For Apple, the worst part of the COVID-19 pandemic seems to have passed. The company is already recovering a certain normality worldwide, both in terms of physical stores and the development of the functions of all of the company’s employees. For example, Apple Stores in Spain have already started to open gradually with a strict security protocol to protect their customers and workers. However, everything has its consequences.
As you can imagine, Apple’s business not only involves the business itself, but it also depends on third parties to achieve all of its goals. Among them are the suppliers of the components of their iPhone, key to the company’s economic results. AND Broadcom is one of your most important allies, in charge of providing Apple with components for the manufacture of modems for its mobile phones.
This part is essential for the phone to communicate with mobile networks, in the case of the next generation, with 5G networks. Thus, as one of the main gears of the production process, they have privileged information on new devices. And the latest news they shared with Bloomberg is that the new generation will eventually be delayed.
Specifically, Hock Tan, CEO of Broadcom, said the company expects the peak in revenues for its wireless division to occur a quarter later than normal, in the fourth quarter of 2020. According to Bloomberg, this would be associated with delays in the renewal cycle of a large North American telephony customer, which is generally the case for Apple.
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For the time being, it’s still early to find out more on possible events or presentation launches, since we are still three months from the usual date. However, more and more sources are warning of this change in Apple’s plans, so perhaps we should seriously consider October as the month chosen for the new generation of the iPhone.