The research note from the bank is based on a report from ValueWalk in which it has been suggested that due to component shortages or technical difficulties, the iPhone 8 could be delayed and might not see a release this fall, which is the timeframe that Apple typically uses to launch their new iPhones.
The note reads, “Report suggests no new iPhone 8 this calendar year, As we have written in previous [research notes], several supply chain reports have suggested that key component shortages and technical challenges could delay the release of a high-end iPhone 8 device this fall. We believe this report further underscores the uncertainty around the timing of Apple’s next- generation iPhone model.”
This echoes earlier reports which claims that due to the use of custom-made components for the iPhone 8 that manufacturers are having a hard time putting them together. Note that this delay, if true, seems to be only talking about the iPhone 8 and not the iPhone 7s and 7s Plus which are also rumored to launch alongside it.
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