Ming Chi Kuo, whose analysis of Apple and its supply chain is highly regarded, says that Apple will not begin ramping up production of the iPhone 8 until October or November.
Apple is expected to compensate for the delay by releasing three iPhones this September as rumored. According to Gaskin, the image of the iPhone 8 dummy he posted was a CNC model according to Foxconn.
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He also believes Apple might launch two other devices this fall that are more similar to the current iPhone 7 and iPhone 7 Plus, without pricey OLED screens.
Production delays in this year's OLED iPhone are again sourced from the device's intricate manufacturing processes, thanks to numerous upgrades including its customized OLED panel, new 10-nanometer A11 processor, all-new 3D Touch module, substrate-like printed circuit board, and 3D sensing.
Although Apple is now remaining tight lipped on the matter, the iPhone 8 us expected to be unveiled this September as one of three new high-end handsets. Now, however, a fresh new round of leaks suggest that Apple will not go with a fingerprint scanner on the back, and new renders finally show the iPhone 8 design we're all hoping for.
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As exciting as that is, the downside is that the iPhone 8 release date may be pushed back quite a bit.
He also published what he claims is a leaked schematic diagram showing what components will sit underneath the screen of the iPhone 8. Two of them revealed a phone with an aluminum frame, vertical dual-lens camera, and a "mystery" hole on the rear below the Apple logo.
Despite the apparent delay, Apple is still expected to announce the iPhone 8 in September, when it usually announces new phones.
Before the news about production problems, KGI expected new iPhone shipments (comprising the 7s, 7s Plus and the iPhone 8) to reach 110 million units in the second half of 2017.
After suffering its first-ever annual decline in iPhone sales past year, Apple has a lot riding on the new phones anticipate this fall. A number of other new features are anticipated, like the 3-D camera and possibly a fingerprint reader that's embedded in the display.