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Apple Supplier Fuels iPhone 12 Delays

Prominent iPhone supplier, Broadcom, has fuelled rumours Apple’s 2020 iPhones will be delayed past its usual September timeline, following remarks from its CEO in an investors call.

The chipmaker offered a bleak Q3 revenue outlook following better-than-expected Q2 results, and flagged a “major product cycle delay” at a “a large North American mobile phone customer.”

Market commentators claim it’s likely the customer is Apple, coupled with former market reports Apple has pushed back the usual product ramp up of its new iPhones.

The earnings call warned Broadcom investors that the historic lift in third-quarter revenue would likely be pushed into Q4, with CEO Hock Tan noting “nothing has changes in terms of designs, nothing has changed in terms of content.”

Apple has traditionally unveiled its new iPhones in September, with reports first suggesting a delay was likely given supply chain impacts derived from the coronavirus pandemic.

According to Chinese news outlet, gizchina, a new report from Cowen investment bank predicts 2020 iPhones could be delayed by as much as two months, potentially to November.

The report also points towards a 13% year-on-year reduction in Q2 first year production output.

Apple is expected to unveil four new iPhone models this year, including its first 5G-supported variants.

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