Below the only related news out today is this, but this is old news already, as this is what we wrote two weeks ago:
On Wednesday, new issues which could impact Finisar's earnings came to light in the form of rumors of a delay of the introduction of the new iPhone.
Buy Alert In Finisar - Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha
Apple (AAPL) iPhone 3D Sensing Potentially Delayed but Not Cancelled, Says Credit Suisse
Apple's (NASDAQ: AAPL) iPhone 3D sensing ramp-up could be delayed by one to two months, but isn't cancelled, according to Credit Suisse analyst Jerry Su, citing feedback from supply chain checks.
Su thinks this is likely due to tighter specs and manufacturing complexity but the 2H17 OLED iPhone will still be equipped with a 3D sensing feature. Equipment pull-in is on track and some upstream components have already started pilot production in April. However, supply chain checks with component makers involved in illumination and NIR CMOS suggest that mass production ramp-up could be delayed by 1-2 months.
Su said the potential delay could be negative for Himax Technologies (NASDAQ: HIMX) as this would reduce its total addressable market for the DOE (diffractive optical element) to 80 mn units in 2017 from ~100 mn. Su's base-case scenario is that it will share the market with other vendors with 50% allocation.
Key compenent suppliers for iPhone 3D sensing include