Contrary to insider reports that the iPhone 5 may not meet production requirements, others say Apple will meet the 2012 demand.
While there is evidence to say that these in-cell panels will bottleneck production of the iPhone 5, others are not so sure. Mark Moskowitz, a J.P. Morgan analyst, in a report released last week says he expects the new iPhone announcement with a thinner body that the in-cell panels allow and will be followed by a volume release. He also has said that J.P. Morgan’s Asia Tech team doesn’t anticipate any “major limitation or hurdle” and should be on track to produce 20 million in the September quarter and even more in the December quarter.
He goes on to say if production does ramp up even further it is easy to see Apple meeting or breaking the current sales estimates of 39.5 million for the last quarter of 2012 and 37.8 million in the next quarter.
In addition, they also state in the report that they expect the iPhone 5 to ship with a thinner body, bigger screen and LTE support.