We've heard rumors that this year's iPhone 12 launch could be later than normal, and now an executive at a major company may have confirmed that that'll happen.
During an earnings call today, Broadcom CEO Hock Tan said that there will be a "major product delay" at a "large North American mobile phone" customer. Bloomberg notes that Tan frequently refers to Apple in this way. "We are in," Tan added, saying that "The question is timing."
The exec explained that this delay will mean the increase in wireless revenue that Broadcom normally gets in a particular quarter will now come one quarter later. "This year, we do not expect to see this uptick in revenue until our fourth fiscal quarter. So accordingly, we expect, our wireless revenue in Q3 will be down sequentially."
Broadcom supplies components for things like Wi-Fi to Apple for use in the iPhone.
Last month, a report claimed that production of the display panels for the iPhone 12 and 12 Pro phones could begin 6 weeks later than normal. Rather than starting in early June it could start in late July, which means that rather than launch in September like iPhones have in the past several years, the iPhone 12 models could arrive in October.
We'll have to wait until later this year to find out if these reports of a delayed iPhone launch are true, but a later-than-normal launch wouldn't be a surprise given everything going on with the coronavirus pandemic. Because of COVID-19, most Apple employees have been working from home and haven't been able to travel to China to finalize the iPhone 12 devices.
While the iPhone X did launch in October in 2017, most recent iPhone models have launched in September, which is why the news that this year's iPhones might be delayed is notable. We've heard that the iPhone 12 and iPhone 12 Pro could feature upgrades like a better camera and 5G support, though, so the delay could be worth it.