Drexel Hamilton analyst Brian White sent a note to investors on Friday detailing why his firm believes Apple's 5.8-inch iPhone 8, suspected to be the most expensive of the new iPhones, won't arrive in September as usual.
"First off, our smartphone contact believes the 3-D sensing technology and OLED displays will only be offered with the 5.8-inch iPhone 8," White said in a note emailed to CNBC. "However, our contact strongly believes the 5.8-inch iPhone will be delayed by several weeks due to challenges around the 3-D sensing technology but still in time for the December holidays."
Apple's iPhone is expected to employ 3-D sensors to take advantage of new augmented reality technology.
White's note follows a similar report out of Apple's supply chain earlier this week, which also suggested the iPhone 8 will be delayed for similar reasons. There's still some good news, though.
White said that customers should still be able to pre-order two of Apple's new iPhone 8 models, including a 4.7-inch and a 5.5-inch model, in September as usual. Those phones won't have all of fancy new trimmings that the 5.8-inch model will have, however, which means iPhone enthusiasts will need to wait longer for the latest and greatest device.