Broadcom, which makes iPhone parts for Apple, today signalled that some of its 2020 iPhone models may be delayed due to the ongoing global health crisis. Hock Tan, Broadcom’s chief executive, was quoted by Bloomberg as saying that the launch cycle for a “big North American mobile phone manufacturer” may have been delayed. While Apple’s name was not explicitly mentioned,media said it was a term that Hock Tan often used to refer to the company.
In addition, Hock Tan made the comments because the company expects wireless revenue in 2020 to be one quarter later than usual.
When it comes to home components used in iPhones, Hock Tan says they do get orders, but the question is the timing.
Broadcom’s revenue is not expected to grow during the Q4 pre-season. The company also expects third-quarter wireless revenue to fall from a year earlier.
Rumours about the release date of the 2020 iPhone are contradictory, but most of the information suggests that Apple still plans to launch new devices this fall. But some models may have a slightly later launch date than in previous years, according to hints from Broadcom executives.
Of course, this is not the first time we have seen such a situation. In September 2018, for example, Apple first launched the iPhone XS and XS Max, and then the entry-level iPhone XR model in October.