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Kuo on 2020 iPhones: 5.4-Inch and 6.7-Inch Models With 5G, 6.1-Inch Model With LTE, All With OLED Displays

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Apple plans to release three new iPhones in the second half of 2020, including high-end 5.4-inch and 6.7-inch models with OLED displays and a lower-end 6.1-inch model with an OLED display, according to analyst Ming-Chi Kuo. Those display sizes line up with a DigiTimes report from a few months ago.


In a research note obtained by MacRumors today, Kuo said the 5.4-inch and 6.7-inch models will support 5G, while the 6.1-inch model will support up to LTE. Qualcomm is still expected to be Apple's primary supplier of 5G modems, with RF power amplifiers supplied by Broadcom as part of an agreement with Apple.

Excerpts from Kuo's research for TF International Securities:
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.

Kuo believes that all new iPhones will support 5G starting in 2021. He also believes that Apple will have its own 5G modem ready by 2022 to 2023, which should reduce its dependance on Qualcomm.

The new 5.4-inch and 6.7-inch sizes suggest that Apple may be planning to shrink the size of the current 5.8-inch iPhone XS, a move that fans of smaller phones would certainly appreciate, while increasing the size of the current 6.5-inch iPhone XS Max. The iPhone XR would remain a 6.1-inch device.

Article Link: Kuo on 2020 iPhones: 5.4-Inch and 6.7-Inch Models With 5G, 6.1-Inch Model With LTE, All With OLED Displays
 
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tigertazz

macrumors 6502
May 4, 2009
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5G restricted to Max models only a result of battery concerns?

Edit: missed that it’s the 5.4 and 6.7 getting the modem. Can see this as a feature differentiation instead.
 
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nwcs

macrumors 68000
Sep 21, 2009
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5G is not going to be the cause of mass rebuying of smartphones as the manufacturers hope. It’s just another nice to have and will be another infrastructure option with a slow rollout.

What I wonder is how they will make phones more ergonomic, more useful, and more accessible.
 
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recoil80

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Jul 16, 2014
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5G restricted to Max models only a result of battery concerns?

Or just a missing feature in order to have a cheaper model just like the Xr.
Today they put LCD on the Xr and OLED on the Xs, once the entire lineup will be OLED they'll need something else to differentiate, it may be the camera, but 5G vs LTE looks like a good candidate to me.
 
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profets

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Mar 18, 2009
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Interesting that the 5.8" and 6.5" higher end models are going to go to 5.4" and 6.7". Curious where the design will go.
 
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ph001bi

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May 26, 2015
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Does anyone care about next years iPhones? We’re still 3 months away from this years yet!

Many people care about next year's iPhones.
They'll be the first with 5G, > Something to please the media
the first all Oled > Something to please screen geeks,
The first with a 5.4 inch screen > something to please those who always find phones too big.
 
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Freida

macrumors 68030
Oct 22, 2010
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This is such a nonsense post. Not only that we are still 3 months away from the new iPhone that is definitely locked but the iPhone in 2020 is not locked in any way. Probably the final design etc. will be locked around feb-march so all these "predictions" are pointless as it could change many times.
Also, we all know that 5G is given next year and we all know that the XR phone will not have all the things so this is just a guessing if anything else.
 
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upandown

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Apr 10, 2017
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This is such a nonsense post. Not only that we are still 3 months away from the new iPhone that is definitely locked but the iPhone in 2020 is not locked in any way. Probably the final design etc. will be locked around feb-march so all these "predictions" are pointless as it could change many times.
Also, we all know that 5G is given next year and we all know that the XR phone will not have all the things so this is just a guessing if anything else.
 
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AppleAlexander

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Jul 10, 2014
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Darlington, UK



Apple plans to release three new iPhones in the second half of 2020, including high-end 5.4-inch and 6.7-inch models with OLED displays and a lower-end 6.1-inch model with an OLED display, according to analyst Ming-Chi Kuo. Those display sizes line up with a DigiTimes report from a few months ago.


In a research note shared with Chinese media outlets today, Kuo said the 5.4-inch and 6.7-inch models will support 5G, while the 6.1-inch model will support up to LTE. Qualcomm is still expected to be Apple's primary supplier of 5G modems, complemented by Samsung, with RF power amplifiers supplied by Broadcom.


Kuo believes that all new iPhones will support 5G starting in 2021. He also believes that Apple will have its own 5G modem ready by 2022 to 2023, which should reduce its dependance on Qualcomm and Samsung.

The new 5.4-inch and 6.7-inch sizes suggest that Apple may be planning to shrink the size of the current 5.8-inch iPhone XS, a move that fans of smaller phones would certainly appreciate, while increasing the size of the current 6.5-inch iPhone XS Max. The iPhone XR would remain a 6.1-inch device.

Kuo usually provides English translations of his research notes after a short period. We'll update if there are any additional details to add.

Article Link: Kuo on 2020 iPhones: 5.4-Inch and 6.7-Inch Models With 5G, 6.1-Inch Model With LTE, All With OLED Displays
[doublepost=1560778916][/doublepost]
You think Apple would price it so low? :D

After the slump in sales last year (XR biggest seller) maybe they will think twice about pricing.
 
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