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July 30, 2020 12:55 am

Qualcomm Hints That the 5G iPhone Might Not Arrive In September

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). The Verge reports: 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 lineup due to production slowdowns caused by the COVID-19 pandemic. In an interview with Reuters, chief financial officer Akash Palkhiwala indicated that the delay likely wouldn't be too long for the unnamed phone, describing it as "a slight delay that pushes some of the units out from the September quarter to the December quarter for us." (Qualcomm's December quarter covers the months of October, November, and December, so if the phone was slated for September, it might only be delayed into the following month.)

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