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

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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

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2020 iPhones Could Have Larger Batteries Due to Tweaked Circuitry

2020 iPhones may have a custom battery protection module that is nearly 50 percent smaller and thinner than the battery protection circuit in previous iPhones, according to industry sources cited by Korean website The Elec.

The smaller module could free up some internal space in iPhone 12 models, potentially paving the way for a slight increase in battery capacity.


The report claims the smaller module would be supplied by Korea’s ITM Semiconductor.

A battery protection circuit helps to prevent over-charging and over-discharging. The new module from ITM Semiconductor combines the protection circuit with a MOSFET and PCB, eliminating the need for a holder case.

Source: ITM Semiconductor

In a separate report, The Elec claimed that ITM Semiconductor has already supplied the new modules to Samsung for the Galaxy S11.

Apple is expected to release four high-end iPhones in 2020, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model. All four devices are expected to have OLED displays, 5G support, a new iPhone 4-like metal frame, up to 6GB of RAM, up to triple-lens rear cameras with 3D sensing, and more.

The iPhone 11 Pro Max has the largest battery life of any iPhone ever, lasting up to five hours longer than the iPhone XS Max per charge.

Related Roundup: iPhone 12

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2020 iPhones may have a custom battery protection module that is nearly 50 percent smaller and thinner than the battery protection circuit in previous iPhones, according to industry sources cited by Korean website The Elec.

The smaller module could free up some internal space in iPhone 12 models, potentially paving the way for a slight increase in battery capacity.


The report claims the smaller module would be supplied by Korea's ITM Semiconductor.

A battery protection circuit helps to prevent over-charging and over-discharging. The new module from ITM Semiconductor combines the protection circuit with a MOSFET and PCB, eliminating the need for a holder case.

Source: ITM Semiconductor

In a separate report, The Elec claimed that ITM Semiconductor has already supplied the new modules to Samsung for the Galaxy S11.

Apple is expected to release four high-end iPhones in 2020, including one 5.4-inch model, two 6.1-inch models, and one 6.7-inch model. All four devices are expected to have OLED displays, 5G support, a new iPhone 4-like metal frame, up to 6GB of RAM, up to triple-lens rear cameras with 3D sensing, and more.

The iPhone 11 Pro Max has the largest battery life of any iPhone ever, lasting up to five hours longer than the iPhone XS Max per charge.

Related Roundup: iPhone 12

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Kuo: Apple to Launch Five iPhones in 2020, Including 5.4-Inch, Two 6.1-Inch, and 6.7-Inch Models With 5G

Apple plans to release five new iPhone models in 2020, according to the latest prediction from analyst Ming-Chi Kuo.

In a research note with TF International Securities, obtained by MacRumors, Kuo outlined his expectations for a so-called iPhone SE 2 with a 4.7-inch LCD display in the first half of 2020, followed by a higher-end all-OLED lineup consisting of 5.4-inch, two 6.1-inch, and 6.7-inch models in the second half of the year.


Kuo expects all four higher-end models to support 5G with a Qualcomm X55 modem, adding that availability of models with Sub-6G-only or Sub-6G-plus-mmWave types of 5G will vary by country.

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

Four new high-end iPhones in 2020 lines up with a prediction shared by JPMorgan analyst Samik Chatterjee on Wednesday.

The so-called iPhone SE 2 is expected to resemble the iPhone 8, including a 4.7-inch display with bezels and a Touch ID home button, but with a faster A13 chip and 3GB of RAM. The device will continue to have a single-lens rear camera, according to Kuo, like the original iPhone SE and the iPhone 8.

The four higher-end iPhones are expected to resemble the iPhone 4, including a new metal frame that will likely sport flatter edges.

All in all, we can expect the following iPhone lineup in 2020 if Kuo is accurate:

  • 4.7-inch iPhone SE 2: LCD display, single-lens rear camera, no 5G support
  • 5.4-inch iPhone 12: OLED display, dual-lens rear camera, 5G support
  • 6.1-inch iPhone 12: OLED display, dual-lens rear camera, 5G support
  • 6.1-inch iPhone 12 Pro: OLED display, triple-lens rear camera, 5G support
  • 6.7-inch iPhone 12 Pro Max: OLED display, triple-lens rear camera, 5G support

Read our iPhone 12 roundup for coverage all of rumors about next year’s devices.

