Kuo: All 5G iPhones on Track to Launch in Fall 2020, Including Both Sub-6GHz and mmWave Models

Last month, reputable Apple analyst Ming-Chi Kuo said he expected four 5G-enabled iPhones to launch in the second half of 2020, including models with both sub-6GHz and mmWave support depending on the region.


Kuo said iPhone models with mmWave would be available in five markets, including the United States, Canada, Japan, Korea, and the United Kingdom, adding that Apple may disable sub-6GHz functionality in countries that do not offer 5G service or have a shallow 5G penetration rate to reduce production costs.

Kuo has now doubled down on his prediction. In a follow-up research note today, viewed by MacRumors, he said Apple is still on track to release both sub-6GHz and sub-6GHz-plus-mmWave iPhone models simultaneously in the second half of 2020, with shipments beginning in the late third quarter or early fourth quarter.

Last week, analyst Mehdi Hosseini had disagreed with Kuo's timeframe, claiming that sub-6GHz models would launch in September 2020 and mmWave models would follow in December 2020 or January 2021.

Kuo says development of 5G iPhones with both sub-6GHz and mmWave support is progressing as scheduled, however, and he has the more reputable track record as it relates to forecasting Apple's roadmap. So, as of now, it looks like the entire 5G iPhone lineup will be announced in September as usual.

Related Roundup: iPhone 12

This article, "Kuo: All 5G iPhones on Track to Launch in Fall 2020, Including Both Sub-6GHz and mmWave Models" first appeared on MacRumors.com

Discuss this article in our forums

Kuo: AirPods Pro, Apple Watch Series 6, and iPod Touch Getting New Suppliers in 2020

Apple will be making several changes to the suppliers of its products in 2020, according to reputable analyst Ming-Chi Kuo.


For starters, Kuo expects Chinese company Goertek to begin assembly of AirPods Pro in the first half of the year. The addition of a second supplier alongside Luxshare Precision should help improve supply of the popular earphones, which continue to face multi-week shipping estimates on Apple.com.

Luxshare itself will replace Quanta Computer as the exclusive manufacturer and supplier of S-series chips for the new Apple Watch in 2020, aka Series 6 models if Apple sticks with its naming trend, Kuo added.

And last, Kuo expects Chinese manufacturer BYD Electronic to replace Quanta Computer the sole assembler of the iPod touch in 2020, as well as obtain at least 10-20 percent of non-cellular iPad orders. Naturally, if this goes well, the company is expected to receive an even larger percentage of orders in 2021 and beyond.

Kuo outlined these details in a research note with investment firm TF International Securities, seen by MacRumors.


This article, "Kuo: AirPods Pro, Apple Watch Series 6, and iPod Touch Getting New Suppliers in 2020" first appeared on MacRumors.com

Discuss this article in our forums

Kuo: High-End Smartphones in 2020 to Feature Longer Optical Zoom, Including 10x on Huawei’s P40 Pro

Optical zoom will be a key upgrade to high-end smartphones in 2020, according to the latest prediction from noted analyst Ming-Chi Kuo.

In a research note with TF International Securities, obtained by MacRumors, Kuo said the rear camera on Huawei's upcoming P40 Pro will feature a redesigned periscope telephoto lens and become the world's first smartphone with 10x optical zoom. The device is expected to launch in the first half of 2020.


Huawei competitor Oppo had promised a smartphone with 10x optical zoom earlier this year, but it has so far only released a model with 10x hybrid zoom, which relies on a combination of optical zoom and software.

Kuo said enhanced optical zoom will extend to more high-end smartphones next year, although he did not specify if that will include the iPhone, which currently maxes out at 2x optical zoom and 10x digital zoom. Optical zoom preserves the quality of a shot when zooming in, while digital zoom results in some blurriness.

In other camera news, a supply chain report from DigiTimes today claims that Apple's high-end 6.1-inch and 6.7-inch iPhones in 2020 will adopt sensor-shift image stabilization technology, but details are slim. It is unclear if this would represent an improvement over optical image stabilization in current iPhones.

Related Roundup: iPhone 12

This article, "Kuo: High-End Smartphones in 2020 to Feature Longer Optical Zoom, Including 10x on Huawei's P40 Pro" first appeared on MacRumors.com

Discuss this article in our forums

Kuo: Next Year’s 5G iPhones With Redesigned Metal Frame Won’t Have Major Price Increase

Apple is rumored to launch four 5G-enabled iPhones in fall 2020, and while 5G-related components could raise the production costs of the devices by $30 to $100 depending on the model, analyst Ming-Chi Kuo believes Apple will not significantly increase the price of 5G iPhones compared to this year's lineup.

iPhone 11 Pro and iPhone 11 Pro Max models start at $999 and $1,099 respectively in the United States, while the iPhone 11 starts at $699.


