Apple's next iPhone will be released in September with a surge in component stocking and assembly plants entering a busy period. Largan, Hon Hai and other major suppliers are adding momentum.

According to a new United Daily News report, Apple has finalized the iPhone's panel supply contracts with Samsung and LG. Next, Apple will order key components such as lens modules, processor chips, and radio frequency components to stock up. According to the directive, assembly and mass production will begin in July and August, and supply chains including TSMC, Largan, Hon Hai and Pegatron welcome business opportunities.

Apple has reportedly agreed to mass-produce iPhone 16 series OLED screens from Samsung and LG. Since the most expensive component of the iPhone is the OLED screen, and an OLED screen is equivalent to an iPhone 16, when the screen is confirmed to enter the mass production stage, it also means that Other components have officially started stocking up, and assembly plants will begin mass assembly one month before new products are released. It is estimated that Hon Hai is still the main OEM for the iPhone 16 Pro series.

It is reported that this year’s iPhone 16 series will usher in many major changes. First, the iPhone 16 Pro Max screen will be upgraded to 6.9 inches, becoming Apple’s largest iPhone to date. At the same time, the iPhone 16 Pro series will fully introduce “ultra-thin borderless display technology” (BRS), which can make the mobile phone screen closer to a borderless effect.

In terms of lenses, the iPhone 16 Pro series is rumored to be upgraded to a five-fold optical zoom telephoto lens, while the main lens of the iPhone 16 Pro Max is equipped with a SONY sensor, equipped with double-layer transistor technology and a periscope telephoto lens, and is expected to introduce a 48MP The ultra-wide-angle lens will also be significantly improved compared to the iPhone 15 Pro Max ultra-wide-angle lens, which is only equipped with 12MP.

In terms of mobile phone core processors, it is expected that the iPhone 16 Pro will use the A18 Bionic chip, while the iPhone 16 Pro Max will use the new generation A18 Pro chip, which is built by TSMC’s second-generation 3nm process, and its performance will be significantly improved.

In terms of appearance, the iPhone 16 Pro may introduce a physical camera button located below the power button. The main purpose is to allow users to quickly activate photo and photography functions, and even combine it with Vision Pro to shoot "space videos" that can be viewed on Vision Pro. ”.

For the supply chain's part, TSMC is responsible for the exclusive manufacturing of A18 Pro chips; Hon Hai and Pegatron are assembly OEMs; Largan supplies high-end lens modules. It is expected that upstream components will be stocked in the near future, and downstream assembly OEMs will enter a busy period in the third quarter.