Kuo: iPhone Production Will Not Significantly Improve Until Second Quarter of 2020

Apple's iPhone production will not significantly improve until the second quarter of 2020, according to a research note from Apple analyst Ming-Chi Kuo obtained by MacRumors. In the past few weeks, Kuo has warned of delays and low labor return rates at Apple supplier factories in China.

iphonelineupguide b
‌iPhone‌ camera lens shipments from supplier Genius Electronic Optical reportedly fell significantly over the past month, and supplies are dwindling. Kuo predicts there is about a month of lens inventory remaining, with significant production resuming in May at the earliest.

Looking forward to upcoming models, Kuo predicts the 2020 iPhones will maintain the same ultra-wide lens design as the ‌iPhone‌ 11.

Kuo in January predicted that all of the 5G iPhones were still on track to launch in the fall of 2020. More recently, Kuo mentioned that the long-rumored "‌iPhone‌ 9" or "‌iPhone‌ SE 2" would still be on track to launch in the first half of 2020 despite the coronavirus outbreak.

With the effects of COVID-19 reaching global status, it remains to be seen how much more of an impact the virus will have on Apple's supply chain.

Related Forum: iPhone

Popular Stories

iphone air thickness

Apple Said to Cut iPhone Air Production Amid Underwhelming Sales

Friday October 17, 2025 8:29 am PDT by
Apple plans to cut production of the iPhone Air amid underwhelming sales performance, Japan's Mizuho Securities believes (via The Elec). The Japanese investment banking and securities firm claims that the iPhone 17 Pro and iPhone 17 Pro Max are seeing higher sales than their predecessors during the same period last year, while the standard iPhone 17 is a major success, performing...
iOS 26 Feature

iOS 26.1 to iOS 26.4 Will Add These New Features to Your iPhone

Saturday October 18, 2025 11:00 am PDT by
iOS 26 was released last month, but the software train never stops, and iOS 26.1 beta testing is already underway. So far, iOS 26.1 makes both Apple Intelligence and Live Translation on compatible AirPods available in additional languages, and it includes some other minor changes across the Apple Music, Calendar, Photos, Clock, and Safari apps. More features and changes will follow in future ...
iOS 26

iOS 26.0.2 Update for iPhones Coming Soon

Friday October 17, 2025 7:35 am PDT by
Apple's software engineers continue to internally test iOS 26.0.2, according to MacRumors logs, which have been a reliable indicator of upcoming iOS versions. iOS 26.0.2 will be a minor update that addresses bugs and/or security vulnerabilities, but we do not know any specific details yet. The update will likely be released by the end of next week. Last month, Apple released iOS 26.0.1,...
HomePod mini and Apple TV

Apple's Next Rumored Products: New HomePod Mini, Apple TV, and More

Thursday October 16, 2025 9:13 am PDT by
Apple on Wednesday updated the 14-inch MacBook Pro, iPad Pro, and Vision Pro with its next-generation M5 chip, but previous rumors have indicated that the company still plans to announce at least a few additional products before the end of the year. The following Apple products have at one point been rumored to be updated in 2025, although it is unclear if the timeframe for any of them has...
iPhone Siri Glow

Some Apple Employees Have 'Concerns' About iOS 26.4's Revamped Siri

Sunday October 19, 2025 7:39 am PDT by
iOS 26.4 is expected to introduce a revamped version of Siri powered by Apple Intelligence, but not everyone is satisfied with how well it works. In his Power On newsletter today, Bloomberg's Mark Gurman said some of Apple's software engineers have "concerns" about the overhauled Siri's performance. However, he did not provide any specific details about the shortcomings. iOS 26.4 will...
Apple iPad Pro hero M5

