A new report into Foxconn's financial situation suggests that it isn't the "iPhone 12" at risk for a later than expected release, but Apple products currently in development for future years will be affected by the COVID-19 outbreak the most.
The new LiDAR camera sensor that debuted in Apple's latest iPad Pro this week is an enhancement upon the depth sensing TrueDepth front-facing imaging array that first made its appearance on iPhone X in late 2017. This year as it arrives on iPhone 12, LiDAR appears to set to achieve a massive installed base of tens of millions of users. Here's why that's important.
Apple is reportedly considering delaying the launch of its expected 5G iPhones by "months" on concerns that the global coronavirus pandemic will impact demand, as well as lingering supply chain issues.
Following overnight supply chain reports suggesting that the A14 chip will see massive delays, J.P. Morgan's Gokul Hariharan casts serious doubt on the questionable report, but sees other factors potentially holding up the "iPhone 12" for up to two months.
Though Apple's supply partners in China are still grappling with fallout from the COVID-19 outbreak that left factories in the region shuttered for weeks, the tech giant's important iPhone release cycle has yet to see significant disruption from the ongoing crisis, according to a report on Thursday.
The "once in a century" coronavirus outbreak is forcing Daniel Ives from Wedbush to tailor estimates for Apple downward, mostly based on iPhone demand deterioration in the short term and an "iPhone 12" release later than expected.
A report on Wednesday reaffirms numerous claims that Apple will this fall debut an iPhone model featuring an integrated rear-facing VCSEL laser system, good for depth measurements that power advanced augmented reality applications.
Wamsi Mohan from Bank of America has tweaked his target price for Apple stock, and is slightly reducing what he expects from the company for 2020, mostly because of supply and demand impacts from the coronavirus pandemic.
The production schedule for the 'iPhone 12' collection is allegedly being affected by COVID-19 in one more way, with Apple's self-imposed travel restrictions preventing its own engineers from performing tests on components for the 5G-equipped models.
Timothy Arcuri from UBS is seeing some short-term struggles for Apple and the iPhone between production problems and temporary demand decreases, but sees restoration of iPhone production and sales in 2020.
As investors ride the "roller coaster" that is Apple's coronavirus-impacted stock price, Daniel Ives from Wedbush sees a firm core business, and outstanding long-term prospects for Apple and the 5G "iPhone 12."