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iPhone 15 Pro系列屏幕遭遇生产问题 上市初期供应或受限
Xin Lang Ke Ji· 2025-11-26 08:08
Core Viewpoint - Apple is facing production difficulties with the display screens of the iPhone 15 Pro and Pro Max, which may lead to limited device availability at launch in September [1] Group 1: Production Issues - The iPhone 15 Pro series will have thinner bezels compared to the iPhone 14 Pro, which has caused production challenges [1] - Suppliers are using a new display manufacturing process to reduce panel size, leading to issues for LG Display [1] - LG's displays failed reliability tests during the process of melting the display into the metal casing [1] Group 2: Historical Context - Apple experienced similar issues in 2019 with the Apple Watch Series 7, where increased display size delayed the product launch by one month [1] Group 3: Impact on Availability and Revenue - The manufacturing problems may significantly impact the iPhone 15 Pro and Pro Max, making it difficult for many consumers to purchase the new devices immediately [1] - There have been previous instances of iPhone models experiencing supply shortages, leading to consumers waiting months for Apple to increase production [1] - This situation may affect Apple's profit margins, with potential holiday quarter revenues falling below expectations [1] Group 4: Analyst Insights - A report from Bank of America analyst Wamsi Mohan suggested that the release of the iPhone 15 devices could be delayed by "a few weeks," although specific reasons for the delay were not provided [2]