Apple is planning to release new 5.4-inch and 6.7-inch iPhones with 5G in 2020; as well as, a new 6.1-inch OLED iPhone, according to TF International Securities analyst Ming-Chi Kuo.
Qualcomm is expected to supply modems for the 5G models and Broadcom will supply RF power amplifiers.
We expect that the new 2H20 iPhone lines will include the high-end 6.7-inch and 5.4-inch OLED iPhone models and the low-end 6.1-inch OLED iPhone. The 6.7-inch and 5.4-inch OLED iPhone models will likely support 5G. We expect that the PA usage of each 5G iPhone will be 200% more than the current number for iPhone models. Sole suppliers, including Broadcom (designer) and Win-semi (manufacturer), are the significant winners in this case. […]
We believe that the content of Apple and Qualcomm's previous settlement includes Qualcomm's release of partly 5G baseband chip source code to Apple for Apple's development of own 5G PA/FEM.
According to Kuo, all new iPhones will support 5G starting in 2021. The analyst also predicts that Apple will have its own 5G modem ready by 2022 to 2023, letting the company reduce its dependence on Qualcomm and Samsung.
If accurate, this report means that Apple will shrink the size of its current 5.8-inch iPhone XS. Would you prefer a slightly smaller iPhone? Let us know what you think in the comments!
