15 August 2019
Last month, noted industry analyst Ming-Chin Kuo predicted Apple's plans to release two iPhone 5G models and one 4G LTE model in 2020. He has now posted updated research notes with slight modifications about those plans. Kuo is now claiming that Apple will release all three 2020 iPhone models with 5G network support.
In research note excerpts shared by Mac Rumors, Kuo has cited Apple's recent acquisition of Intel's modem business for $1 billion as one of the reasons behind the plan changes. The acquisition is said to bring more resources to Apple which will make it easier for the company to bring 5G support on more devices.
Another reason for the change is said to be the competition for Android OEMs. Apple's 5G iPhones are reported to get official in the second half of 2020 which is the time when the number of 5G Android devices will increase. Kuo is predicting these 5G Android devices to cost under $350 which will eventually make iPhone buyers to expect 5G connectivity from their premium devices as well. They will consider it as a "necessary function" for such an expensive smartphone in 2020.
Since iPhones are continuously getting more and more expensive with each new release, Kuo believes that 5G connectivity will be a crucial factor for Apple to keep receiving subsidies from carriers as well as to make them worth the price bump for consumers. The addition of 5G support is also said to be helpful for Apple's AR ecosystem.
Apple's 5G iPhone models will offer compatibility with mmWave as well as Sub-6GHz network spectrums. There will be China-specific models as well which will offer only Sub-6GHz support. All three iPhone models will have OLED display panels but with 6.7-inch, 5.4-inch, and 6.1-inch display sizes respectively. It seems like Apple is finally ready to ditch LCD display panel altogether which is currently available on the iPhone XR.