers

4. Vegas89

Posts: 51; Member since: Mar 15, 2010

Lol dahaka17 you crack me up E.N. everyone knew the Evo had 2 cameras, even back when it was called the Supersonic. And all those upgrades are just catch up, Retina display to Super AMOLED, HD video to nearly every Androids video recording; I'll give you the video editing software that's probably true, but I haven't searched any out on my Android; Apps don't matter on either side to me but Iphone has that for now, Better battery life but still only able to use one specific battery so no backups for when you might really need it. Also your A4 can't stand up to the Snapdragon or Hummingbird processors. And it's the thinnest smartphone in the world, so how breakable might that be? Ladies and gentlemen, I rest my case.

6. E.N.

Posts: 2610; Member since: Jan 25, 2009

Haha, you guys are haters and its so obvious. What I meant was that HTC knew that iphone 4 was going to have a front facing camera because of the lost prototype, so they MAYBE decided to launch earlier so they can be considered first. If they launched afterwards, even though people already knew it had a front facing camera, Apple would have taken all the spotlight. Retina display is not a catch up feature dude. You're crazy if you think that. Just because Android phones could already video doesn't mean that adding HD video is a catch up feature (something is really wrong with you, haha). I just searched for video editing software on my sister's Droid for you, and no there's none that exists..... so you're welcome, I just saved you 35 seconds. The closest thing I could find is a Movie Maker 2 manual for the PC for $5.99. The iPhone 3GS is faster than the Nexus One's Snapdragon even without the A4 chip:http://www.youtube.com/watch?v=aMGkhBIqOMg And the iphone is the thinnest phone in the world. That doesn't mean its made out of peanut brittle. So there you have it. Is there any other specs you have questions about?

5. sprintguy09

Posts: 79; Member since: Apr 17, 2010

A Friend of mine a at&t told me the white one would not come out until aug or sept

7. CRICKETownz

Posts: 980; Member since: Oct 24, 2009

So...the best video editing software available, but in the bigger scheme of things who really cares. I can see film majors bein attracted to this feature but your average joe/jane probably are not goin to be worried about usin this all powerful app (i could be wrong tho). As neither a Sprint customer or an AT&T customer, I would say if i had my choice of phone...definitely the EVO. 720 HD Retina screen, 200K apps and all...sorry the EVO hardware is a lot more desirable in my book. Now Android to Apple OS...really not too much diff. so that's a wash. The phone is very thin esp. to be tote'n a 4.3" display and 8MP cam. Mobile Hotspot? Eh...i guess, probably wouldn't use that. I look at it like this, i would much rather prefer a 50" big screen with good clarity vs. a 32" flat screen with better resolution. In this case, bigger is better so i'm not sure why ppl keep mentioning the "Retina" screen against the EVO...no comparison. And technically, if a phone already does HD video recording and one doesn't but releases a new version that does now does HD recording...i'm not sure how you don't see that as catching up. If its not, then what do you call that then? No sarcarsm...i'm just wonderin how you came to your conclusion. What i don't respect about Apple users is that you constantly imply that only Apple has good ideas...for example, "HTC knew that iPhone 4 was going to have a front facing camera because of the lost prototype". How do you know Apple themselves weren't snooping around HTC? We don't know who came up with the idea of a front facing camera...but to assume that Apple was the only one to think of this idea shows a little "fanboyism" seepin out (as much as i hate that term). We all know Apple makes a solid product (tho usually overpriced) but so do other manufacturers. Media hypes up every new non-iPhone touchscreen device as the "iPhone-killer" and ppl eat it up like lunch. i'll just wait for the Droid X to hit shelves...has everythin i need/want.

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