- Apple has taken up an online qualification process for the iPhone 12 models and has assigned more tasks to local employees, thereby causing a one-month delay.
- The iPhone 12 model with mmWave will be delayed due to the changes to the antenna design.
- iPhone SE pre-orders have been better than market expectations so far.
Well-known analyst Ming-Chi Kuo of TF International securities has shared a new investors note detailing the developments of the iPhone 12 models. Kuo says that Apple has taken up an online qualification process for the phones and has assigned more tasks to local employees. All of which have resulted in a one-month delay in engineering verification testing. The iPhone 12 line-up is expected to comprise of four models and the analyst is predicting a staggered schedule for mass production later this year. The rumoured 6.1-inch and 5.4-inch iPhone 12 models will enter mass production in September. While the 6.7-inch model won’t enter mass production until October since it has the “most complicated design.” This means that Apple could introduce all models at once, but they might hit stores in stages at a later date. Similar to what happened with the iPhone X and iPhone XR.
Furthermore, Kuo also cites a delay related to the mmWave iPhone 12 model due to the changes to the antenna design. It will be pushed further back since the design of the antenna in package (AIP) changes in early April. The test lab is not functioning and can’t quality at the moment. Additionally, if the coronavirus pandemic can’t be controlled until July, the shipment allocation of mmWave iPhones will be decreased to 5-10 percent from 15-20 percent.
Separately, Kuo says the iPhone SE Plus 2020 that was tipped to be in the works is likely delayed until the second half of 2021. The analyst earlier predicted the phone would launch in the first half of 2021. Talking about the newly introduced iPhone SE, Kuo says the pre-orders have been “better than market expectations” so far. It is expected to ship 12-14 million units during Q2 2020, followed by 10 million units in Q3 2020. What does the better than expected sales of iPhone SE 2020 mean to the rest of iPhone line-up is that consumers are likely willing to purchase low price smartphones or stop buying altogether. Meaning, the iPhone 11 and iPhone 11 Pro will witness a decline in sales. TF International Securities is also cutting down the Q2 2020 iPhone shipment estimation by 30 percent due to COVID-19 impact.