Analyst: 4G LTE iPhone Launch in October Despite 28-nm Chip Shortages at Qualcomm

BY Jason

Published 22 May 2012

Back in April, we reported that it was highly unlikely that Apple will launch the sixth generation iPhone in June, based on the warning issued by Qualcomm.

Qualcomm is widely expected to provide baseband chips for the next generation iPhone like iPhone 4S and the new iPad.

Qualcomm CEO had told analyst during a conference call last month that it was finding it difficult to meet demand for its advanced mobile phone chips, which are used in 4G LTE smartphones.

Piper Jaffray’s analyst Gene Munster who had also initially expecting Apple to launch the sixth generation iPhone in August, now predicts that it will be released only in October.

But he doesn’t expect the shortage of the 28-nm chips at Qualcomm will keep Apple from releasing the next generation iPhone in October, according to report on AppleInsider:

“The bottom line is that we remain comfortable with an October iPhone 5 launch despite the reported 28nm chip shortage at Qualcomm,” analyst Gene Munster wrote in a note to investors obtained by AppleInsider on Monday. [..]

[..] According to the note, the firm estimates an 80 percent chance that iPhone sales will meet its forecast of 49 million units in the December 2012 quarter. Even if Apple was affected by shortages, Munster expressed belief that iPhone sales would simply be shifted into the March 2013 quarter and beyond.

“We believe it would be unlikely that a consumer would choose to buy another phone if they are unable to get an iPhone 5 due to short term supply constraints given past launches with limited supply,” he wrote.

Munster believes that given the size of Apple’s orders, it should be able to get a preferential treatment from Qualcomm to ensure it is not affected by the chip shortages.

Munster also notes that the next generation iPhone will come with a “completely redesigned body style” and may “more closely resemble the metal rear panel of the current iPad“. He also believes that there is a 50 percent chance that the next iPhone will have a screen larger than 4-inch and will support 4G LTE networks and sport a higher megapixel camera.