The iPhone 17 series, set to launch in September, is reportedly facing significant stock shortages due to a scarcity of low-CTE fiberglass cloth, a vital component in the manufacturing of SoC chips and other electronic components. This material plays a crucial role in smartphones, particularly in core electronic components that demand high precision and efficient heat dissipation.
Apple CEO Tim Cook is pushing suppliers daily to rectify the shortage, according to a supply chain source. The iPhone 17 models are expected to feature improved designs, larger camera islands on the Pro models, and a new addition: the iPhone 17 Air, a sleeker, slimmer model aimed at users who value aesthetics.
However, the limited availability of low-CTE fiberglass cloth poses a challenge for Apple. Tariffs also loom as a concern, with the company currently enjoying a temporary exemption but facing uncertainty about relocating production to avoid tariffs in other countries. If manufacturing is shifted elsewhere, Apple may have to absorb additional costs or raise phone prices.
Analysts predict that the iPhone 17 Air could feature better-than-expected battery life due to a high-density battery, energy-efficient C1 modem, and absent Ultra Wide camera. Nonetheless, the supply chain shortage and tariffs will likely impact the availability and pricing of the iPhone 17 series.
Source: https://www.benzinga.com/25/04/44917129/apple-ceo-tim-cook-gets-anxious-over-this-issue-threatening-the-inventory-of-iphone-17-he-is-pushing-suppliers-every-day