Key supplier expects iPhone launch delay to Q4 2020

Rumours of a later release for ‘iPhone 12’ models are gathering pace after Broadcom revealed that there could be a “major product cycle delay” for a leading smartphone manufacturer later this year.

Broadcom CEO Hock Tan, who usually references Apple when talking about a “large North American mobile phone” company, said that the impact of COVID-19 had forced a pushback from the traditional September launch window for next-generation smartphones.

Tan’s latest comments were reported by Bloomberg and suggest that Apple’s slate of new iPhone models will not arrive until Q4 2020 at the earliest.

Reports about a possible delay for the ‘iPhone 12’ have been plentiful in recent weeks, with the Wall Street Journal among those also predicting a later launch date for Apple’s premium smartphones.

The Cupertino-based company has seen some of its plans disrupted by the global pandemic, which has applied greater pressure on its supply chains and manufacturing capabilities.

While everything is ramping up again now, the knock-on effect may see at least two of the four planned iPhone models being delayed into October.

Broadcom will know first-hand of Apple’s plans after it rubber-stamped two new component supply agreements with it earlier this year.

Tan revealed details of the potential delay in financial guidance for H2 2020.

He said: “In Q3, we will normally expect to see a double-digit sequential uplift in revenue from the ramp of next-generation phone at our large North American mobile phone customer.”

Tan added that the increase in revenue would not be registered until Q4 this time around.

Apple has opted for a staggered release of iPhones in the past.

Back in 2018, Apple launched the more expensive iPhone XS and XS Max models in September before releasing the cheaper iPhone XR a month later.

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I've been a passionate evangelist for Apple and the Macintosh throughout my working life, my first love was a Quadra 605 working with a small creative agency in the south of Norfolk UK in the mid 1990's, I later progressed to other roles in other Macintosh dominated industries, first as a Senior graphic designer at a small printing company and then a production manager at Guardian Media Group. As the publishing and printing sector wained I moved into Internet Marketing and in 2006 co-founded which grew to become one the top 200 visited sites in the US (according to Quantcast), at its peak receiving over 15 million visits per month. For the last ten years I have worked as an Affiliate and Consultant to many different business and start ups, my key skill set being online marketing, on page monetisation, landing page optimisation and traffic generation, if you would like to hire me or discuss your current project please reach out to me here.

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