New iPhones typically launch in September, going on sale weeks later. However, the COVID19 pandemic has turned this tradition on its head. Reports that the iPhone 12 is being delayed is not in short supply, from The Wall Street Journal and others.
The latest report suggests that the iPhone 12 could be delayed by 2 months all the way into November. In a note to investors on May 26th, analysts Krish Sankar says:
Our latest checks also suggest there will be four devices that will succeed the current three in the 11 family (11/Pro/Max) and all will support 5G wireless. We also anticipate the future iPhone ’12’ family of products will launch around C4Q20; a shift in the timing by a month or two is not material in the long term.
Sankar adds that shipment orders for the iPhone will remain steady at 35 million units in June, largely thanks to the newly released iPhone SE. The note suggests shipments for the new mid-range iPhone will hit 25 million in large part due to its low price selling point.