The CEO of Broadcom, one in every of Apple’s main suppliers for {hardware} like iPhone Wi-Fi chips has shared at present that it expects Apple’s iPhone 12 lineup to see a delay from the standard September timeframe to This autumn, including extra weight to the concept it is going to be October earlier than Apple launches this yr’s iPhones.
Reported by Bloomberg, Broadcom’s CEO shared extra in regards to the firm’s expectations for the iPhone 12 launch throughout an earnings name with out explicitly naming Apple.
Hock Tan, chief govt officer of Broadcom, mentioned a “main product cycle delay” at a “giant North American cell phone” buyer, throughout an earnings convention name with analysts on Thursday.
Tan usually refers to Apple this fashion. This time, the chief stated the delay will imply the bump in wi-fi income skilled by Broadcom will occur one quarter later than typical this yr.
The launch change for this yr’s iPhone 12 lineup is important for Broadcom because it means its income for Q3 will likely be notably decrease.
“This yr, we don’t count on to see this uptick in income till our fourth fiscal quarter,” the CEO added. “So accordingly, we count on, our wi-fi income in Q3 will likely be down sequentially.”
The information corroborates what we’ve been listening to from different sources just like the WSJ, Bloomberg, and Ming-Chi Kuo over the previous few months.
The present consensus is that Apple will launch the iPhone 12 lineup in October this yr, though Tan’s remark at present is a little more basic with the point out of This autumn. We might nonetheless see Apple unveil the most recent iPhones throughout a September occasion with availability simply pushed out one month. Or additionally see a staggered launch like we did with the iPhone XR and X again in 2017.
For extra on the iPhone 12, try our roundup of everything we know here.
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