The new high-end iPhone has, according to the most recent rumors,every chance of being announced in October 2020. A calendar different from the usual, where the presentation is rather organized during akeynotein September each year. Among the reasons for this delay, which coincides with that oflow-cost model, it is assumed that Asian subcontractors would have had difficulty coping with the millions of mobiles ordered by Apple while the coronavirus pandemic was still raging on their continent.
Since then, the situation seems to have stabilized. However, the deadlines would still be complicated to catch up with, not to mention that a major player in the sector would have just given up. It is aboutBOE Electronics, which with Samsung and LG tops the list of the most important screen suppliers on the planet. The firm would in fact have failed to pass the tests imposed by Apple, offering the market to its direct competitorsas other rumors in the corridor already suggest.
What consequences to expect?
The BOE share price having already been seriously affected by COVID-19, according to the curve communicated by the Shenzhen stock exchange, we imagine that such news raises fears of a downward close for the Shenzhen stock . At the origin of this failure, the company would have encountered serious obstacles during the design of the slabsOLEDwhich will be integrated into the iPhone 12 range (its brand would abandon LCD/IPS following the second SE).
PourApple, on the other hand, the direct consequences should only be minimal. If hypothetical postponed deadlines are to be expected, the global volume of mobile phones produced between now and their officialization should not be modified following this event. Customers could then all buy the long-awaited mobile just after the third quarter conference, which bodes excellent results for Black Friday promotions.
