Qualcomm’s Q3 earnings report might indicate a delay for Apple’s upcoming 5G iPhones, with the company highlighting a “partial impact from the delay of a global 5G flagship phone launch” for its fourth quarter projections (which covers July, August, and September earnings).
Looking at the calendar of upcoming phone releases, it’s hard to imagine that Qualcomm is talking about any device other than the upcoming 5G iPhones, which are expected to arrive this fall. Typically, Apple releases its new iPhone in September, and it’s one of the few upcoming devices that would sell in large enough numbers that Qualcomm might need to disclose the material impact on an earnings call. There are already rumors circulating of delays for Apple’s 5G...
from TV Aerial Installation Services Warrington https://www.theverge.com/2020/7/29/21347232/qualcomm-iphone-delay-hint-rumor-q3-2020-earnings-5g
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