Rumor: Fingerprint sensor production could limit Apple to 4M 'iPhone 5S' units this quarter

Posted:
in iPhone edited January 2014
An alleged delay in production of fingerprint sensors could severely restrict how many "iPhone 5S" units Apple is capable of building this quarter, a new rumor claims.

Flash
Artist's conception of a possible iPhone 5S. Source: AppleInsider


The details were reported on Monday by DigiTimes, a Taiwanese tech site frequently lambasted for its questionable track record on Apple rumors. In its latest report, the site claims Apple may only be able to build between 3 million and 4 million units of the anticipated "iPhone 5S" in the third quarter.

The report alleges that mass production of fingerprint sensors for the next iPhone was set to begin in May through Taiwan Semiconductor Manufacturing Co., before they were packaged at Xintec. But those plans were reportedly delayed "due to issues related to integration between iOS 7 and fingerprint chips."

Apple is said to have put together an engineering team at Xintec in an effort to improve yield rates in packaging the fingerprint sensors. Volume production is allegedly expected to begin by the end of August, allowing Apple to produce as many as 30 million "iPhone 5S" units in the fourth quarter of calendar 2013.

Apple's next flagship iPhone is expected to have a fingerprint sensor included beneath its home button. Well-connected analyst Ming-Chi Kuo indicated this weekend that the new home button will be convex rather than concave, and will feature a sapphire cover to prevent scratches.

The next iPhone is expected to be introduced by Apple at a media event on Sept. 10. If past release schedules hold again this year, that would place the launch of the "iPhone 5S" on Friday, Sept. 20.
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Comments

  • Reply 1 of 28
    irelandireland Posts: 17,751member
    Never heard such crap in my life.
  • Reply 2 of 28


    This 'story' arrives just as predicted !

  • Reply 3 of 28
    jragostajragosta Posts: 10,473member
    ireland wrote: »
    Never heard such crap in my life.

    Really? If you read AI at all, this is pretty much standard.

    1. Start a rumor about some technology that Apple will use in future iDevices.
    2. Later, start a rumor that the technology is slated for a specific iDevice.
    3. Start a rumor that shortages of that technology will limit production of said iDevice.
    4. Later, after the iDevice is released, backpedal. Either:
    a. Say that they were unable to use the technology because it wasn't ready but it will be in a future iDevice
    b. Say that improvements in yield allowed them to ship more than expected
    5. Rinse, repeat.

    It's so standard that it could be automated.
  • Reply 4 of 28
    If all these rumors are true, then monkeys will fly out of Steve Ballmer's(sp?) ass.
  • Reply 5 of 28
    lkrupplkrupp Posts: 9,456member


    "The details were reported on Monday by DigiTimes, a Taiwanese tech site frequently lambasted for its questionable track record on Apple rumors. In its latest report,"


     


    Then why reprint this crap on AI? We have enough people trying to manipulate AAPL already. And we know the anti-Apple tech blogs like C|net and MacRumors will pick this up and run with it. So why buy into this AI management? Why?

  • Reply 6 of 28
    jragostajragosta Posts: 10,473member
    lkrupp wrote: »
    "<span style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;">The details were reported </span>
    <a href="http://www.digitimes.com/news/a20130812PD212.html" style="border:none;font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;" target="_blank">on Monday</a>
    <span style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;"> by </span>
    <em style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;">DigiTimes</em>
    <span style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;">, a Taiwanese tech site [SIZE=18px]frequently lambasted for its questionable track record on Apple rumors.[/SIZE] In its latest report,"</span>


    <span style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;">Then why reprint this crap on AI? We have enough people trying to manipulate AAPL already. And we know the anti-Apple tech blogs like C|net and MacRumors will pick this up and run with it. So why buy into this AI management? Why?</span>

    Because it generates advertising revenue.

    Next question?
  • Reply 7 of 28
    Ok. A product that has not even been announced has already been named, spec-ed, trashed/praised/reviewed by the tech media and its acolytes, supply-constrained, and now passé.

