Rumors of a possible delay in the release of the next iPhones have been running for a long time , because of the blissful Coronavirus pandemic. Yes, it is true that this spring has been unusual, with factories closed, and people confined to home doing telework, those who could, of course.
But it is also true that factories have been working for weeks now. Sure it has affected the planning of the new devices, but I think there is also time to react and not alter the planned dates much. The thing is, Broadcom is already “warning” of a possible delay . And if a manufacturer of iPhone components says it, it is true.
Hock Tan, CEO of Broadcom, has thrown the stone and has hidden his hand. According to Reuters, he publicly commented yesterday that “a client of his from the USA he will not be able to launch his next smartphone this quarter of the year, as usual. White and bottled.
Broadcom is a regular supplier to Apple supplying various types of chips, including Wi-Fi and LTE telecommunications modems. The last contract signed is an order worth $ 15 billion. Almost nothing that you have to manufacture.
Apple is based in Cupertino, California. And traditionally every year it announces its new iPhones in the September keynote and they go on sale in October, so of course, water.
Tan has been forced to give this news to warn its shareholders of a possible delay in billing in the third quarter of this year, used to be very good thanks to the chips made for Apple iPhones. So warn that this upturn in turnover will go into the fourth quarter.
Our friend the analyst Ming-Chi Kuo, in the month of April already predicted a delay of a month in the departure of the iPhone 12 due to the pandemic. I did not believe much, there was time to react. But if one of your suppliers “hints” at you now in June, things change.