Kuo: iPad Pro With Rear 3D Sensing and ‘iPhone SE 2’ on Track to Launch in First Half of 2020

Apple plans to release new iPad Pro models with rear 3D sensing in the first half of 2020, according to analyst Ming-Chi Kuo.


In a research note with TF International Securities, seen by MacRumors, Kuo said the iPad Pro models will gain 3D sensing through the rear-facing camera system. Apple is expected to use a time-of-flight system, which measures the time that it takes for light to bounce off of objects in a room to generate a 3D map.

The timeframe lines up with a recent report from Bloomberg's Mark Gurman, who also said Apple plans to release iPad Pro models with rear 3D sensing as early as the first half of 2020. Gurman expects the iPad Pro models to feature dual rear cameras, up from a single lens, along with a new augmented reality sensor.

Kuo also reiterated that Apple plans to release a so-called "iPhone SE 2" in the first half of 2020 too. He has previously said the device will be released by the end of the first quarter with similar features as the iPhone 8, including a 4.7-inch display and Touch ID, but with a faster A13 chip and 3GB of RAM.

The low-cost iPhone will likely start around $399 with 64GB of storage, and come in Space Gray, Silver, and Red, according to Kuo.

Kuo has made both the iPad Pro and low-cost iPhone predictions in the past, so this really only serves as an update that the plans are still on track for early next year. Apple often holds a media event in March, and it is certainly possible the new iPad Pro and low-cost iPhone could be announced then.

It is worth noting that Kuo is likely just referring to the device as the "iPhone SE 2" as an easy way to refer to Apple working on a new low-cost iPhone. With its rumored 4.7-inch display, the device would certainly not resemble the original iPhone SE in terms of size, so it could end up having a different name.

Related Roundups: iPad Pro, iPhone SE 2

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Kuo: Apple Expected to Sell at Least 20 Million ‘iPhone SE 2’ Models in 2020

Apple is rumored to be working on an updated lower-cost "iPhone SE 2," which is set to be released in 2020. In a new research note to investors highlighting supplier expectations for the new device that was seen by MacRumors, Apple analyst Ming-Chi Kuo has shared some sales predictions.

Kuo believes Apple will ship at least 20 million ‌iPhone SE 2‌ units in 2020, following the device's launch in the first half of the year. An optimistic situation, says Kuo, is 30 million units.

iPhone SE and iPhone 8

According to Kuo, the ‌iPhone SE 2‌ will use a 10-layer Substrate-like PCB (SLP) for its motherboard, which will benefit some iPhone suppliers like Pending Holdings, Xinxing, and AT&S despite the fact that it's expected to be a less expensive component than the SLP used in the iPhone 11 series.

In prior research notes, Kuo has shared quite a lot of detail on the "‌iPhone SE 2‌," which, despite the somewhat misleading name, is actually closer in design and specification to an ‌iPhone 8‌.

The device will feature a 4.7-inch display, a single-lens rear camera, and a Touch ID fingerprint sensor. It will ship with the same A13 chip that's in the ‌iPhone 11‌ and 11 Pro, and it will have 3GB RAM.

The only thing that's "‌iPhone SE 2‌" about the upcoming iPhone is its price, which is expected to be $399. At that price point, it will replace the ‌iPhone 8‌, which Apple currently sells for $449.

Apple's upcoming low-cost iPhone is expected to be a very popular upgrade option for iPhone users who are still holding on to an older model like an iPhone 6 or 6s and are looking for an affordable upgrade option that offers the same speeds and many of the same features as Apple's flagship devices.

It's also expected to be popular in countries where lower-cost devices sell well, such as India and China.

The new iPhone is expected to come out in the spring of 2020, which would see Apple launching it months ahead of when the new 2020 flagship iPhones come out in September.

Related Roundup: iPhone SE 2

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Kuo: ‘iPhone SE 2’ Entering Mass Production in January and Launching at the End of March

Apple's "iPhone SE 2" is scheduled to go into mass production in January 2020 and will launch at the end of March, according to the latest information from reliable Apple analyst Ming-Chi Kuo.


The timing basically tallies with Kuo's previous reports on the so-called "‌iPhone SE 2‌," in which he predicted a Q1 2020 release for the device, which is expected to start at $399.

