Apple’s iPhone 14 and iPhone 14 Pro models have different designs and specifications. Their production schedules have also taken different paths, and a new report adds to the confusion surrounding their release.

Last week, a leaked report claimed that the iPhone 14 Max’s display is “still on track for August” and 3x behind that of the iPhone 14 Pro Max. Doubts about the availability and release of the product have increased, especially following the first reports from Nikkei Asia and Haitong Global Security Analyst Jeff Pu that the production of the iPhone 14 Max will be delayed by about a month.

Now the respected TF International Securities Analyst Ming-Chi Kuo shot down these reports in another a series of tweets: “I learned that recently some iPhone 14 panel and memory suppliers have experienced supply problems,” he said. “But it should have a limited impact on the production of the upcoming iPhone 14 as other suppliers can fill the supply gap.”

In particular, Kuo said that Samsung and Apple’s new manufacturing partner BOE “can fill the gap caused by LG Display’s display issues”, which mainly affects the iPhone 14 Max. Kuo also believes LG Display “shouldn’t take too much time to solve the problem.”

It’s unusual to see large amounts of information shared in this way, especially around production, where leaks are becoming more and more common as the manufacturing industry grows and Apple becomes less able to maintain privacy. Apple has split the release of the iPhone in the past (iPhone 12 and iPhone 12 Mini, iPhone 8 and iPhone X) due to production issues, which is where the difference in the manufacturing volume can come, but it is unlikely.

More divisive, however, is likely Apple’s decisions around the phones themselves. Despite the significant design and performance differences between the Pro and non-Pro iPhone 14 models, Apple is allegedly increasing prices across the board.

Whether this applies to long-term shipping contracts remains to be seen. With demand potentially outstripping supply, my guess is that any delay to the iPhone 14 Max model will eventually see more Apple fans paying (even) more for the more affordable Pro model.


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