Qualcomm's chief financial officer Akash Palkhiwala was taken over by AppleInsider, teasing everything Apple fans should be excited about: the new iPhone comes with 5G.
In the disclosure of Qualcomm's earnings, Palkhiwala revealed that due to the "two inflection points" in 2020, the company will ship 200 million 5G smart phone chips next year. First, the Samsung Galaxy S11, which was severely leaked by Samsung, was launched in February, while the second was "in the fall time when another flagship device will adopt 5G."
This has no imagination. The only major smartphone upgrade launched in the fall is the new Galaxy Note (5G has been adopted in 2019), Google's Pixel 5 (will be turned to 5G, but the number of phones sold is not enough to drive such a high number of Qualcomm). Then came Apple's new iPhone 12 and iPhone 11 series, which took risks this year by skipping 5G.
Bernstein analyst Stacy Rasgon immediately pointed out that Qualcomm's huge $200 million valuation is not "unexpected" because the iPhone will use these chips in 2020. This is what Apple’s insider Guo Ming, after leaking news in July, said that every iPhone will receive 5G in 2020, and Apple has already proposed its 5G plan.
In addition, 5G is just the starting point for these new iPhones. With more leaks, we already know how Apple will change the design, offer new screen sizes, add ProMotion displays, abandon Lightning ports, re-introduce Touch IDs and add remote 3D cameras.
Not surprisingly, the biggest worry is that the change will lead to a sharp increase in prices, but after two years of incremental changes, it is clear that Apple plans to accelerate the iPhone again.
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