    Is it time to put it on eBay yet?
  • Reply 8 of 28
    Every single iPhone or iPad release is preceded by some sort of "yield" issues that limit supply. Then Apple goes on to sell record numbers anyway.
  • Reply 9 of 28
    rogifanrogifan Posts: 10,669member
    So this is why Apple stock is up $8 so far today (when other tech stocks are in the red)?
  • Reply 10 of 28
    irelandireland Posts: 17,751member
    lkrupp wrote: »
    "<span style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;">The details were reported </span>
    <a href="http://www.digitimes.com/news/a20130812PD212.html" style="border:none;font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;" target="_blank">on Monday</a>
    <span style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;"> by </span>
    <em style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;">DigiTimes</em>
    <span style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;">, a Taiwanese tech site [SIZE=18px]frequently lambasted for its questionable track record on Apple rumors.[/SIZE] In its latest report,"</span>


    <span style="font-family:'HelveticaNeue-Light', 'Helvetica Neue Light', 'Helvetica Neue', 'Segoe UI', Helvetica, Arial, 'Sans Serif';font-size:15px;line-height:22px;">Then why reprint this crap on AI? We have enough people trying to manipulate AAPL already. And we know the anti-Apple tech blogs like C|net and MacRumors will pick this up and run with it. So why buy into this AI management? Why?</span>

    This is the kind of reason why Gruber detests this website (AI).
  • Reply 11 of 28
    irelandireland Posts: 17,751member
    rogifan wrote: »
    So this is why Apple stock is up $8 so far today (when other tech stocks are in the red)?

    As a rule, if the news for Apple is good, AAPL goes down and visa versa.
  • Reply 12 of 28
    So they couldn't get iOS 7 to work with the chip which slowed down production? That makes no sense whatsoever. To me that would require software work not a potential hardware replacement.
  • Reply 13 of 28
    drblankdrblank Posts: 3,383member
    If there is a new sensor being used, what's the big deal about them having supply issues starting out? Heck when there are new processors being released from Intel, it's not uncommon for there to be supply issues in the beginning. It happens all of the time. It's all dependent on yields.
  • Reply 14 of 28
    drblankdrblank Posts: 3,383member

    Quote:

    Originally Posted by Rogifan View Post



    So this is why Apple stock is up $8 so far today (when other tech stocks are in the red)?


    Anticipation of a very good December quarter due to new product announcements.

  • Reply 15 of 28
    gatorguygatorguy Posts: 23,171member
    drblank wrote: »
    Anticipation of a very good December quarter due to new product announcements.

    December revenue is always good.
  • Reply 16 of 28
    drblankdrblank Posts: 3,383member

    Quote:

    Originally Posted by Gatorguy View Post





    December revenue is always good.


    Which is why Apple stock prices tend to go up before.  

  • Reply 17 of 28
    murmanmurman Posts: 159member


    4M, that means it'll be sold out before the launch weekend is over ... iphone 5 did 5mil (http://www.apple.com/pr/library/2012/09/24iPhone-5-First-Weekend-Sales-Top-Five-Million.html)

  • Reply 18 of 28
    jragostajragosta Posts: 10,473member
    drblank wrote: »
    If there is a new sensor being used, what's the big deal about them having supply issues starting out? Heck when there are new processors being released from Intel, it's not uncommon for there to be supply issues in the beginning. It happens all of the time. It's all dependent on yields.

    You're confused. With Apple, it's always opposite day.

    If demand is high enough that they can't fulfill all orders instantaneously, that's bad.
    If demand is low enough that there is even a single unsold phone, that's bad.

    If a new product is late, it's bad planning and that's bad.
    If a new product is early, Apple released it before it's ready because they're scared and that's bad.

    If they lower the price of a product, that's a sign of desperation and that's bad.
    If they raise the price of a product, they will scare away customers and that's bad.

    If they introduce more than one phone at a time, they've lost focus and that's bad.
    If they keep selling only the same number of SKUs, they've lost the ability to innovate and that's bad.

    If they keep the outer appearance the same, the competitors have passed them and that's bad.
    If they change the outer appearance, that hurts their partners and developers and that's bad.

    It really does make the analysts' job easier, though. No matter what happens, it's bad news for Apple. :smokey:
  • Reply 19 of 28
    neilmneilm Posts: 900member

    Quote:

    Originally Posted by HappyAppleUser View Post



    If all these rumors are true, then monkeys will fly out of Steve Ballmer's(sp?) ass.


     


    Mind you, that would explain a lot of what's been going on at Microsoft.

  • Reply 20 of 28
    xzuxzu Posts: 139member
    3rd quarter ends Sept. 30th and they will have 3-4 million iPhones to sell in two weeks... 4th quarter (Oct., Nov., Dec.) they will have 20-30 million iPhones the iPhone C.... what am i missing? Is this something I should worry about?
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