While only just having been confirmed as a 2008 release, the second-generation iPhone may already have experienced its first delay, according to an analyst from Friedman Billings Ramsey & Company. Mehdi Hosseini claims that among information gathered in “recent checks,” it was learned that the next iPhone may have originally been planned for launch in March or April, but is now anticipated for mid to late summer. As a result, Hosseini expects demand for NAND memory to drop in the first half of 2008, despite opposite predictions by Samsung.

Hosseini expects that NAND prices may also be kept down by new, lower-cost Apple products, as yet unspecified. These may include an ultra-mobile MacBook, or the long-rumored (but unsubstantiated) “iPhone nano.” Alan Niebel of Web-Feet Research notes that there is in fact an oversupply of NAND at the moment, one which could last through the beginning of next year. This stands in stark contrast to just this summer, when Apple demand alone was enough to cause shortages for other electronics companies.

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