Related Roundups: iPhone SE 2, iPhone 12

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Apple plans to release five new iPhone models in 2020, according to the latest prediction from analyst Ming-Chi Kuo.

In a research note with TF International Securities, obtained by MacRumors, Kuo outlined his expectations for a so-called iPhone SE 2 with a 4.7-inch LCD display in the first half of 2020, followed by a higher-end all-OLED lineup consisting of 5.4-inch, two 6.1-inch, and 6.7-inch models in the second half of the year.


Kuo expects all four higher-end models to support 5G with a Qualcomm X55 modem, adding that availability of models with Sub-6G-only or Sub-6G-plus-mmWave types of 5G will vary by country.

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

Four new high-end iPhones in 2020 lines up with a prediction shared by JPMorgan analyst Samik Chatterjee on Wednesday.

The so-called iPhone SE 2 is expected to resemble the iPhone 8, including a 4.7-inch display with bezels and a Touch ID home button, but with a faster A13 chip and 3GB of RAM. The device will continue to have a single-lens rear camera, according to Kuo, like the original iPhone SE and the iPhone 8.

The four higher-end iPhones are expected to resemble the iPhone 4, including a new metal frame that will likely sport flatter edges.

All in all, we can expect the following iPhone lineup in 2020 if Kuo is accurate:
  • 4.7-inch iPhone SE 2: LCD display, single-lens rear camera, no 5G support
  • 5.4-inch iPhone 12: OLED display, dual-lens rear camera, 5G support
  • 6.1-inch iPhone 12: OLED display, dual-lens rear camera, 5G support
  • 6.1-inch iPhone 12 Pro: OLED display, triple-lens rear camera, 5G support
  • 6.7-inch iPhone 12 Pro Max: OLED display, triple-lens rear camera, 5G support
Read our iPhone 12 roundup for coverage all of rumors about next year's devices.

Related Roundups: iPhone SE 2, iPhone 12

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Kuo: Apple to Launch ‘Completely Wireless’ iPhone Without Lightning Connector and ‘iPhone SE 2 Plus’ With Touch ID Power Button in 2021

Apple plans to launch a high-end iPhone without a Lightning connector in the second half of 2021, with the device instead offering a “completely wireless experience,” according to a new prediction from analyst Ming-Chi Kuo.


An excerpt from Kuo’s research note with TF International Securities, obtained by MacRumors:

Apple will create more differentiation between the highest-end and high- end models. It will benefit the shipment of the highest-end model and iPhone ASP. Among new 2H21 iPhone models, we expect that the highest-end model would cancel the [Lightning] port and provide the completely wireless experience.

Earlier in 2021, Kuo expects Apple will launch a so-called “iPhone SE 2 Plus” with a full-screen design but no Face ID, resulting in only a small notch. Instead, Touch ID will be built into the power button, according to Kuo:

Apple will launch the iPhone SE2 Plus in 1H21. We predict that the display size will be 5.5 or 6.1-inch. This model will adopt a full-screen design. The notch area will be smaller because of no Face ID support. The Touch ID will be integrated with the power button, which is located on the side.

A report from JPMorgan analysts earlier this week said that Apple will be moving toward a biannual iPhone release cycle to help smooth out sales. Coupled with Kuo’s report, it does look like Apple may be moving towards a trend of lower-end iPhones each spring and higher-end iPhones each fall.

Related Roundups: iPhone SE 2, iPhone 12

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Apple plans to launch a high-end iPhone without a Lightning connector in the second half of 2021, with the device instead offering a "completely wireless experience," according to a new prediction from analyst Ming-Chi Kuo.


An excerpt from Kuo's research note with TF International Securities, obtained by MacRumors:
Apple will create more differentiation between the highest-end and high- end models. It will benefit the shipment of the highest-end model and iPhone ASP. Among new 2H21 iPhone models, we expect that the highest-end model would cancel the [Lightning] port and provide the completely wireless experience.
Earlier in 2021, Kuo expects Apple will launch a so-called "iPhone SE 2 Plus" with a full-screen design but no Face ID, resulting in only a small notch. Instead, Touch ID will be built into the power button, according to Kuo:
Apple will launch the iPhone SE2 Plus in 1H21. We predict that the display size will be 5.5 or 6.1-inch. This model will adopt a full-screen design. The notch area will be smaller because of no Face ID support. The Touch ID will be integrated with the power button, which is located on the side.
A report from JPMorgan analysts earlier this week said that Apple will be moving toward a biannual iPhone release cycle to help smooth out sales. Coupled with Kuo's report, it does look like Apple may be moving towards a trend of lower-end iPhones each spring and higher-end iPhones each fall.