New iPad Pro Has Six Key Upgrades Beyond M5 Chip

Saturday October 18, 2025 10:57 am PDT by
While the new iPad Pro's headline feature is the M5 chip, the device has some other changes, including N1 and C1X chips, faster storage speeds, and more. With the M5 chip, the new iPad Pro has up to a 20% faster CPU and up to a 40% faster GPU compared to the previous model with the M4 chip, according to Geekbench 6 results. Keep in mind that 256GB and 512GB configurations have a 9-core CPU,...
14 inch MacBook Pro Keyboard

New 14-Inch MacBook Pro Has Two Key Upgrades Beyond the M5 Chip

Thursday October 16, 2025 8:31 am PDT by
Apple on Wednesday updated the 14-inch MacBook Pro base model with an M5 chip, and there are two key storage-related upgrades beyond that chip bump. First, Apple says the new 14-inch MacBook Pro offers up to 2× faster SSD performance than the equivalent previous-generation model, so read and write speeds should get a significant boost. Apple says it is using "the latest storage technology," ...
m4 macbook air blue

M5 MacBook Air Coming Spring 2026 With M5 Mac Studio and Mac Mini in Development

Thursday October 16, 2025 3:57 pm PDT by
Apple plans to launch MacBook Air models equipped with the new M5 chip in spring 2026, according to Bloomberg's Mark Gurman. Apple is also working on M5 Pro and M5 Max MacBook Pro models that will come early in the year. Neither the MacBook Pro models nor the MacBook Air models are expected to get design changes, with Apple focusing on simple chip upgrades. In the case of the MacBook Pro, a m...
ios 26 1 liquid glass opaque

iOS 26.1 Beta 4 Lets Users Control Liquid Glass Transparency with New Toggle

Monday October 20, 2025 10:57 am PDT by
With the fourth betas of iOS 26.1, iPadOS 26.1, and macOS 26.1, Apple has introduced a new setting that's designed to allow users to customize the look of Liquid Glass. The toggle lets users select from a clear look for Liquid Glass, or a tinted look. Clear is the current Liquid Glass design, which is more transparent and shows the background underneath buttons, bars, and menus, while tinted ...

Top Rated Comments

outskirtsofinfinity Avatar
74 months ago
Kuo seems to have a pretty solid understanding of how this virus thing is going to play out. He should brief the CDC, who still seems to be uncertain.
Score: 10 Votes (Like | Disagree)
danny842003 Avatar
74 months ago

Amazing how the 24/7 news hungry media can cause such a panic over a common cold virus. Amazing.
Yes nations are literally trashing their economies because of the media....
I’m not saying you should panic but this isn’t a common cold. Spanish flu (a common cold by your logic) killed 50m people with a much less connected word.
Score: 8 Votes (Like | Disagree)
Baymowe335 Avatar
74 months ago
Demand didn't go away. It's just on hold for some markets.

The freak out will end sooner or later.
Score: 7 Votes (Like | Disagree)
voraciousvegan Avatar
74 months ago

Amazing how the 24/7 news hungry media can cause such a panic over a common cold virus. Amazing.
Except it's not just a "common cold virus." How often does the common cold lead to pneumonia & life-threatening respiratory illness? What's amazing is people's willingness to be blind. Outbreaks have happened before in history where millions have died -- why can't they happen again?
Score: 6 Votes (Like | Disagree)
fairuz Avatar
74 months ago

it’s not a cold but just a flu. Death percentage is less than 10% of the number of people who caught it. The people who are dying already have health issues. Most people with no health issue will just show signs/symptoms of a normal flu. The influenza flu this 2019-2020 season already reach 4,800 death in the US. The flu season isn’t even over yet. Maybe you should stay indoors just to be safe.
This isn't a flu. And the average flu death rate is much, much lower. More have died from it because millions were infected, not a few tens like with coronavirus.
Score: 5 Votes (Like | Disagree)
Scottsoapbox Avatar
74 months ago

Kuo seems to have a pretty solid understanding of how this virus thing is going to play out. He should brief the CDC, who still seems to be uncertain.
It's not rocket science: closed factories don't make iPhone parts. iPhone parts needed to make iPhones.
Score: 5 Votes (Like | Disagree)