“[In] a research note shared with AppleInsider, well-informed KGI analyst Ming-Chi Kuo notes a change in supplier weighting combined with low yield rates has caused a shortage of Lightning connector supply,” Mikey Campbell reports for AppleInsider.
“Being roughly 80 percent smaller than its predecessor, Lightning is a complex component and requires new production methods, therefore decreasing the initial yield rate,” Campbell reports. “It is estimated that Cheng Uei, otherwise known as Foxlink, has been allocated 60 percent of all Lightning production, while Hon Hai, or Foxconn, retains the remaining 40 percent.”
Campbell reports, “However, output from supply channels indicate that only Foxlink is able to make stable shipments due to a better yield rate, meaning overall supply can’t meet crushing demand from early iPhone 5 adopters… Sources say Apple has asked Cheng Uei to dedicate additional workers and production lines to Lightning production to make up for the supply gap… ”
Read more in the full article here.