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News of another delayed iPhone 5G expectation,

Barons had Wed Bush analyst Daniel Ives issuing a note Thursday

saying he could see Apple's next round of flagship phones hitting as late as December.

It's a lot of the same stuff we heard earlier this week.

Quoting Barron's, I've said mass production of the iPhone 12 or whatever Apple will call it wouldn't start until May

But he adds that the associated planning design and logistics issues will make a fall launch a challenge in particular given that

Apple's engineers are locked down in their Silicon Valley houses with little

prospect of flying to China to coordinate with Han High and component suppliers on manufacturing the new phones.

Quoting the analyst himself, in a nutshell, Apple stock now is pricing in depressed iPhone units, a 5G launch getting delayed, and

supply chain not normalizing until the May-June time frame.

We believe iPhone 12 now likely launches around the holiday time frame in a more

normalized consumer environment with springboard-like demand momentum heading into fiscal 2021.

...