iPhone 5G release may be pushed back to 2021

In a new investor note from Timothy Arcuri (obtained via CNBC), the UBS analyst writes that supply challenges may force Apple to delay its 5G compatible iPhone until 2021. With Apple still entangled in a legal battle with Qualcomm, Arcuri articulates that Intel may not be able to supply 5G modems at the scale Apple needs. What's more, Arcuri writes that striking a deal with other 5G modem providers like MediaTek represents an "unlikely solution."Consequently, Arcuri believes that there is an "in