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Passing JDI LCD panel yield is only 1%, delaying 6.1-inch iPhone shipment

Apple is expected to launch three next-generation iPhone rumors in this year (2018). In addition to the current upgraded version of the iPhone X (5.8-inch), the iPhone X Plus with 6.5-inch OLED panels will be introduced. A new machine with a 6.1-inch LCD panel.
Among them, regarding the 6.1-inch LCD version of the new machine, recently it has begun to spread the news that the sales time will be delayed, after a few days ago, some analysts said that the 6.1-inch new machine will delay the production of one month after the mass production, the Japanese website broke the latest news. It is said that due to the low yield of LCD supplier Japan DISPLAY Inc (JDI), the 6.1-inch new machine will not be shipped until the end of November. If the content reported on the Japanese website is true, it may not be until December to start selling the 6.1-inch new machine.
Macotakara, a Japanese technology blog with high accuracy, has reported that Apple’s 6.1-inch new machine will be equipped with JDI‘s 3rd generation “Pixel Eyes” touch sensing system for 4-sided ultra-narrow bezel design. “Full ACTIVE (see photo)” LCD panel products, but this LCD panel product is required to produce very high precision, so JDI’s yield when mass production began in July was only 1%, so according to the relevant person pointed out The 6.1-inch new machine is the fastest to wait until the end of November 2018 to ship.
If the 6.1-inch new machine really has to wait until the end of November to ship, its sales time will be delayed until December.
In addition to the above 6.1-inch new machine news, Macotakara also pointed out that Apple’s next-generation iPad Pro products will use a narrow bezel design, and will cancel the 3.5mm headphone jack, the body size will also be smaller than the current model. Macotakara said that the next-generation iPad Pro will be 10.5-inch and 12.9-inch in the same size as the current model, and the next-generation 10.5-inch machine will be reduced to 247.5mm (height) x178.7mm (width) x6mm (thick), 12.9-inch products. It will also be reduced to 280mm (height) x 215mm (width) x 6.4mm (thickness).
According to the offer of the Harvest XQ Global Winner System, Apple fell 1.66% on the 27th to close at $190.98, the second consecutive trading day.
Japanese intelligence website taisy0 reported that Morgan Stanley analyst Katy Huberty reported on July 24 that it is expected that the new 6.1-inch iPhone released this fall will have problems due to the production of backlight modules for LCD panels. Time may be delayed by one month, which may affect the performance of Apple’s 4th season of 2018 (July-September 2018).
Guo Minghao, who is known as the “strongest analyst on the surface of the earth”, pointed out that the next generation iPhone will be very colorful. The 6.1-inch model will have 5 colors, and the 6.5-inch machine will be launched in gold. Under the price and new color blessing, it is expected that the new iPhone will sell 70 million during the Q4 2018 period, boosting the overall iPhone shipments will increase significantly compared with the same period last year, of which LCD models will account for 55% of sales. And it is estimated that the proportion will be further expanded in 2019.
Nikkei Asian Review reported on June 8th that according to industry sources, Apple expects that the three new iPhone models to be launched this year will be the same as the current iPhone X, which will be equipped with TrueDepth for face recognition technology “Face ID“. Camera system (3D sensing technology).
According to the supply chain survey conducted by Yuanta Securities Investment Consulting, Hon Hai will be the largest assembly plant for the 2018 version of the iPhone. It will exclusively purchase all OEM orders for the 5.8-inch OLED version and 80-90% 6.5-inch OLED. Model orders and orders for 30% 6.1-inch LCD models. Heshuo will win 60% of the 6.1-inch model and 10-15% of the 6.5-inch model; the remaining orders will be won by Wistron (3231).

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