Related Roundups: iPhone SE 2, iPhone 12

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Qualcomm President: Priority Number One is Launching Apple’s 5G iPhone as Fast as Possible

Apple and Qualcomm are working to launch a new 5G iPhone as fast as possible, Qualcomm President Cristiano Amon said at Qualcomm’s Snapdragon Tech Summit this week, reports PCMag.

The main goal of Qualcomm’s renewed relationship with Apple is to get the iPhone launched on time, with rumors suggesting Apple’s 5G iPhones are going to come in the fall of 2020. “Priority number one of this relationship with Apple is how to launch their phone as fast as we can. That’s the priority,” said Amon.


Given the need to get the phone out at the proper time, Amon said that while the first ‌5G iPhone‌ will use Qualcomm modems, it might not include all of Qualcomm’s RF front end. An RF front-end includes the circuitry between components like the antenna and receiver and it is important for boosting signal from various networks.

As PCMag points out, Qualcomm has called its newest Snapdragon modem chip a “modem-RF system,” suggesting that eking out the best signal requires Qualcomm-created RF front-end components.

Apple instead will likely use its own technology and components alongside Qualcomm’s modems in its 2020 ‌iPhone‌ lineup, which is something that the company has also done in prior years, but Apple will need to use Qualcomm millimeter wave antenna modules as it manufactures the only components that work with Verizon and AT&T’s 5G networks at this time.

Right now, rumors suggest all of Apple’s iPhones coming in 2020 will use 5G, though one rumor yesterday indicated that not all iPhones may support both mmWave and sub-6GHz 5G, the two kinds of 5G technology that are in the works.

Higher-end devices may be able to take advantage of mmWave and sub-6GHz 5G, while there’s a possibility that Apple’s more affordable devices will be limited to the sub-6GHz networks.

mmWave is the fastest 5G technology, but given its limited range, it’s likely to be limited to major cities and urban areas. Sub-6GHz 5G is slower than mmWave 5G, but it will be able to be used in suburban and rural areas, and will still offer speeds faster than 4G LTE.

Apple and Qualcomm settled their long running legal dispute in April and inked a multi-year contract that will see Apple using Qualcomm modems in its devices going forward. Apple was forced to come to an agreement with Qualcomm after Intel was unable to meet Apple’s modem needs.

Intel ultimately sold most of its smartphone modem business in July, and while Apple is working on its own modem chips, it will be reliant on Qualcomm in the near future. Given the late settlement between Apple and Qualcomm, the two have had to rush to get Qualcomm technology ready for 2020 iPhones.

“We re-engaged probably later than both of us would like, and I think we’ve been working together to try to get as much as possible done, and take as much possible advantage of what they’ve done before so that we can actually launch a phone on schedule with 5G,” Amon said.

Amon went on to say that Qualcomm has a “multi-year agreement” with Apple. “We’re setting no expectations on front end, especially because we engaged it very late,” Amon explained. Overall, Amon said that he’s “very happy” with the progress that’s being made. “I expect that they’re going to have a great device.”

Related Roundup: iPhone 12

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Apple and Qualcomm are working to launch a new 5G iPhone as fast as possible, Qualcomm President Cristiano Amon said at Qualcomm's Snapdragon Tech Summit this week, reports PCMag.

The main goal of Qualcomm's renewed relationship with Apple is to get the iPhone launched on time, with rumors suggesting Apple's 5G iPhones are going to come in the fall of 2020. "Priority number one of this relationship with Apple is how to launch their phone as fast as we can. That's the priority," said Amon.


Given the need to get the phone out at the proper time, Amon said that while the first ‌5G iPhone‌ will use Qualcomm modems, it might not include all of Qualcomm's RF front end. An RF front-end includes the circuitry between components like the antenna and receiver and it is important for boosting signal from various networks.

As PCMag points out, Qualcomm has called its newest Snapdragon modem chip a "modem-RF system," suggesting that eking out the best signal requires Qualcomm-created RF front-end components.

