Optical/IP Networks

iPhone Delays?

10:50 AM -- There's some speculation this morning that the latest results from chipmaker Infineon Technologies AG (NYSE/Frankfurt: IFX) could indicate a delay to the 3G iPhone.

Infineon is slated to provide the baseband for the new phone long with lowered expectations for its third-quarter results today, citing delays in its new single-chip platform for devices and lower than expected orders for 3G HSDPA chips.

Some are suggesting that this indicates a possible delay to the 3G iPhone. This is what Matt Thornton at Avian Research LLC has to say about the situation:

    With regards to lower HSDPA orders, we believe most are speculating that this implies a slower than expected ramp in 3G iPhones as Infineon (IFX) is the baseband supplier on that device platform. As a reminder, the 3G iPhone is widely expected to be announced at Apple’s WWDC [developers conference] during the second week of June with a launch date likely towards the end of June. While lower iPhone orders may be one explanation of IFX’s lower HSDPA orders, we would note that IFX is also a supplier of HSDPA baseband chips to Samsung for several of its 3G devices.
Unstrung had heard that Apple Inc. (Nasdaq: AAPL) bumped up its build total for May, suggesting the possible launch of a new model. The cost and availability of chips can always be a bottleneck for phone vendors, however.

— Dan Jones, Site Editor, Unstrung

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