Apple has confirmed what many thought might be the case leading into the latter half of a tumultuous 2020 a delay in launching new iPhone models this fall. “Last year we started selling new iPhones in late September, this year we expect supply to be available a few weeks later,” said Apple CFO Luca Maestri in an earnings call with investors.
Maestri didn’t reveal why this year’s iPhone supply is delayed or constrained, but rumors of an iPhone delay have been circulating for months. The Wall Street Journal reported earlier this year that Apple had delayed mass production of its upcoming iPhone handsets by around a month. Qualcomm also hinted at an iPhone delay earlier this week, highlighting a “partial impact from the delay of a global 5G flagship phone launch” for its fourth quarter projections.
Apple typically unveils its annual iPhone refresh in September and begins shipping devices before the end of the month. It’s not clear if devices won’t be ready until October, but Apple could still choose to unveil its new handsets during an event in September.
Qualcomm said earlier this week that it expects a “partial impact from the delay of a flagship phone launch.” The delay “pushes some of the units out from the September quarter to the December quarter for us,” Qualcomm Chief Financial Officer Akash Palkhiwala told Reuters.