Apple instead will likely use its own technology and components alongside Qualcomm's modems in its 2020 ‌iPhone‌ lineup, which is something that the company has also done in prior years, but Apple will need to use Qualcomm millimeter wave antenna modules as it manufactures the only components that work with Verizon and AT&T's 5G networks at this time.

Right now, rumors suggest all of Apple's iPhones coming in 2020 will use 5G, though one rumor yesterday indicated that not all iPhones may support both mmWave and sub-6GHz 5G, the two kinds of 5G technology that are in the works.

Higher-end devices may be able to take advantage of mmWave and sub-6GHz 5G, while there's a possibility that Apple's more affordable devices will be limited to the sub-6GHz networks.

mmWave is the fastest 5G technology, but given its limited range, it's likely to be limited to major cities and urban areas. Sub-6GHz 5G is slower than mmWave 5G, but it will be able to be used in suburban and rural areas, and will still offer speeds faster than 4G LTE.

Apple and Qualcomm settled their long running legal dispute in April and inked a multi-year contract that will see Apple using Qualcomm modems in its devices going forward. Apple was forced to come to an agreement with Qualcomm after Intel was unable to meet Apple's modem needs.

Intel ultimately sold most of its smartphone modem business in July, and while Apple is working on its own modem chips, it will be reliant on Qualcomm in the near future. Given the late settlement between Apple and Qualcomm, the two have had to rush to get Qualcomm technology ready for 2020 iPhones.
"We re-engaged probably later than both of us would like, and I think we've been working together to try to get as much as possible done, and take as much possible advantage of what they've done before so that we can actually launch a phone on schedule with 5G," Amon said.
Amon went on to say that Qualcomm has a "multi-year agreement" with Apple. "We're setting no expectations on front end, especially because we engaged it very late," Amon explained. Overall, Amon said that he's "very happy" with the progress that's being made. "I expect that they're going to have a great device."

Related Roundup: iPhone 12

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Apple Supplier Shrinks Down Capacitors Needed for 5G iPhone, Freeing Up Valuable Internal Space

Apple is planning to implement 5G technology in all of the iPhones coming in 2020, and Apple’s suppliers are gearing up for the transition. One supplier, Murata Manufacturing, recently developed an “ultrasmall” version of a key electronic component, which will allow Apple to free up a bit of valuable space in its 5G iPhones.

According to Japanese news site Nikkei, Murata Manufacturing is set to start mass producing tiny multilayer ceramic capacitors that take up one-fifth of the space of the existing capacitors, but also offer 10 times the electrical storage capacity.


Each individual capacitor measures in at 0.25mm by 0.125mm, which is miniscule. The capacitors are designed to regulate power usage within circuits used in the iPhone, and to create its ultrasmall capacitors, Murata was able to refine the ceramic powder that provides the base material for the sheets used in the capacitor, which allows more sheets to be stacked up for higher capacity without more space consumed on a circuit board.

5G technology is a bigger power drain than 4G technology, necessitating larger batteries and more efficient components. Murata’s new capacitors will give smartphone designers like Apple freedom to use that space for other important components within the ‌iPhone‌, such as higher-capacity batteries.

There’s no confirmation that Apple is going to use Murata’s technology, but it seems likely as Murata is a supplier for Apple. Murata also works with other smartphone companies such as Huawei.

Apple is planning to introduce at least three new iPhones in the fall of 2020, all of which are expected to include 5G technology to allow the ‌iPhone‌ to take advantage of 5G networks and better compete with Android smartphones.

Related Roundup: iPhone 12
Tags: 5G, 5G iPhone

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Apple is planning to implement 5G technology in all of the iPhones coming in 2020, and Apple's suppliers are gearing up for the transition. One supplier, Murata Manufacturing, recently developed an "ultrasmall" version of a key electronic component, which will allow Apple to free up a bit of valuable space in its 5G iPhones.

According to Japanese news site Nikkei, Murata Manufacturing is set to start mass producing tiny multilayer ceramic capacitors that take up one-fifth of the space of the existing capacitors, but also offer 10 times the electrical storage capacity.


