iPhone 15 updates / iPhone 15更新

郭明錤 (Ming-Chi Kuo)
1 min readAug 30, 2023

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  1. The main production issues were with stacked CIS, panels, batteries (expanding when exposed to heat), and titanium frames.
  2. The stacked CIS issue has been resolved by increasing production capacity, but it still affects about 10–15% of shipments of regular models.
  3. Changing the supplier shipment ratio has resolved the panel issue.
  4. The battery and frame issues have been resolved mainly by improving production yield.
  5. The production challenges of titanium frames are high processing difficulty and significant design changes during development (canceling the virtual button design in 2Q23).
  6. The titanium frame should contribute to weight reduction.
  7. The Pro Max project was the last to kick off, so mass production schedule lags behind other models.
  8. The Pro colors may be gray, white, black, and blue. The regular colors may be black, pink, yellow, blue, and green.
  1. 主要生產問題主要來自堆疊CIS、面板、電池 (遇熱會膨脹) 與鈦合金中框。
  2. 堆疊CIS問題用增加產能解決,但還是影響了約10–15%的普通版機種出貨量。
  3. 面板問題用改變供應商供應比重解決。
  4. 電池與鈦合金中框問題主要用改善生產良率解決。
  5. 鈦合金中框的生產挑戰是加工難度高與開發半途設計大改 (2Q23決定取消虛擬按鍵設計)。
  6. 鈦合金中框對減輕重量應有幫助。
  7. Pro Max開案時間最晚,所以量產時間落後其他機種。
  8. Pro顏色可能為灰白黑藍,普通版可能為黑粉黃藍綠。

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郭明錤 (Ming-Chi Kuo)

天風國際證券分析師,分享科技產業趨勢觀察與預測。An analyst at TF International Securities. Sharing observations and predictions of tech industry trends.