Foxconn Suggests There is Still Opportunity for 5G iPhones to Launch on Time

[HappyIntro]

?

Apple sold 185 million iPhones in 2019. Its revenue was $260 billion. Of that, about 55% was iPhone revenue. That means that iPhone revenue was over $140 million in 2019.


Yes, even if Apple only sells 50% of what they usually sell in 2020 for iPhones, that would mean $70 billion in 2020. Most of that would be lost if they deferred to 2021.

Oops, I did a quick google search and found the number they sold in Q319 and thought that number was for the whole year. Yikes!

Thanks for the correction!

 

[The Barron]

I have no desire to purchase a $1000+ iPhone. I'll have to wait a few years to get an older model iPhone 12 to get 5G. I like the plus size of my iPhone 7 Plus but it's wearing out and may have to purchase an iPhone 8 Plus for my next driver.

I have the 8+ and love it. No issues with the phone and I keep it up to date with the latest iOS san issues.

 

[dampfnudel]

Apple could drop the price by $150-200 which might make this year’s iPhones at least more palatable to potential buyers. They’ll still make a good profit on each phone.

Maybe something like this:
iPhone 12 starting at $549
iPhone 12 Pro starting at $799

 

[I7guy]

Which means those poor factory workers will be forced to work even harder for longer for possibly no change in pay.

Yes, I say forced. If they don’t follow, they’ll most likely be replaced in a heartbeat.

Good amount of speculation combined with a conclusion based on that speculation.

 

[tyranne201]

who cares if it will be released on time or not? really, its not the time. I guess the market really wants that.

 

[deconstruct60]

WWDC is already going to be an online only event in June.

Google I/O went from a physical event to an online only event. (March 3 )

Google Cancels May I/O Developer Conference Due to Coronavirus

Google today canceled its upcoming I/O developer conference that was set to take place on May 12 to May 14 at the Shoreline Amphitheatre in Mountain View, California due to the ongoing COVID-19 outbreak sweeping the United States. In emails sent out to Google I/O attendees, Google says that it...

www.macrumors.com

And then into cancelled. ( March 20 )

"... we sadly will not be holding I/O in any capacity this year. ..."

Google I/O 2025

Don't miss Google I/O, featuring product launches, innovations, and insights. Tune in for the live keynotes and sessions.

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Entirely.

Google cancels I/O 2020 entirely in light of coronavirus

Google earlier this month announced that it was not hosting a physical developer conference in light of the coronavirus. Google cancels I/O 2020...

9to5google.com

WWDC isn't immune from that path. The primary peak wave of illness probably hasn't hit the employee base yet. The staff starts racking up a limited number of critical dead bodies.... online isn't going to be a panacea.

WWDC went "online only" after Google I/O did. on March 13th.

Apple Announces WWDC 2020 Will Be a Digital-Only Event Set to Take Place in June

Apple today announced that its 31st Worldwide Developers Conference will be a digital-only event with no physical gathering due to the ongoing spread of the coronavirus around the world. The online-only event will take place in June.

www.macrumors.com

Apple may feel at the moment that the "extra" 2-4 weeks from Mid-May to Early-June gives that a chance not to fall into the same hole that Google did. That is probably dependent upon some estimated death/sickness rate. If that estimate ( or just plain "happy talk" ) fails WWDC could also have major problems hitting the originally planned early June date. ( Apple just says "coming this Summer" and June without a date. that could be June 28-30. )

Apple doesn't seem likely to be immune here. Going back a year or so here on Macrumors.

Apple Buys 50 Business Class Seats From San Francisco to Shanghai Every Day

Apple is United Airlines' biggest customer at the San Francisco International Airport, according to signs the airline has available that were shared on Twitter today. According to United, Apple spends $150 million on airline tickets each year, and purchases 50 business class seats on flights to...

www.macrumors.com

Apple was buying 50 tickets per day to China. Highly suspect they didn't stop early in January this year either with product ramps this Spring and the annual Fall bonanza. Steady stream of people to to China and then large corporate cafeteria.
Is Apple going to implode? No. But the talk about "no productivity impacts here at Apple ... everything going smoothly " sounds like what got out of Apple about the butterfly keyboard. (the party line until they come up with the real fix. Probably won't take 4 years but I won't be surprised if this slides out of June; or at least until the last week or so. )