The Riddle Of RIM
So RIM could go even more disastrously astray by delaying its Blackberry 10 to the end of 2012 and possibly beyond.
And the stated reason for the delay is the lack of availability of an LTE chip-set.
It all sounds odd.
Why do you need LTE anyway? The carriers are not exactly rushing to install it.
When systems companies screw up, the first excuse is to blame the chip supplier.
But in this case, the chip supplier’s identity is not stated.
So, assuming it is the chip supplier’s fault, you have to ask:
Is it because RIM changed the spec requiring a re-design?
Is it because the chip supplier has missed its deadline – there have some notable cases of that this year from You Know Who.
Or is it because the chip supplier can’t get its wafers made? There aren’t many sources of leading edge foundry these days.
It’s a riddle.