Each individual capacitor measures in at 0.25mm by 0.125mm, which is miniscule. The capacitors are designed to regulate power usage within circuits used in the iPhone, and to create its ultrasmall capacitors, Murata was able to refine the ceramic powder that provides the base material for the sheets used in the capacitor, which allows more sheets to be stacked up for higher capacity without more space consumed on a circuit board.

5G technology is a bigger power drain than 4G technology, necessitating larger batteries and more efficient components. Murata's new capacitors will give smartphone designers like Apple freedom to use that space for other important components within the ‌iPhone‌, such as higher-capacity batteries.

There's no confirmation that Apple is going to use Murata's technology, but it seems likely as Murata is a supplier for Apple. Murata also works with other smartphone companies such as Huawei.

Apple is planning to introduce at least three new iPhones in the fall of 2020, all of which are expected to include 5G technology to allow the ‌iPhone‌ to take advantage of 5G networks and better compete with Android smartphones.

Related Roundup: iPhone 12
Tags: 5G, 5G iPhone

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2020 iPhone Rumored to Have Under-Display Ultrasonic Fingerprint Scanner Supplied by Qualcomm

Apple has arranged for a representative to meet with Taiwanese touchscreen-related manufacturer GIS next week to discuss development of an iPhone with an under-display fingerprint scanner for release as early as next year, according to a pair of reports from the Economic Daily News.


The reports claim that Apple plans to use Qualcomm’s ultrasonic fingerprint sensor technology in at least one iPhone model set to be released in 2020, although the timeframe could be pushed back to 2021. GIS would cooperate with Qualcomm to supply necessary components.

This lines up with recent reports from analyst Ming-Chi Kuo, Barclays analysts, Bloomberg, and others who expect Apple to release an iPhone with both Face ID and under-display fingerprint authentication in 2020 or 2021.

There are currently two types of under-display fingerprint sensors, including optical and ultrasonic. Optical variants rely on light from a smartphone’s display to create a 2D image of a fingerprint, while ultrasonic variants make use of high-frequency sound to generate a 3D image of a fingerprint.

Qualcomm already supplies ultrasonic fingerprint sensors for Samsung’s Galaxy S10 and Galaxy Note10 smartphones, but iPhones could use an even more advanced version of the technology by time 2020 or 2021 rolls around.

In a closed-door briefing on the sidelines of the 2019 Mobile World Congress conference in Barcelona, Qualcomm director Gordon Thomas reportedly disclosed that the company plans to create even larger under-display fingerprint sensors than the one used in Samsung’s latest smartphones, with an eventual goal of developing a sensor that works across virtually the entire display.

Coincidentally or not, the rumors about iPhones with under-display fingerprint scanning have suggested it will be a full-screen solution.

All in all, this serves as more evidence that Apple plans to release at least one new iPhone model with both Face ID and a form of full-screen Touch ID within the next year or two. Given the ultrasonic technology only works with OLED displays, the sensor will likely be limited to higher-end iPhones.

Update: As noted by PCMag, Qualcomm today at its Snapdragon Tech Summit in Hawaii unveiled a 30x20mm in-display fingerprint sensor for smartphones, said to be 17x larger than the one in the Galaxy S10. (Thanks, Stefan Constantine!)

Related Roundup: iPhone 12

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Apple has arranged for a representative to meet with Taiwanese touchscreen-related manufacturer GIS next week to discuss development of an iPhone with an under-display fingerprint scanner for release as early as next year, according to a pair of reports from the Economic Daily News.


The reports claim that Apple plans to use Qualcomm's ultrasonic fingerprint sensor technology in at least one iPhone model set to be released in 2020, although the timeframe could be pushed back to 2021. GIS would cooperate with Qualcomm to supply necessary components.

This lines up with recent reports from analyst Ming-Chi Kuo, Barclays analysts, Bloomberg, and others who expect Apple to release an iPhone with both Face ID and under-display fingerprint authentication in 2020 or 2021.

There are currently two types of under-display fingerprint sensors, including optical and ultrasonic. Optical variants rely on light from a smartphone's display to create a 2D image of a fingerprint, while ultrasonic variants make use of high-frequency sound to generate a 3D image of a fingerprint.

Qualcomm already supplies ultrasonic fingerprint sensors for Samsung's Galaxy S10 and Galaxy Note10 smartphones, but iPhones could use an even more advanced version of the technology by time 2020 or 2021 rolls around.


