In a report to investors from Apple insider, J.P. Morgan cited rumors that the iPhone 12 A14 chip would be delayed by up to two quarters from its expected mass production date. However, jpmorgan said apple had approved the final design for five nm A14 and began production soon.
J.P. Morgan believes the newIPhoneTSMC is unlikely to encounter a major bottleneck in the production process. JPMorgan believes that the growth of 5nm process nodes in the fourth quarter of 19 and the first quarter of 20 is quite stable. But that doesn't mean the iPhone 12 will be available in September. JPMorgan believes that other factors may cause some delays, but this is not because of A14.
Jpmorgan believes the first engineering validation test for "iPhone 12"" is expected to be completed in april, a bit later than in previous years. production verification test and trial production test are scheduled for late june, also later than previous years. As a result of tests and other economic factors, JPMorgan believes that shipments may be due to October or November, not late September, which is no different from iPhone X shipping schedule.
JPMorgan believes the iPhone launch will be delayed 1-2 months this year, but not 1-2 quarters. The delay of 5g network construction and current lock-in in the United States are likely to lead to delay, and are the main risks when launching 5g iPhone.AppleIt is only possible to launch an iPhone that supports mmwave 5g, and a new iPhone with A14 processor is still available this fall.