Report: The iPhone 5 and the iPad 2 Will Be Delayed (Update)

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Perhaps this is why we haven't heard any official announcement yet?


You may be waiting longer than you expected for that iPad 2 or that iPhone 5, according to two reports. While it will be difficult to confirm any rumor such as this one, there is some reasoning backing the concerns of their release dates being held over until later than originally expected. Let's take a look at what's being reported.


iPad 2 Delay

Rumor of the iPad 2 delay comes from Bloomberg Businessweek, (original report by Reuters) who reports that "production bottlenecks" at manufacturer Hon Hai Precision Industry Co. may be to blame. According to a analysts Vincent Chen and Alison Chen at Yuanta, this delay happened when Apple made some design changes before the Lunar New Year.

They also said that, "as a number of Android 3.0 tablets are being launched in April and May, the delay in iPad 2 shipments may give the Android camp a brief window of opportunity."

The tablet is expected to be delayed until June, which is normally when the iPhone is due for a refresh. Both Apple and the manufacturer were contacted by Businessweek, but Apple declined comment while a representative for the manufacturer did not answer calls.


iPhone 5 Delay

This report comes from BusinessInsider. While that rumored delay is causing headaches for Apple on the tablet end, it seems that the iPhone 5 may also be causing some stress for the Cupertino, California-based company. As you may know, Apple releases an iPhone update every June or July, this has been the pattern for the past four years. However, the word right now is that the iPhone 5 could end up being released in September rather than the usual June-July launch window.

This rumor comes from FBR Capital Markets analyst Craig Berger. In his note today, he wrote the following:

"For the iPhone 5, we continue to hear that a July launch is unlikely, with various casing suppliers and touch suppliers still ramping up, with some chip vendors not having yet received firm iPHone 5 orders, and with other sockets like teh image sensor (most likely going to Omnivision exclusively, but with some potential for Sony to split that socket) still in flux. Given these factors, we think a September launch is more likely, off from Apple's traditional iPhone launch schedule, but giving the firm more time to enhance its next-generation instant communications on the phone."


Any Good News?

For what it's worth, Berger has also noted that Apple is planning to build 100 million iPhones during the 2011 calendar year, which is much more than their previous estimate of 75 million. The same is the case for the iPad, they are planning to go for 45 million rather than the previously thought 38 million. At least you know you may have a better chance of picking one up now.


Update: iPad 2 Delay Rumor is False

Oh boy, this is starting to get fun. According to Tiernan Ray at Barron's Tech Trader Daily, some insiders have confirmed to him that the rumor of the iPad 2 delay is actually false, and the tablet is well underway as planned.

The rumor came from Taiwanese brokerage Firm Yuanta Securities, who originally told Reuters of the delay.

As expected, Apple has nothing to say on the matter.

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