A Bank of America financial analyst has informed investors about a possible delay in the launch of the iPhone 15. The financial news service Barron’s, which belongs to Dow Jones, received insight into the message from analyst Wamsi Mohan, who cites sources in the supply chain.
According to the note, Mohan expects the release to be delayed by a few weeks, making an October date seem likely. He does not give a reason for the postponement. According to Apple’s usual calendar, the iPhone launch is expected in early September.
An individual analyst’s assessment should, however, be viewed with due caution. The announcement should certainly motivate other experts with sources in the supplier industry in China to position themselves on the issue. The analyst Ming-Chi Kuo from Taiwan, in particular, repeatedly appears with the results of his surveys at Apple’s parts manufacturers. So far he has not commented.
The news of the postponement is of great importance for the financial world, as it also changes the sales forecasts for Apple significantly, especially since the iPhone is the company’s flagship product. With the iPhone 12, the same analyst was right.
What makes the experts stop is that Mohan once correctly predicted a postponement of the iPhone release. In the first Corona year, 2020, he informed investors that Apple will probably not be able to meet its traditional September deadline due to Covid lockdowns. And that’s how it was: The iPhone 12 and the iPhone 12 Pro didn’t appear until the end of October. The iPhone 12 Mini and the iPhone 12 Pro Max were even delayed until mid-November.
The September date of the iPhone is usually considered set by Apple. In addition to the WWDC developer conference, which usually takes place in early June, it is a fixture in Apple’s annual calendar. However, a deviation from this would not be unusual this year.
In 2023, Apple has already deviated significantly from its usual event practices. In January, the M2 Pro and M2 Max were surprisingly presented with new Macs – but only as part of press releases. It was considered likely that the performance was originally planned for autumn 2022, but had to be postponed due to lockdowns in China.
There was no spring event, as Apple likes to hold at the end of March, so that media representatives met for the first time at Apple at the beginning of June with the WWDC. With the presentation of the Vision Pro, Apple’s first three-dimensional computer, this was also out of the ordinary, especially since hardware there with the MacBook Air 15 inch, the second Mac Studio and the new Mac Pro took up an unusually large amount of space.
Recently there was speculation as to how Apple could shape the autumn. Should the iPhone actually be pushed back to October, it will shed new light on reports that Apple could also announce the first Macs with the M3 in October. It is questionable whether a second event will actually take place. With the expected first chips in 3-nanometer design for iPhone and Macs, there would even be a common denominator for both product presentations. As early as 2022, the Apple autumn was manageable in terms of events. (mki) Home