According to Reuters today, the tension between Japan and South Korea could have a negative impact on iPhone XI production. This will be due to an export restriction that the Japanese entities will have to impose as of July 4th.
According to what is being advanced, the Japanese government will restrict exports to South Korea of two key materials for the development of displays and semiconductors. Thus, Samsung may have trouble making enough displays to meet Apple's demand.
Samsung may need 90 days to get screen making material
Reuters said Japanese companies would have to apply for export permits. Such permission may take up to 90 days to be approved and will have to be submitted whenever companies wish to submit material to South Korea.
Until now, these permits have been treated as a high priority by Japanese entities. This is because Japan currently holds 90% of the world's export of fluorinated polymer, a material essential for screen development.
Will Apple have an alternative to work around this potential problem?
Although Apple has a contract with Japan Display to provide displays, Apple may not be able to meet the needs of the US company. It is far from the production capacity of Samsung and LG.
Remember that Samsung and LG are the main producers of this type of components worldwide, both based in South Korea. Therefore, both were caught up in the current tension between Japan and South Korea.
The next iPhone XI will be presented in September and this problem may be resolved by then. Hopefully by then this embargo will dissolve and Apple and Samsung will have all the means at their disposal to meet consumer demand.