Relying on historical patterns in Apple's product release schedule to predict future launches is not without risk, but March has traditionally been the launch month of Apple's more affordable iPhone.

The original iPhone SE was announced on March 21, 2016, pre-orders began on March 24 and the device was officially released on March 31, 2016. It was re-released almost a year later on March 24, 2017 with larger storage capacities. Apple has also held special launch events in the last week of March for the last two years.

Specs for the new low-end iPhone are said to include:
  • 4.7-inch display
  • A13 CPU (same as iPhone 11)
  • 3GB LPDDR4X RAM
  • 64GB and 128GB options
  • Space Gray, Silver and Red colors
  • Home button
  • No 3D Touch
Kuo expects the device to look similar to the iPhone 8 and believes it will be a popular upgrade option for existing iPhone 6 and iPhone 6S owners, serving as a "key growth driver" for Apple in 2020. He believes these customers have low desire for new features like Face ID and multiple cameras, suggesting the "‌iPhone SE 2‌" will stick with Touch ID and a single-lens rear camera.

In terms of shipments, Kuo estimates that monthly shipments of the ‌iPhone SE 2‌ will be between 2 million and 4 million. Kuo also expects the ‌iPhone SE 2‌ will use a liquid crystal polymer LCP (Liquid Crystal Polymer) antenna design to facilitate transmission efficiency.

According to other industry sources, LG is in talks with Apple to supply LCD displays for the successor to the iPhone SE, with the panels currently undergoing last-minute quality checks.

Of course, "‌iPhone SE 2‌" might not be the final name of the device, with iPhone 8s and iPhone 9 speculated as other possibilities. With a larger 4.7-inch display, the device won't be as portable as the original iPhone SE, which will surely disappoint fans of that model.

Related Roundup: iPhone SE 2

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iPhone SE 2 Rumors Continue to Mount as LG Reportedly in Talks to Supply LCDs for Device

LG is in talks with Apple to supply LCD displays for the successor to the iPhone SE, with the panels currently undergoing last-minute quality checks, according to industry sources cited by Korean website The Elec. The report claims the budget device is scheduled to be released in early 2020.


Apple sticking with an LCD for the device would be no surprise given cost considerations, with previous reports claiming the so-called "iPhone SE 2" will sport a 4.7-inch display like the iPhone 8. This has disappointed some fans of the original iPhone SE, which has a smaller 4-inch display ideal for one-handed usage.

There have been several reports about the iPhone SE 2 in recent weeks. The most detailed information has come from analyst Ming-Chi Kuo, who expects the device to look similar to the iPhone 8, including thick bezels and a Touch ID home button, but with a faster A13 Bionic chip and 3GB of RAM.

Kuo also expects the device to come in Space Gray, Silver, and Red, with 64GB and 128GB storage options. Like the iPhone 11 lineup, the ‌iPhone SE 2‌ is expected to ship without 3D Touch, which Apple has replaced with a software-based Haptic Touch solution. Kuo predicts pricing will start at $399 in the United States.

As we mentioned yesterday, ‌iPhone SE 2‌ might not be the final name of the device, with iPhone 8s and iPhone 9 speculated as other possibilities. The device is expected to be released by the end of the first quarter of 2020.

Related Roundup: iPhone SE 2
Tag: LG

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Kuo: ‘iPhone SE 2’ to Feature Improved Antenna Design, Production Will Begin in Early 2020

The so-called iPhone SE 2 will be equipped with an LCP aka liquid crystal polymer antenna design for improved wireless transmission, according to noted Apple analyst Ming-Chi Kuo.


In a research note with TF International Securities today, viewed by MacRumors, Kuo said Career Technologies and Murata Manufacturing will begin supplying Apple with antenna components for the ‌iPhone SE 2‌ in early 2020, in time for the device to launch by the end of the first quarter.

In previous research notes, Kuo said the ‌iPhone SE 2‌ will have a similar design as the iPhone 8, including a 4.7-inch display and a Touch ID home button, but with a faster A13 Bionic chip and 3GB of RAM. He also expects the device to have 64GB and 128GB storage options and come in Space Gray, Silver, and Red.

Like the iPhone 11 lineup, the ‌iPhone SE 2‌ is expected to ship without 3D Touch, which Apple has replaced with a software-based Haptic Touch solution. Kuo predicts the device will start at $399 in the United States.

