iPhone 15 Pro Max customers will have to wait until mid-November: What is the reason for the delay?

From the first days of accepting orders for Apple's latest generation smartphones, it has become clear that users will have to wait until mid-November to buy the flagship iPhone 15 Pro Max model, but experts explain that this is not only a result of high demand, but also a technological difficulties associated with the production of the periscope camera used in this smartphone.

Well-known analyst Ming-Chi Kuo noted in his blog post that the cause of the problem is the four-prism compact camera module supplied by the LGIT company. In order to ensure a satisfactory product level in this area, Apple urgently raised the requirements for the technical specifications of the lens system supplied by Largan. This change was supposed to reduce the rate of defects in the assembly of camera modules.

In this situation, Largan had to increase the production volumes of the lens system for the iPhone 15 Pro Max camera module, and in this case the price of the optics had to be increased by more than 20% to cover the costs incurred.

This will have a positive impact on Largan's revenues and profits. No optics manufacturer can yet compete with Largan in this area, and the analyst believes that Largan will remain the sole supplier of quad-prism telephoto camera modules in the optical system for the iPhone 16 Pro and iPhone 16 Pro Max next year.

Experts at Morgan Stanley, for their part, said that the waiting time for the order of the iPhone 15 Pro Max is an average of five to six weeks, which is the longest waiting time for the order of any iPhone model released in the last seven years.

In China, according to sources, demand for the iPhone 15 family of smartphones has been higher than expected, especially amid reports that the Chinese authorities intend to ban the use of Apple products by government officials and employees of state-owned companies at work.

The long wait times for iPhone 15 Pro Max orders in the US are indicative of both high demand and difficulties in producing the required number of smartphones. According to representatives of Morgan Stanley, such dynamics of demand should contribute to the growth of the price of Apple shares in the medium term.