Mikey Campbell
The CEO of Apple supplier Broadcom on Thursday said an expected revenue bump in the firm's wireless sector revenue will arrive one quarter later than usual this year, suggesting a launch of 2020's iPhone lineup is slated for a similar delay.
In comments made during an earnings conference call, Broadcom chief Hock Tan cited a "major product cycle delay" at a "large North American mobile phone" customer as cause for the delayed income.
As Bloomberg reports, Tan sometimes uses the vague descriptor as a sobriquet for Apple.
"We are in," Hock said, assumedly referring to Broadcom parts in the next iPhone. "The question is timing."
More specifically, Tan said, "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."
Apple is widely anticipated to debut a next-generation "iPhone 12" this fall, though an exact launch timeline is in dispute due to effects of the ongoing coronavirus pandemic. The company typically unveils its latest smartphones in September, but a number of reports have indicated this year's launch will take place in October or later.
Most recently, reports from the supply chain claimed Apple assembly partners are gearing up for a start to production in July.
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13 Comments
Impossible to know of course but there is one aspect that is worth commenting on.
If the iPhone 12 were to ship 'on time', a matter of weeks later, QC would be releasing the next generation of its 5G modem for release in Android phones in early 2021.
Delaying the iPhone 12 release by a full quarter would pit it against the S30 (very likely with that new 5G modem and corresponding SoC) and the P50 series with Huawei's latest 5G modem too.
From there the speculation can start. Would any rumoured delay be a reaction to not having material time to release the iPhone 12 within Apple’s typical refresh window, or a planned delay to integrate QC's latest modem just before it ships on Android phones, or perhaps a combination of both? Or none of them (should the rumour prove unfounded).
Hope Apple releases an 5.4” iPhone 12 Pro instead of the junky 5.4” iPhone 12! It is only $300 cheaper and lacks $700 less technology and looks, gives you aluminum edge, not stainless steel, inferior camera and 2 less GB of RAM and has inferior OLED panel too! It is from LG not Samsung! Ugh!