The eagerly awaited iPhone 15 series launch from Apple might face a delay, pushing the release beyond its usual early September schedule. This revelation comes from a reliable industry insider who has a proven track record of accurate predictions. Additionally, a potential reason for the delay has surfaced through a recent leak.
In a research note shared with Barrons, Wamsi Mohan, a respected global
securities analyst at Bank of America, disclosed that after conducting thorough
investigations in Apple's supply chain, he expects the iPhone 15 to be launched
in the fourth quarter, which spans from October to December.
Mohan has established his credibility by accurately predicting the
iPhone 12 delay in 2020, making this latest report more surprising, especially
considering the previous delay was largely influenced by the COVID-19 pandemic.
Notably, Mohan did not provide an explicit reason for the delay.
However, on the same day, The Information, a consistently reliable source of
Apple leaks, revealed a possible explanation. As indicated by The Data, the
postponement basically influences the iPhone 15 Pro and iPhone 15 Pro Max,
which integrate another assembling cycle from LG to make very thin bezels.
The report indicates that LG displays are failing reliability tests at
the point where they are fused to the chassis, forcing Apple to alter the
design. It is stated that Apple possesses displays from Samsung that pass the
tests, but their availability in sufficient numbers will be limited, leading to
stock shortages during launch.
Though both reports differ slightly, The Information suggests that the
iPhone 15 Pro and Pro Max launches will proceed as planned, albeit with limited
stock. On the other hand, Mohan has already adjusted his projections for
Apple’s September quarter, factoring in the delay across the entire range. The
analyst predicts a significant $4.5 billion revenue drop ($87.1 billion from
$91.6 billion) due to the missing iPhone 15 sale weeks.
Delaying iPhone launches is not entirely uncommon. The iPhone 12 and
iPhone 14 Plus faced similar setbacks due to pandemic lockdowns in China.
Furthermore, the iPhone X was deferred by two months in 2017 as Apple
progressed to an all-new plan. However, in those instances, the delays were not
caused by a single design element, unlike the current situation, where such
flaws are typically addressed during early manufacturing runs.
Despite the delay, the demand from eager upgraders is expected to
remain strong, leading to significant backorders extending up to Christmas and
beyond.
Moving on to the leaks about the iPhone 15 Pro and Pro Max, buyers can
anticipate several improvements, including a next-gen 3nm A17 chipset, a
titanium chassis, a solid-state Action button, and an upgraded UWB. Moreover,
the new models will feature the highly sought-after super slim bezels.
Meanwhile, the iPhone 15 and iPhone 15 Plus will largely adopt the design and
specifications of the iPhone 14 Pro and Pro Max, with the entire range
transitioning from Lightning to USB-C.
Concerning the estimating, almost certainly, clients should pay a
premium for these new and high level iPhones.
The Impact of the Delay on
Apple's Revenue
Given the delay in the iPhone 15 series launch, analysts are closely
observing its potential impact on Apple's revenue. The delay affects not only
the iPhone 15 Pro and Pro Max models but also the entire range. As a result,
Wamsi Mohan has already revised his projections for Apple's September quarter,
anticipating a substantial $4.5 billion drop in revenue due to the missing
iPhone 15 sales weeks.
While Apple has faced delays in the past, the significance of this
delay lies in the singular design element causing the setback. The issue with
LG displays failing reliability tests and the subsequent design change could
lead to challenges in meeting the demand for the new iPhones. Despite this, it
is expected that eager customers will persist, leading to an influx of orders
and potential long backorders, extending well into the holiday season and
possibly beyond.
The Bright Side: Exciting
Upgrades for iPhone 15 Pro and Pro Max Buyers
For those eagerly waiting to upgrade to the iPhone 15 Pro and Pro Max,
the delay might be worth it. These models are expected to come with several
exciting upgrades, including a next-gen 3nm A17 chipset. This state of the art
processor guarantees further developed execution, power productivity, and by
and large client experience.
In addition, Apple is reportedly using titanium chassis for the Pro
models, making them more robust and durable. The solid-state Action button will
likely offer better responsiveness, enhancing the device's usability.
Moreover, the inclusion of upgraded UWB (Ultra-Wideband) technology is
anticipated. UWB enables advanced spatial awareness, allowing users to interact
with their devices in more intuitive ways. These enhancements, combined with
the highly sought-after super slim bezels, are likely to make the iPhone 15 Pro
and Pro Max highly desirable devices for tech enthusiasts and professionals
alike.
The iPhone 15 and iPhone 15
Plus, what about them?
While the focus is often on the Pro models, the standard iPhone 15 and
iPhone 15 Plus are not to be overlooked. These models are expected to carry
forward many of the design elements and specifications of their predecessors,
the iPhone 14 Pro and Pro Max. This means users can still expect top-tier
performance and an impressive feature set.
One notable change is the transition from Lightning to USB-C, which
aligns with Apple's ongoing efforts to standardize their device connections and
offer faster data transfer and charging capabilities. With these overhauls, the
iPhone 15 and iPhone 15 Or more are probably going to go on as well known
decisions for those looking for a strong and solid cell phone insight.
While the delay in the iPhone 15 series launch might
disappoint some eager customers, the upgrades and improvements it brings to the
table are certainly worth the wait. Apple's obligation to conveying state of
the art innovation and top-level execution stays obvious in the impending
iPhone setup.
Whether it's the advanced features of the iPhone 15 Pro and Pro Max, or
the familiar yet impressive experience of the iPhone 15 and iPhone 15 Plus,
Apple enthusiasts have much to look forward to. As the day for kickoff draws
near, it will be entrancing to perceive how Apple tends to the difficulties
presented by the postponement and satisfies the appeal for their imaginative
new gadgets.



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