Carolina Milanesi, principal analyst at Creative Strategies, told Engadget that “I imagine this could be as simple as the iPhone not being in the last week of the third quarter as it has been in recent years. Such a delay would be in line with rumors from the supply chain, but it would not necessarily mean that the delay will impact the fourth quarter. ” Similarly, Anshel Sag, chip and consumer technology analyst at Moor Insights & Strategy assumed “that it is very likely to be Apple, especially when you consider that the most crucial period of its company development cycle was probably the most affected during the peak of COVID- 19. “
Apple is within a few hours of revealing its latest results and providing investor guidance, and we may hear more about its launch plans at the time. If there’s a delay in the launch of the next iPhone series, it’s probably only a few weeks later than usual, think of October instead of September, but Techsponential’s Avi Greengart explained, “Apple is big enough to move the needle by any component supplier. “
In his call to investors, Qualcomm Akash Palkhiwala said, “Our customers end up buying chipsets that make it easy to launch in the couple of months before launch. So what we are really seeing here is due to the delay, part of those purchases are made in the September quarter and are taken into account in our orientation and another part would be expelled to the December quarter. “
