Wamsi Mohan, a global securities analyst at Bank of America claims Apple could delay the launch of the iPhone 15 lineup by a “few weeks” past the traditional September debut.
Mohan’s prediction was included in a research note obtained by Barrons after conducting channel checks in Apple’s supply chain. Mohan believes the launch could slip into the fourth (October to December) quarter, and he is concerned that guidance for the third quarter could disappoint Wall Street analysts as a result of the possible delay.
Mohan now expects to see September quarter revenue of $87.1 billion, which is well below the current consensus of $91.6 billion. The analyst said he expects sales of 48 million iPhone units in the September quarter, which is also well below the Street consensus forecast of 51 million.
Mohan did not provide a reason for the expected iPhone 15 launch delay, and we haven’t seen any other sources suggesting that Apple’s next iPhone lineup debut might not occur in September, so always take claims like these with a grain of low-sodium seasoning.
Last year, the iPhone 14 lineup was unveiled on September 7, with the iPhone 14, iPhone 14 Pro, and Pro Max going on sale on September 16. However, the iPhone 14 Plus did not launch until October 7. The delay was reportedly due to production issues caused by lockdowns at Chinese manufacturing sites.
In May 2022, Nikkei had said the availability of at least one iPhone 14 model could be at risk for the fall, as development has fallen three weeks behind due to Chinese COVID-related shutdowns.
(Via MacRumors)
(Image Credit: 4RMD)
