Earlier today, we reported that the iPad 2 might be delayed until June because of production bottlenecks, but noted our skepticism of the report, saying Apple wouldn’t release the iPad 2 and the iPhone 5 in the same month.
A mere hour later, Business Insider is now reporting that the iPhone 5 might not launch until September, citing a note from FBR Capital Markets analyst Craig Berger.
Berger writes, “”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 the 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.”
If true, this would allow the iPad 2 to occupy the iPhone’s previous launch spot of September, possibly pushing the iPod Touch back into November or December… as well as give early Verizon iPhone 4 adopters three months less reason to kick themselves when their hot new phone is made obsolete.