Apple's 5.5-inch iPhone 6 phablet facing delays, worst case pushes release date to 2015
"These problems will likely be even more complicated with a larger size"
Another challenge Apple has to overcome with the 5.5-inch phone is related to the sapphire glass, rumored to be used in the company’s first phablet. While harder than glass, sapphire is still brittle and the KGI analyst does not expect it to "easily pass the drop test near term."If Apple does not manage to overcome those issues, we’re likely to see just the 4.7” iPhone 6 this year, probably sold alongside discounted iPhone 5s and iPhone 5c.
“We think the 5.5-inch model will also have issues with the yield rate of in-cell touch panel and color unevenness of metal casing. Indeed, these problems will likely be even more complicated with a larger size,” Kuo noted. “In addition, from a technical perspective, we don’t expect sapphire cover, used for the first time on the 5.5-inch model, will easily pass the drop test near term. We are conservative about 5.5-inch iPhone launching by end-2014. Even if the product is launched in 2014, it is likely to take place after mid-4Q14, which is later than the September-October of consensus, with shipments being lower than consensus of 15- 20mn units.”
Just last week, Kuo posted another note saying Apple is also facing manufacturing difficulties with its anticipated iWatch that might force it to release the wearable as late as in December.
source: KGI Securities via Apple Insider
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