There's mounting evidence that iPhone 12 won't launch in September

Joanna Estrada
June 5, 2020

Tan's expectations that the iPhone 12 will be delayed (or at least one variant of the iPhone 12) generally falls in line with a recent report from DigiTimes claiming that volume production of the mainstream 6.1-inch iPhone 12 isn't expected to start until sometime in July or August - later than Apple's typical production timeline. This particular model has a 5.5-inch display, and is supposedly the successor to this year's smallest iPhone 12 model, which measures 5.4 inches according to leaks.

"We would normally expect to see a double-digit sequential uplift in revenue from the ramp of next-generation phones at our large North American mobile phone customer", Tan said.

The company forecast fiscal third-quarter revenue of about $5.75 billion (4.5 billion pounds), plus or minus $150 million.

Apple typically unveils iPhones in the second week of September, but Tan hinted that he expects to see a big uptick in "wireless revenue" in Q4 - between October and December, then.

'Nothing has changed in terms of designs'.

As Bloomberg points out, the global coronavirus pandemic has caused logistical delays with lockdowns and disrupted travel, as well as causing employees to work from home.

Bloomberg reiterates this possibility this week citing statements made during the Q2 2020 earnings call on Thursday of Broadcom, a known major Apple supplier. He confirmed that Broadcom hardware was in the new phone.

Apple is a large customer of Broadcom and inked a $15 billion deal with them in January - the company makes wireless components for the iPhone.

According to a variety of sources, Apple's iPhone 12 will be completely wireless, meaning users will not receive a free pair of earbuds and be forced to purchase the firm's $159 AirPods, and feature a smaller camera "notch" and nearly zero bezel.

Other reports by Click Lancashire

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