Tuesday, April 23, 2019

Kuo: Next iPhone to support 5G modem from Samsung

A new report has surfed the web from Ming-Chi Kuo showing that Apple will be launching a new iPhone specifically in 2020 with the support of 5G modem from Samsung and Qualcomm.

From Kuo’s note to clients, obtained this morning by MacRumors:
Apple and Qualcomm’s end of patent dispute and entrance into a six-year licensing deal implies new iPhone models released in the second half of 2020 will support 5G.Qualcomm and Samsung are potential 5G baseband chip suppliers.The market was worried that Intel’s disappointing 5G baseband chip development might be the most severe uncertainty for the new 2020 iPhone models’ adoption of 5G.But we believe the uncertainty has been removed after Apple and Qualcomm’s end of patent dispute and entrance into a six-year licensing deal, and Intel’s announcement that it will exit the 5G baseband chip business.
One curious tidbit: Apple will dual-source 5G modems from both Qualcomm and Samsung. According to Kuo, iPhones with Qualcomm-made 5G modems will be sold in mmWave markets while devices outfitted with Samsung’s modems will focus on sub-6GHz markets. The strategy will also lower risk, reduce costs and increase Apple’s bargaining power with suppliers.

The launch of 5G iPhones will lead to more consumers upgrading to a new iPhone in 2020 than normal. Due to this, Kuo expects Apple to ship anywhere around 195-200 million iPhones in 2020 compared to 188-192 million iPhones in 2019. Out of this, Apple will ship around 70-75 million 2020 iPhones that will launch towards the end of Q3. As for the 2019 iPhone 11, Kuo expects Apple to ship around 65-70 million units.

What do you think ? 


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