Apple’s first 5G iPhone 12 may not ship until later than normal this year, as the company grapples with COVID-19 supply chain problems, a senior company partner has suggested.
A little later than normal
Broadcom CEO Hock Tan warned investors that his company’s 2020 revenue would be impacted by what he described as a major product cycle delay at “a large North American mobile phone customer,’ which is apparently how he has referred to Apple in the past.
Of course, we don’t know he’s discussing Apple, but it seems pretty likely, as most other North American mobile phone firms make relatively inconsequential quantities of devices.
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Source: Computer World