In a research note with TF International Securities, viewed by MacRumors, Kuo said Apple instead aims to offset the cost of 5G by reducing its supply chain expenses, potentially including dropping its upfront non-recurring engineering payment to suppliers of the redesigned metal chassis and frame for 5G iPhones.

Non-recurring engineering refers to the one-time cost to research, design, develop, and test a new product or component. Kuo believes Apple will shift more of this research and development in house.

While the non-recurring engineering payment has typically helped Apple's suppliers stay afloat when iPhone sales start to slow during the spring and summer each year, Kuo believes it will be less essential in 2020 and beyond since Apple is expected to start releasing iPhones on a biannual basis going forward -- lower-end iPhones in the spring and higher-end iPhones in the fall.

Kuo has previously claimed that 5G iPhones will sport a redesigned metal frame with an iPhone 4-like design, suggesting a return to flatter edges. In today's note, he said both the chassis and frame on 5G iPhones will cost Apple significantly more to manufacture, perhaps pointing towards an even more premium design.

Related Roundup: iPhone 12

This article, "Kuo: Next Year's 5G iPhones With Redesigned Metal Frame Won't Have Major Price Increase" first appeared on MacRumors.com

Discuss this article in our forums

Kuo: 12.9-Inch iPad Pro and 16-Inch MacBook Pro With Mini-LED Displays to Launch in Second Half of 2020

Apple is planning four to six products with mini-LED displays over the next two to three years, including a high-end 12.9-inch iPad Pro with an A14X chip in the third quarter of 2020 and a refreshed 16-inch MacBook Pro in the fourth quarter of 2020, according to well-known Apple analyst Ming-Chi Kuo.


In a research note with TF International Securities today, obtained by MacRumors, Kuo said the mini-LED displays will "significantly improve productivity and the entertainment experience" without elaborating.

LG Display and GIS will be the most significant benefactors of these mini-LED products starting next year, according to Kuo.

Kuo has previously said that Mini-LED displays will allow for thinner and lighter product designs, while offering many of the same benefits of OLED displays used on the latest iPhones, including good wide color gamut performance, high contrast and dynamic range, and local dimming for truer blacks.

Kuo has also previously said that future iPad and MacBook displays will each use approximately 10,000 LEDs, compared to 576 in Apple's upcoming Pro Display XDR. Each LED would be below 200 microns in size.

Apple is widely rumored to refresh the iPad Pro in spring 2020, and if so, a new 12.9-inch model in fall 2020 would certainly be soon after.

Related Roundups: MacBook Pro, iPad Pro

This article, "Kuo: 12.9-Inch iPad Pro and 16-Inch MacBook Pro With Mini-LED Displays to Launch in Second Half of 2020" first appeared on MacRumors.com

Discuss this article in our forums

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

This article, "Kuo: iPad Pro With Rear 3D Sensing and 'iPhone SE 2' on Track to Launch in First Half of 2020" first appeared on MacRumors.com

Discuss this article in our forums

Kuo: Apple Watch Series 6 Models to Feature Faster Performance and Improved Water Resistance

While the Apple Watch Series 5 lineup was released less than two months ago, rumors are already looking ahead to next year.


In a research note with investor firm TF International Securities, seen by MacRumors, noted Apple analyst Ming-Chi Kuo has predicted that 2020 Apple Watch models will feature faster performance, improved water resistance, and improved wireless transmission for potentially faster Wi-Fi and cellular speeds.

Kuo believes all of these advancements will be made possible by Apple's switch to liquid crystal polymer or LCP material for the flexible circuit boards in next year's Apple Watch models, expected to launch in the second half of the year as usual. Series 5 models and earlier use a material known as polyimide or PI.

Dongshan Precision, Avary Holding, and Flexium Interconnect will be the primary LCP suppliers, according to Kuo.

It would not be surprising if so-called Apple Watch Series 6 models feature a faster Apple-designed S chip, as the only known differences with the S5 chip in Series 5 models compared to the S4 chip in Series 4 models is a built-in compass and a new always-on display driver, so a performance bump will be due next year.

As for water resistance, Apple Watch Series 2 models are already suitable for swimming or showering and can be submerged to a depth of up to 50 meters. With further improvements, perhaps Series 6 models could be certified for some high-velocity water activities such as scuba diving or water skiing.

