Home iOS Qualcomm hints at (slight) 5G iPhone 12 delay

Qualcomm hints at (slight) 5G iPhone 12 delay


We continue to gather shards of evidence around Apple’s upcoming iPhone 12 plans, so fresh statements from Qualcomm CEO Steve Mollenkopf add to the speculation.

A ‘15% reduction in handset shipments’

While announcing flat revenues, the company has managed to maintain its business during the pandemic. But Mollenkopf warned fourth-quarter guidance might be impacted by a delayed product launch.

“Our guidance for the fourth quarter of fiscal 2020 includes an impact of greater than ($0.25) to EPS attributable to a planning assumption of an approximate 15% year-over-year reduction in handset shipments due to COVID-19, including a partial impact from the delay of a global 5G flagship phone launch,” he said in a statement.

Now, we don’t know for certain it’s Apple that he’s talking about. But it remains a major Qualcomm customer and is expected to install Qualcomm’s 5G radios inside the iPhone 12. So if a customer has a delayed product launch and that deal is enough to reduce earnings by 15% then it has to be a major hardware manufacturer. And there just aren’t that many around manufacturing product at that kind of scale.

“It’s very likely to be Apple,” Moor Insights & Strategy analyst Anshel Sag said.

It may only be a short delay

What’s important to note is that Qualcomm’s comment doesn’t favor the idea of a lengthy delay to the product’s introduction, just a “partial impact.” This suggests that the device will still appear in 2020, but that its usually predictable on-sale date may slip slightly.

That’s completely in line with recent market rumors, as discussed here and reprised below:

What’s likely to happen?

The accumulating series of claims strongly suggest delay. The most likely set of events is that Apple will introduce the device at an online event in September, but ship the device later than usual, or stagger the release of the new models.

If it does so, it will understandably cite the impact of COVID-19 as the cause of the delay. It is thought the pandemic made product development and manufacturing design challenging as key staff were unable to travel.

Apple’s new devices are expected to include two cheaper 5.4-in. and 6.1-in. models and two higher-end devices with 6.1-in. and 6.7-in. displays, the latter with larger batteries and a much-improved camera, including 3x optical zoom.

But by far the most significant enhancement is expected to be the introduction of 5G.

That 5G thing

I’m on record for believing 5G won’t be that important to most consumers until 2022, by which time infrastructure roll out should be more universally available and new generations of high bandwidth mobile services should be available.

Copyright © 2020 IDG Communications, Inc.


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