Citing provide chain checks, an in any other case dependable Apple inventory analyst has printed a doubtful declare that the launch of the iPhone 15 vary may very well be pushed again into October.
Wamsi Mohan seems to be the one analyst predicting a delay, and he has made the same prediction earlier than. That was over the iPhone 12 vary in the course of the COVID pandemic and he was proper that there was a delay, however he anticipated it to be twice as long because it turned out to be.
Now in a analysis be aware seen by Barrons, Mohan says that channel checks inform him the iPhone 15 may very well be delayed by a number of weeks. If true, he says that this can imply an October launch, and he is reporting it now due to the impact that may have on Apple’s September quarter.
Mohan is properly thought to be an Apple monetary analyst. His predictions for Apple’s financial situation are traditionally stable, however he has a a lot poorer observe file when he strikes out on his personal relating to Apple’s future plans.
It is not clear why Mohan believes the iPhone 15 will ship in October as an alternative of September. The provision chain is not significantly challenged proper now, manufacturing seems to have began on-time for September supply, and there aren’t any different experiences claiming that there are logistical causes for the later than regular launch.