It is worth noting that ‌iPhone SE 2‌ might not be the final name of the device, with iPhone 8s and iPhone 9 speculated as other possibilities. With a larger 4.7-inch display, the device would certainly not be as portable as the original iPhone SE, which has disappointed some fans of the original device.

Many of these details have been corroborated by Bloomberg, Nikkei, and other sources.

Related Roundup: iPhone SE 2

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Kuo: iPhone SE 2 Launching in Q1 2020 with A13 at $399 Price

Apple is planning on releasing an iPhone SE 2 in the first quarter of 2020 and starting at a $399 price point, according to the latest research report from reliable Apple analyst Ming-Chi Kuo.

iPhone SE vs iPhone 8
Kuo goes into more detail about the expected specs of the so called "‌iPhone SE‌ 2" in the latest research note obtained by MacRumors. Specs for the new low-end iPhone are said to include:
  • A13 CPU (same as iPhone 11)
  • 3GB LPDDR4X
  • 64GB and 128GB options
  • Space Gray, Silver and Red colors
  • No 3D Touch
Kuo expects the new ‌iPhone SE‌ 2 will be a popular upgrade option for existing iPhone 6 and iPhone 6S owners.

Despite being referred to as a "‌iPhone SE‌ 2" by Kuo, the analyst expects the form factor of Apple's new budget iPhone to be similar to the iPhone 8.

Related Roundup: iPhone SE

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Kuo: iPhone 11 Demand and Upcoming Launch of ‘iPhone SE 2’ to Boost Overall iPhone Sales Growth in Q1 2020

Apple will sell around 10 percent more iPhones in the first quarter of 2020, thanks to strong replacement demand for its iPhone 11 series devices and next year's launch of the "iPhone SE 2," claims Apple analyst Ming-Chi Kuo in his latest research note, seen by MacRumors.

We expect that combined iPhone shipments in 1Q20 will grow around 10% YoY thanks to the iPhone 11's replacement demand boosted by more affordable prices and iPhone SE2's shipments starting in 1Q20. We estimate that iPhone shipment in 1Q20 will be 45–50mn units (iPhone 11 Pro series and iPhone 11 to be 13–15 and 22–24mn units, respectively), which is better than around 42mn units of iPhone shipments in 1Q19 (iPhone XS series and iPhone XR to be around 12 and 14mn units, respectively).
The TFI Securities analyst estimates that iPhone 11 series shipments will reach between 70 and 75 million units in 2019, and he believes that figure may have been higher but for supply constraints. Kuo has previously indicated Apple may have upped orders from suppliers after stronger-than-expected demand for its latest flagship phones.

Specifically, Kuo estimates that shipments of the iPhone 11 Pro in 2019 will be around 37-40 million units, and shipments of the iPhone 11 will be around 36 to 40 million units.

If those figures are accurate, Kuo says Pro series shipments will be lower than last year's equivalent iPhone XS shipments, but only because of a tighter supply caused by "increased production difficulties" of specific iPhone 11 Pro components. Meanwhile, shipments of iPhone 11 will be higher than 2018's iPhone XR, mainly because the iPhone XR didn't start shipping until the middle of the fourth quarter.

Kuo says Apple has increased some suppliers' shipment forecasts or capacity requirements in the fourth quarter to ensure that shipments going into next year meet demand. Boosted by more affordable prices, the high replacement demand for the iPhone 11 could run into the first quarter of 2020, the analyst believes. As a result, Kuo estimates that "iPhone 11 shipments in 1Q20 (22–24mn units) will be better than those of iPhone XR in 1Q19 (14mn units) significantly."

Kuo has previously claimed that Apple plans to release a lower-priced "iPhone SE 2" in the first quarter of 2020. Earlier this month, he said the device will feature a similar form factor design and specifications as the iPhone 8, with a faster A13 chip and 3GB of RAM.

Related Roundups: iPhone 11, iPhone 11 Pro

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Kuo: Apple to Launch ‘iPhone SE 2’ in Early 2020 With Similar Design as iPhone 8, A13 Chip, and 3GB RAM

Apple plans to release a lower-priced "iPhone SE 2" in the first quarter of 2020, according to noted analyst Ming-Chi Kuo.


