The Apple iPhone 12 5G, Pro and Max release date may be pushed towards Black Friday

The Apple iPhone 12 5G, Pro and Max release date may be pushed towards Black Friday
Apple's world saw some pretty interesting developments in the first half of the year, both in resurrecting old glory with the iPhone SE, and introducing new devices in the iPad Pro line. The real heavy-hitters, however, Apple has lined up for the fall, in the shape and form of its first 5G iPhone 12 and, potentially, new AirPods model.

For the iPhone 12 series, Apple will apparently introduce a new metal midframe shape coupled with a different back panel than what we have now, and a brand new 5.4" form factor. When you add the 5G modem, the 5nm apple A14, and the potential for Lidar cameras on the back of the Pro models, the excitement is palpable.

Unfortunately, it seems that we will have to wait for the first iPhone 12 5G review, according to the Cowen investment bank analysts who wrote in a memo to clients that the launch may be postponed with a full two-month period.

Apple iPhone 12 5G, Pro and Max may launch just for Black Friday 2020

Probing their supply chain sources, the analyst now expect that both the Apple iPhone 12 release and announcement may be pushed back significantly by up to two months. Thus, instead of an event in the middle of September, we could have one in mid-October, or a launch in late November, just in time for Thanksgiving and the Black Friday start of the shopping season on the 27th.

This is actually the second source that predicts that the iPhone 12 release date will be in November, so there might be some meat to these latest supply chain analysis. Before that, the delay in the iPhone 12 series unveiling and launch was rumored to be just a month or so. 

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Still, we've heard speculation stretching all the way to December release for the 5G US models, so November seems like a safe middle ground as far as iPhone 12 family delays are concerned. The Cowen analyst memo argumentation for their late iPhone 12 launch delay predictions read are based on the component shipments and assembly pace so far:

Hopefully, by release time the retail traffic will be back up to normal, unless there is a second pandemic wave in time for flu season that could affect carrier and Apple Store availability again, as they just started to slowly reopen following the new coronavirus lockdown guidelines.

In any case, the analysts from investment firm Morgan Stanley are also not holding their breath for huge 5G iPhone sales in the last quarter. They chalk it off to the belated launch and the precarious demand situation, at the same time predicting that sales would take off in earnest during the first quarter of next year.

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