According to 9to5Mac, Deutsche Bank's analysts believe that Apple Inc. AAPL won't be launching the iPhone 8 this calendar year. The analysts cited "several supply chain reports," which stated that members of Apple's supply chain are facing shortages of components and technical challenges.
Parsing Through The Rumor(s)
Some Apple investors appear to be willing to give the company a free pass for poor iPhone sales in Tuesday's second-quarter earnings report but under the assumption that the iPhone 8 supercycle will smash expectations.
9to5Mac, a widely popular all-things-Apple related online news source, believes the evidence to suggest a delay of the iPhone 8 to next year is "thin" although it may confirm an "odd" report from last week.
The Deutsche Bank analysts are likely referencing a report from ValueWalk, which cited a source at Foxconn who stated that Apple is only placing production orders for iPhone 7S and 7S Plus devices for the time being. However, it is possible that components and parts for an iPhone 8 are expected to arrive in factories at some point in June.
9to5Mac argued that Apple tends to "spread the risk and maximize its negotiating strength" by tasking multiple suppliers to do the same job. This view is also cited by the Deutsche Bank analysts who hinted that there is no proof of an iPhone delay — merely "uncertainty around the timing."
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