Previous reports have suggested that 2020 Apple Watch models may also feature sleep tracking and MicroLED displays.

Related Roundups: Apple Watch, watchOS 6
Buyer's Guide: Apple Watch (Buy Now)

This article, "Kuo: Apple Watch Series 6 Models to Feature Faster Performance and Improved Water Resistance" first appeared on MacRumors.com

Discuss this article in our forums

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…



This article, "Kuo: Apple to Launch 'iPhone SE 2' in Early 2020 With Similar Design as iPhone 8, A13 Chip, and 3GB RAM" first appeared on MacRumors.com

Discuss this article in our forums

Kuo: High-End iPad and MacBook With Mini-LED Displays to Launch Between Late 2020 and Mid 2021

Reiterating a prediction he shared in April, noted Apple analyst Ming-Chi Kuo today said Apple plans to release high-end iPad and MacBook models with Mini-LED displays between late 2020 and mid 2021.


In a research note for TF International Securities, seen by MacRumors, Kuo added that the iPad and MacBook displays will each use approximately 10,000 LEDs, compared to 576 in Apple's upcoming Pro Display XDR. Each LED is said to be below 200 microns in size, significantly smaller than those in the Pro Display XDR.

Kuo previously said the iPad and MacBook models will have 10-12 inch and 15-17 inch display sizes respectively, and he also expects them to be high-end devices due to costly Mini-LED display components. Altogether, that means these will likely be iPad Pro and MacBook Pro models, but Kuo has not specified.

Although mass production of medium-sized OLED displays has gradually improved, and the wide color gamut performance of OLED is comparable to that of Mini-LED, Kuo believes Mini-LED is Apple's first choice to avoid burn-in issues and to reduce its dependance on Samsung for supply of OLED displays.

LG Display will supply the Mini-LED display panels, while other Mini-LED component suppliers will include Epistar, Zhen Ding, Radiant Opto-Electronics, Nichia, Avary Holding, and TSMT, according to Kuo.

Kuo believes the Mini-LED displays will allow for thinner and lighter product designs, while also offering good wide color gamut performance, high contrast and HDR, and local dimming, which dims the backlight behind areas of the screen that are displaying black while keeping the bright parts of the screen bright.

Apple plans to release the iPad between the fourth quarter of 2020 and the first quarter of 2021, followed by the MacBook between the first quarter and second quarter of 2021, according to Kuo.

Related Roundups: iPad Pro, MacBook Pro

This article, "Kuo: High-End iPad and MacBook With Mini-LED Displays to Launch Between Late 2020 and Mid 2021" first appeared on MacRumors.com

Discuss this article in our forums

Kuo: iPhone 11 Pro and iPhone 11 Pro Max Have Accounted for Combined 55% of Pre-Orders

Yesterday, noted Apple analyst Ming-Chi Kuo said that iPhone 11, iPhone 11 Pro, and iPhone 11 Pro Max pre-orders have been better than expected so far, noting that demand for the higher-end iPhone 11 Pro models is particularly strong in the United States due to trade-in and financing options.


In a follow-up research note with TF International Securities today, seen by MacRumors, Kuo now specifies that the iPhone 11 Pro and iPhone 11 Pro Max models have accounted for 55 percent of pre-orders to date. By extension, that would mean the lower-priced iPhone 11 has comprised 45 percent of pre-orders.

Kuo notes that shipment volumes of the higher-end OLED display models are "better than last year." A year ago, he estimated the iPhone XS and iPhone XS Max would account for a combined 40-45 percent of 2018 iPhone lineup shipments.

While the iPhone 11 should be the best-selling iPhone of the 2019 lineup, Apple's push towards monthly installments like the iPhone Upgrade Program may be convincing more customers to opt for the higher-priced models, as the $999-plus price tags are less steep when they are spread out over two years.

Apple no longer shares iPhone pre-order figures, nor has it ever disclosed iPhone sales on a model-by-model basis, so it is unclear how Kuo's "survey" results are determined, but Apple's online shipping estimates are one factor.

In today's note, Kuo also reiterated that 2020 iPhones will feature 3D sensing time-of-flight rear cameras with 7P lenses.

Related Roundups: iPhone 11, iPhone 11 Pro

This article, "Kuo: iPhone 11 Pro and iPhone 11 Pro Max Have Accounted for Combined 55% of Pre-Orders" first appeared on MacRumors.com

Discuss this article in our forums