Gartenberg also said it was possible that Apple will launch a new iPhone sans an updated iOS. "Apple has built up a lot of components in the supply chain so that they don't get hit by situations like [Japan]," he noted.
If the iPhone 5's release is pushed back, it won't have much of an impact on sales, said Marshall. "I don't anticipate that [a delay] will be the case, but if it is, it won't have any material change on sales," he said. Instead, sales will simply be shoved into following quarters.
Gottheil agreed. "They are on such an upslope that a delay from the usual June launch would be hard to detect over the course of the year," said Gottheil. "I don't think there would be a net effect unless the entire supply chain is disrupted."
Apple has priced entry to WWDC at $1,599, the same as last year when it sold out the conference within eight days of opening registration.
Sign up for Computerworld eNewsletters.