In a closed-door briefing on the sidelines of the 2019 Mobile World Congress conference in Barcelona, Qualcomm director Gordon Thomas reportedly disclosed that the company plans to create even larger under-display fingerprint sensors than the one used in Samsung's latest smartphones, with an eventual goal of developing a sensor that works across virtually the entire display.

Coincidentally or not, the rumors about iPhones with under-display fingerprint scanning have suggested it will be a full-screen solution.

All in all, this serves as more evidence that Apple plans to release at least one new iPhone model with both Face ID and a form of full-screen Touch ID within the next year or two. Given the ultrasonic technology only works with OLED displays, the sensor will likely be limited to higher-end iPhones.

Update: As noted by PCMag, Qualcomm today at its Snapdragon Tech Summit in Hawaii unveiled a 30x20mm in-display fingerprint sensor for smartphones, said to be 17x larger than the one in the Galaxy S10. (Thanks, Stefan Constantine!)

Related Roundup: iPhone 12

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Analyst: Apple to Release Four iPhones in Fall 2020 With 5G Connectivity and OLED Displays

Apple will release four new iPhone models during its fall update cycle, all of which will support 5G connectivity, according to JPMorgan analyst Samik Chatterjee (via CNBC).

Based on channel checks, Chatterjee believes Apple will release a 5.4-inch ‌iPhone‌, two 6.1-inch iPhones, and one 6.7-inch ‌iPhone‌.


Chatterjee’s prediction is a bit of a deviation from current rumors, which have suggested we’ll see a lineup similar to the 2019 lineup with 5.4 and 6.7-inch higher-end iPhones and a lower-cost 6.1-inch device.

Apple could, however, be planning to release two higher-end devices in 6.1 and 6.7-inch screen sizes, and two lower-end devices in 5.4 and 6.1-inch screen sizes as Chatterjee suggests, though it’s not clear yet if this is the company’s plan. Regardless of how many iPhones are released, the entire ‌iPhone‌ lineup is expected to use OLED displays and 5G technology.

“The 2H20 lineup will include all OLED phones, with screen sizes of 5.4″ (one model), 6.1″ (two), and 6.7″ (one), broadening the screen size range from 5.8″ to 6.5″ in 2019. We expect the two higher end models (one 6.1″, one 6.7″) to include mmWave support, triple camera and World facing 3D sensing, while the lower-end models (one 6.1″, one 5.4″) will include support for only sub-6 GHz and dual camera (no World-facing 3D sensing).”

Two of the higher-end iPhones will be equipped with new rear camera technology with “world-facing” 3D sensing for improved augmented reality capabilities, while the others will use dual-lens setups similar to the iPhone 11.

There could also be a split between the type of 5G connectivity offered by each ‌iPhone‌. The two higher-end iPhones could offer support for the fastest 5G technology, mmWave, while the two lower-end iPhones may be limited to the sub-6GHz spectrum, which is not as speedy but has a wider range.

mmWave 5G technology will likely be limited to major cities and dense urban areas because of its short range, while 5G networks in rural and suburban areas will use the slower sub-6GHz technology, such as the 600MHz network T-Mobile is rolling out.

Rumors have suggested Apple is going to use Qualcomm’s X55 modems in all of its 2020 iPhones, and while those modems do support both mmWave and sub-6GHz spectrum, an additional mmWave antenna is needed for mmWave support.

To make the lower-end iPhones more affordable, Apple could potentially limit the mmWave antenna to higher-end models, though prior rumors have suggested Apple’s aim with its 2020 iPhones is to match the technology in more affordable 5G Android smartphones, which do support mmWave.

Starting in 2021, Chatterjee believes Apple will make some significant changes to its ‌iPhone‌ release cycles. “Based on our supply chain checks, we are expecting a strategic change in the launch cadence with the release of two new ‌iPhone‌ models in 1H21 followed by another two in 2H21, which will serve to smooth seasonality around the launch,” he wrote.

Releasing two iPhones during the first half of 2021 and two iPhones during the second half of 2021 could allow Apple to better compete with rival smartphone companies that introduce new devices throughout the year and limit “product cycle missteps” by allowing for designs to be altered more quickly in response to market feedback.

Apple has been launching new iPhones in the fall since 2011, and the note from Chatterjee provides little additional information on the potential split if Apple does pursue a new launch timeline.

