“December, end of December is when they start launching phones, both going into holiday season and then going into Chinese New Year. So, we expect to see the seasonal benefit of that.”

In context

“nd behavior of people buying sooner than expected that’s impacting our September quarter on the handset side. In the premium tier, the demand is holding. As you know that we have strong relationships, a very strong roadmap in that tier. And so, we are seeing customers continuing to buy as normally they would as we go into the September quarter and then looking forward to December. Rod Hall: So then Akash, just to clarify, most of that impact would probably come in the December quarter. Is that correct, on that comment? Akash Palkhiwala: Yes. So, if you’re talking about Apple’s phone launch, you would see a normalized... Rod Hall: High-end Android launches, mainly in China. Akash Palkhiwala: Yes, exactly. So, we see purchases that happen through the September quarter on a normal basis, but December, end of December is when they start launching phones, both going into holiday season and then going into Chinese New Year. So, we expect to see the seasonal benefit of that. Rod Hall: Great. Okay. Thank you for that. And then, I also wanted to just ask you guys on channel inventory. We’ve had spotty indications of inventory clearance. Verizon is saying they’re going to clear inventory in high end, I think all levels of smartphones as we look into the fall. And there’s a lot of inventory clearance going on in retail. We see some abnormal high-end promotions in China occurring as well. So, I’m just curious what you think the status of inventory is out there, and whether you think some of this inventory clearance might pull some demand forward out of the early part, at least of the fall season? Akash Palkhiwala: Yes. So, on the inventory side, I mean, clearly, with the kind of the end market sides being impacted both from a macro and a China perspective, what we”