A new report today indicates that due to the impact of the coronavirus outbreak, iPhone 12 production is already 1-2 months behind schedule.
It says the current situation is ‘months of delay’ in mass production, but Apple and its suppliers are working flat to make up for lost time.
Nikkei ‘s article is one of the more pessimistic, but it does not entirely rule out the possibility of the launch of the iPhone 12 being postponed until next year.
However, the language used is quite vague.
That may mean that Apple won’t have any phones ready to launch in September, or simply that it would only make models for launching orders in the next month, meaning that many customers will have longer waiting times.
Consequently , the latest report also tells us nothing about Apple’s launch plans, and all three paths we discussed last month remain possible.
Estimates based on talking to the supply chain of Apple are also tricky, as Apple has multiple suppliers for several components, as well as several assembly operations. The recent supply chain report indicated that the production of the iPhone 12 was on schedule for a launch in September.