The iPhone is Officially Delayed
Apple didn’t mince words here: The iPhone 12 is officially not coming in September.
During the earnings call, Apple’s CFO Luca Maestri confirmed what we’ve been hearing for a while: the release of this year’s iPhone will be “slightly later than usual,” making it one of the few times that Apple has ever shared a product delay like this. In fact, Apple doesn’t usually even acknowledge that a new iPhone is coming at all.
Of course, since September and October span two different quarters, it’s important for Apple to be candid with its investors, if not its customers, since this will make for an impact on the Q4 2020 revenue. It’s the same reason that major Apple suppliers Broadcom and Qualcomm strongly hinted at iPhone delays to their own investors, since Apple’s component orders affect their bottom line as well.
This doesn’t mean Apple might not still choose to hold a September launch event as it usually does, but merely that the actual iPhone models themselves won’t go on sale until a few weeks later.