He didn't explicitly name Apple, but Tan has a history of using similar phrasing when referencing the Cupertino company, and considering there are only a handful of big North American phone makers (Apple, Google, and Motorola - sort of), it's not hard to deduce which company Tan was referring to.
While some leaks suggest the iPhone 12 could land in September, as is typical of Apple's smartphones, the majority of sources are pointing to a delay.
Apple's supply chain has been disrupted by coronavirus as Chinese factories deal with the effects of lockdowns, shutting down or scaling back prodcution.
The CEO made it clear that Apple is using some of Broadcom's parts in the upcoming iPhone 12 series and said, "We are in, the question is timing".
Mr Tan referred to a "major product cycle delay" at a "large North American mobile phone", understood to refer to Apple, according to Bloomberg.
This shoots down earlier reports of a premature iPhone 12 launch.
Broadcom, a USA semiconductor supplier, said it anticipated its revenues from Apple's next iPhone would come later in the year, between October and December.
"Because of product cycle delays the trough for our fiscal year will be Q3". Previous reports have indicated that the entire iPhone 12 development process was pushed back by a full month as a result.
Secondly, even if the iPhone 12 range is delayed in hitting stores, it's possible that it will still be announced at Apple's usual September event.
Every September, nearly like clockwork, Apple releases a new iPhone. According to Bloomberg, this bit of news comes from the CEO of Broadcom; the latter is a company that supplies Apple with chips for Wi-Fi and Bluetooth connectivity along with Radio-Frequency (RF) chips that connect the iPhone to cellular networks. Originally introduced on the iPad Pro, the display technology will allow for improved responsiveness and more fluid scrolling. Moreover, for the first time since 2017, we're looking into a major design overhaul for this year's iPhones. Now, however, a new report states that Apple enthusiasts will need to wait a little longer than expected. While the iPhone design language hasn't changed much at all since the release of the iPhone 6, the iPhone 12 design will reportedly be reminiscent of the iPhone 4 design. When not writing about and analyzing the latest happenings with Apple, Yoni enjoys catching Improv shows in Chicago, playing soccer, and cultivating new TV show addictions, the most recent examples being The Walking Dead and Broad City.