In a research note with TF International Securities, obtained by MacRumors, Kuo said the device will feature a similar form factor design and specifications as the iPhone 8, with a faster A13 chip and 3GB of RAM:
We forecast that Apple will launch the more affordable iPhone SE2 in 1Q20. For the most part, the form factor design and hardware spec are similar to iPhone 8's. The most significant hardware spec upgrade will be the adoption of the A13 processor and 3GB LPDDR4X. iPhone SE2 will likely increase iPhone's market share and benefit Apple's promotions for service and content. We expect that the iPhone SE2 shipment will reach 30–40mn units in 2020.
Kuo believes the "iPhone SE 2" will be the "best upgrade choice" for an estimated 100 million iPhone 6 and iPhone 6 Plus users, serving as a "key growth driver" for Apple in 2020. He believes these customers have low desire for new features like Face ID, suggesting the "iPhone SE 2" will stick with Touch ID.

More details to follow…



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Bloomberg: Apple Planning iPhone With Both Face ID and Touch ID Under Display by 2021

Apple is developing an in-display fingerprint scanner for future iPhones, according to Bloomberg's Mark Gurman and Debby Wu.


The report claims Apple is considering including the in-display scanner in a 2020 iPhone if testing is successful, but adds there is a possibility the tech will not be ready until 2021. This lines up with a prediction from noted Apple analyst Ming-Chi Kuo, who expects an iPhone with both Face ID and in-display Touch ID in 2021.

The upcoming fingerprint reader would be embedded in the display, enabling users to unlock the iPhone by placing a finger almost anywhere on the screen, and it would complement rather than replace the existing Face ID system. This would give users the convenience of two biometric authentication options.

Face ID and Touch ID each have their weaknesses, such as Face ID not working well when an iPhone is laying flat on a table, or Touch ID not playing friendly with wet fingers. With both systems, users would have the best of both worlds, using the authentication option that is better in a given situation.

Several major Android smartphone makers have adopted in-screen fingerprint scanners over the past few years, including Samsung.

Apple is also working on its first low-cost iPhone since the iPhone SE, which could launch as early as the first half of 2020, according to Bloomberg. As Nikkei reported earlier this week, the device is said to look similar to the iPhone 8, including a 4.7-inch display and a Touch ID home button.

The iPhone 8 currently retails for $599 and up, while the iPhone SE started at $399, but was later discounted to $349.


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Apple’s First New Low-Cost iPhone Since the iPhone SE Expected to Launch Early Next Year

Apple plans to launch a new-generation "iPhone SE" in the form of a low-cost 4.7-inch iPhone this coming spring, sources in Asia have claimed.


Nikkei reports that the new model will be Apple's first low-cost smartphone since the 2016 launch of the popular iPhone SE, which started at $399, and while the name and price of the new model hasn't been decided, "it is viewed as the latest generation of the iPhone SE," according to the paper's sources.
The size of the new model will be similar to the 4.7-inch iPhone 8 that was introduced in 2017, three sources said. The model will share most of the same components with the flagship iPhones this year, and it will feature the lower-cost liquid crystal display that will help Apple achieve the lower starting price-tag, although the final pricing for the model is not yet settled, the people said.
Rumors of a new low-cost 4.7-inch iPhone modeled on the iPhone 8 first appeared in April via Economic Daily News. EDN's sources also claimed the device coming in early 2020 will include an LCD display. In addition, they also claimed it will feature a new PCB design to house Apple's A13 processor, a single-lens rear camera, and 128GB of base storage.

It's not clear if the rumored 4.7-inch iPhone would inherit the notched design and Face ID features of Apple's flagship smartphones, but Nikkei's references to 2017's iPhone 8 suggest it could retain the bordered screen and Touch ID-equipped Home button of that device to keep costs down.

Apple's iPhone XS, XS Max, and XR devices dominate its marketing, but the company continues to offer the iPhone 8 and iPhone 8 Plus (starting at $599) as lower cost options alongside the even cheaper iPhone 7 series (starting at $449).

Apple could end sales of the iPhone 7 when its new flagship models launch later this month, which would leave a space in its line-up for a new device that could boost its share of the mid-tier smartphone market. But apart from being new and coming in at a lower price, we'll have to wait and see if comparisons can be legitimately drawn with the much-loved 4-inch iPhone SE of yesteryear.

Related Roundup: iPhone 8

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