Logll Tech News — Get ready for the next big thing in the tech world as Apple‘s highly anticipated iPhone 15 series is just around the corner!
- However, brace yourself for some unexpected news, as there are whispers of a possible delay in the launch of this revolutionary smartphone lineup. The speculation comes from none other than Wamsi Mohan, an esteemed global securities analyst at Bank of America, who conducted comprehensive channel checks within Apple’s supply chain. Let’s dive into the juicy details and explore what this means for Apple enthusiasts worldwide.
A Slight Delay on the Horizon?
According to Wamsi Mohan’s research note, the grand unveiling of the iPhone 15 series might face a minor setback. It appears that the launch could be postponed by “a few weeks,” causing the tech giant to break away from its customary September timeframe. As we eagerly await the release, Mohan’s concerns revolve around the potential disappointment for Wall Street analysts, who might witness guidance for the third quarter fall short of expectations due to this unforeseen delay.
Lower Revenue Expectations
With the possibility of a delay looming, Mohan has revised his estimates for the September quarter’s revenue. Instead of the previously expected $91.6 billion, he now predicts a figure of $87.1 billion, even with a favorable 2.5% tailwind from foreign-exchange rates. Moreover, the analyst’s forecast for iPhone unit sales during the September quarter stands at 48 million, falling below the Street consensus forecast, which hovers at 51 million.
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The Mystery Behind the Delay
Despite Mohan’s predictions, it’s important to approach this news with caution. As of now, there are no concrete indicators from other sources suggesting a delay in Apple’s grand iPhone 15 launch. The reasons behind this alleged delay remain shrouded in mystery, and Mohan himself refrains from speculating on the cause. Until we hear official word from Apple, it’s best to remain cautiously optimistic.
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A Look Back at Last Year’s Launch
To get a sense of how this potential delay could play out, let’s glance back at last year’s iPhone 14 series launch. Apple announced the iPhone 14, iPhone 14 Pro, and Pro Max on September 7, with the latter two models hitting the shelves on September 16. However, the iPhone 14 Plus saw a delayed release, hitting stores on October 7. This delay was reportedly caused by production disruptions triggered by Chinese lockdowns at manufacturing sites.
iPhone 15 Lineup Strategy
Despite the uncertainty surrounding the launch date, industry experts expect Apple to maintain its tried-and-tested strategy of releasing four iPhone models. The iPhone 15 series is rumored to include the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max. Like its predecessors, the Pro models are likely to boast exclusive features that set them apart from the more budget-friendly iPhone 15 devices.
Near-Term Expectations
With just two weeks left for Apple’s latest earnings report, excitement is building among investors and tech enthusiasts alike. Mohan predicts that the company’s June quarter results are likely to align with Street estimates. However, brace yourself for some year-over-year sales declines in every Apple hardware category for the quarter.
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FAQs:
As of now, there’s no official confirmation from Apple about any delay in the iPhone 15 series launch. Wamsi Mohan’s prediction should be taken with a grain of caution until Apple makes an announcement.
The delay, if it happens, could impact the guidance for the third quarter, leading to lower revenue expectations and affecting the sales forecast for iPhone units.
Apple is likely to stick with its four iPhone model strategy, with the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max.
The Pro models are expected to come with exclusive features that won’t be available in the more affordable iPhone 15 variants.
The iPhone 14 Plus experienced a delayed launch due to production disruptions caused by Chinese lockdowns at manufacturing sites.
Apple usually announces its new iPhone lineup in September, so keep an eye out for the company’s official announcements around that time.