KGI Shares Latest Details on 6.1-inch LCD iPhone, Expected to Support Face ID
On Sunday, KGI Securities analyst Ming-Chi Kuo has shared new details on Apple’s 6.1-inch LCD iPhone that is expected to launch later this year.
Kuo believes that the handset will be a huge hit, offering capabilities of the iPhone X at a lower price point. He predicts that both consumers and investors will love the device. Kuo said:
“We are positive on the shipments outlook of the 6.1. LCD iPhone, and forecast it will have a weighting of around 50% in the new models in 2H18. Since the specs of the 6.1 “LCD iPhone will not match up to those of the OLED models, we believe the supply chain investment themes for the new 6.1″ LCD iPhone will more likely center around ‘new entrants’ and ‘market share gainers,’ rather than ‘beneficiaries of spec upgrades ‘ or ‘beneficiaries of ASP increase.'”
He expects the premium LCD model will feature the same camera “notch” as found on the iPhone X, accommodating the Face ID array. Due to the limitations of LCD display technology, the device is not expected to have an edge-to-edge display.
Other details in Kuo’s notes include the fact that the 6.1-inch model will have a rectangular-shaped battery that will cost more than the ones used in the iPhone 8 Series, but less expensive than the iPhone X. Kuo believes that Unimicron will be the main supplier of the batteries for this model.
In terms of manufacturing, Kuo said Pegatron, Foxconn and Wistron will handle assembly, with Pegatron accounting for 60 percent of capacity.
The 6.1-inch LCD iPhone is expected to be introduced alongside a successor to the 5.8-inch iPhone X, as well as a new jumbo-sized 6.5-inch “iPhone X Plus” with edge-to-edge OLED display.