Susquehanna’s only got it half right. They’re reporting a 5G pushback but saying 5G will still be deployed in iPhone in ‘20. That’s where the wrong. Our coverage of the 5G pipeline is broader than anyone’s on Wall Street. So, while the actual chipset is the main story, still needs to deal with battery and heat issues related to 5G. And that’s why you won’t see 5G in ANY iPhone in ‘20.
As you were…
