UBS thinks the lack of a 5G-capable iPhone by next year is 'not good' for Apple but the impact of the delay will likely be mitigated by the slowing speed customers are replacing old iPhones.
UBS thinks the lack of a 5G-capable iPhone by next year is"not good" for Apple but the impact of the delay will likely be mitigated by the slowing speed customers are replacing old iPhones.
The delay in part comes from the lack of a smartphone processing chip compatible with 5G, according to Arcuri. UBS does not think Intel will be ready with a chip, while neither Samsung or MediaTek"are unlikely solutions" for Apple, Arcuri said. The analyst believes Apple is aiming for 2021, although that is still a"big technical hurdle."
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