Today Qualcomm released its latest financial report for the second quarter and forecasts its third-quarter results, which indicated that its revenue in the third quarter of this year was affected by the postponement of a global flagship 5G mobile phone.
Although Qualcomm did not mention which 5G phone it is, I believe everyone will know that it is suggesting iPhone 12. Since Qualcomm's third-quarter performance time covers July to September, and the iPhone is traditionally released in September, Qualcomm's postponement must refer to the iPhone.
Akash Palkhiwala, Qualcomm's chief financial officer, said in an interview with Reuters that the extension will not be too long, just a slight delay. Due to the impact of the epidemic, it is estimated that the iPhone will not be released until October. That is, the mass production time will also be delayed. Qualcomm's fourth-quarter performance includes October to December.