Apple Has Reportedly Deferred iPhone 9 PCB Orders to Q2

Apple could have possibly delayed the launch of the iPhone SE 2 to the second quarter of this year. A DigiTimes report claims that Apple has deferred the PCB orders of the iPhone 9 from the first quarter to second which possibly hints at a delayed launch for the device.

So far, all rumors and sources have pointed to Apple announcing the iPhone 9 later this month and the device going on sale early next month. However, it looks like Apple has decided to pushback the release of the device due to the coronavirus outbreak. The deferred orders will lead to Apple’s Taiwanese PCB suppliers reporting better than usual Q2 revenue, though their Q1 earnings will take a hit.

As the coronavirus outbreak has reportedly prompted Apple to defer pull-in of PCB shipments for its iPhone SE2, originally set for launch in the first quarter, leading PCB maker Zhen Ding Technology – believed to be a supplier for the new iPhone – has expected better-than-usual revenue performance for the traditional off season in the second quarter, the sources said.

Another report from DigiTimes yesterday had claimed that the LCD iPhone has entered final production verification stages despite the virus outbreak.

Our Take

It is important to note that DigiTimes does have a flaky record when it comes to Apple leaks. There is a possibility that Apple could still announce the iPhone 9 on March 31, as rumored, and then launch the device in the first week of April. The supply might be tight for the device during the initial few weeks but should catch up in due course.

[Via DigiTimes]