The news just keeps sneaking out of Apple's supply chain about the ramp up for iPhone 6 displays. We reported earlier today that Pegatron is opening up new factory space and recruiting workers to meet orders for the iPhone 6. Production is to start early next quarter – way ahead of the traditional ramp up to September launches of the iPhone. Now another supplier is shifting gears quickly to jump on production of the displays for iPhone 6. What's the urgency?
According to Korea's etnews site, Taiwan's AUO is shifting to the production for iPhone 6 displays and dropping iPad mini display. Apple is shifting their iPad mini orders back to Samsung which doesn't appear to be the priority at the moment. While other news sites are emphasizing the display shift to Samsung, I see it differently. I'm seeing the ramp up of the iPhone 6 gearing up for a massive launch.
In March it was widely publicized that Apple had placed an order with Foxconn for 90 million iPhone 6 smartphones, which completely outstrips their all-time record of 51 million units sold in the holiday quarter for the iPhone 5S. So it stands to reason that the rumors about ramping up iPhone 6 display capacity are valid. In fact, we're likely to hear more news leaking out over the next few months.
Apple's confidence in the iPhone 6, as expressed by a massive increase in orders is telling us one of two things. Firstly, it could be signalling a really hot new iPhone design is on the way. Secondly, it could be that Apple expects China Mobile to really crank up sales of the new iPhones as 3,000 new Chinese cities come on board by Q4 of this year. I'm hoping it's the former but think it's the latter of the two options. Though – here's to hoping that it's really a bit of both!