Apple’s 3G iPhone launch plans may have seen a slight delay, at least, reading between the lines of today’s profit warning from mooted chip supplier, Infineon.
What has occurred? Infineon today warned its profits and sales would be impacted by a delay in a project to supply components to Nokia. The company also said Infineon had also received lower orders than expected for a project to supply HSDPA chips for high-speed internet phones. This immediately generated analyst speculation Apple’s new iPhone would “launch at lower volumes”.
"In our view the profit warning has been caused by ramp changes of next generation iPhone," UBS analyst Nicolas Gaudouis said