Apple could release lower-end devices earlier in the year and then save its higher-end launches for the fall, but Chatterjee’s current prediction would see Apple releasing four iPhones in September 2020 and then two additional iPhones in the first half of 2021, for a total of six iPhones within six months, which seems like a bit of a stretch.

Related Roundup: iPhone 12

This article, “Analyst: Apple to Release Four iPhones in Fall 2020 With 5G Connectivity and OLED Displays” first appeared on MacRumors.com

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Apple will release four new iPhone models during its fall update cycle, all of which will support 5G connectivity, according to JPMorgan analyst Samik Chatterjee (via CNBC).

Based on channel checks, Chatterjee believes Apple will release a 5.4-inch ‌iPhone‌, two 6.1-inch iPhones, and one 6.7-inch ‌iPhone‌.


Chatterjee's prediction is a bit of a deviation from current rumors, which have suggested we'll see a lineup similar to the 2019 lineup with 5.4 and 6.7-inch higher-end iPhones and a lower-cost 6.1-inch device.

Apple could, however, be planning to release two higher-end devices in 6.1 and 6.7-inch screen sizes, and two lower-end devices in 5.4 and 6.1-inch screen sizes as Chatterjee suggests, though it's not clear yet if this is the company's plan. Regardless of how many iPhones are released, the entire ‌iPhone‌ lineup is expected to use OLED displays and 5G technology.
"The 2H20 lineup will include all OLED phones, with screen sizes of 5.4″ (one model), 6.1″ (two), and 6.7″ (one), broadening the screen size range from 5.8″ to 6.5″ in 2019. We expect the two higher end models (one 6.1″, one 6.7″) to include mmWave support, triple camera and World facing 3D sensing, while the lower-end models (one 6.1″, one 5.4″) will include support for only sub-6 GHz and dual camera (no World-facing 3D sensing)."
Two of the higher-end iPhones will be equipped with new rear camera technology with "world-facing" 3D sensing for improved augmented reality capabilities, while the others will use dual-lens setups similar to the iPhone 11.

There could also be a split between the type of 5G connectivity offered by each ‌iPhone‌. The two higher-end iPhones could offer support for the fastest 5G technology, mmWave, while the two lower-end iPhones may be limited to the sub-6GHz spectrum, which is not as speedy but has a wider range.

mmWave 5G technology will likely be limited to major cities and dense urban areas because of its short range, while 5G networks in rural and suburban areas will use the slower sub-6GHz technology, such as the 600MHz network T-Mobile is rolling out.

Rumors have suggested Apple is going to use Qualcomm's X55 modems in all of its 2020 iPhones, and while those modems do support both mmWave and sub-6GHz spectrum, an additional mmWave antenna is needed for mmWave support.

To make the lower-end iPhones more affordable, Apple could potentially limit the mmWave antenna to higher-end models, though prior rumors have suggested Apple's aim with its 2020 iPhones is to match the technology in more affordable 5G Android smartphones, which do support mmWave.

Starting in 2021, Chatterjee believes Apple will make some significant changes to its ‌iPhone‌ release cycles. "Based on our supply chain checks, we are expecting a strategic change in the launch cadence with the release of two new ‌iPhone‌ models in 1H21 followed by another two in 2H21, which will serve to smooth seasonality around the launch," he wrote.

Releasing two iPhones during the first half of 2021 and two iPhones during the second half of 2021 could allow Apple to better compete with rival smartphone companies that introduce new devices throughout the year and limit "product cycle missteps" by allowing for designs to be altered more quickly in response to market feedback.

Apple has been launching new iPhones in the fall since 2011, and the note from Chatterjee provides little additional information on the potential split if Apple does pursue a new launch timeline.

Apple could release lower-end devices earlier in the year and then save its higher-end launches for the fall, but Chatterjee's current prediction would see Apple releasing four iPhones in September 2020 and then two additional iPhones in the first half of 2021, for a total of six iPhones within six months, which seems like a bit of a stretch.

Related Roundup: iPhone 12

This article, "Analyst: Apple to Release Four iPhones in Fall 2020 With 5G Connectivity and OLED Displays" first appeared on MacRumors.com

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DigiTimes: Apple Considering Bundling AirPods With 2020 iPhones

Apple is considering bundling AirPods with new iPhone models in 2020, according to hit-or-miss Taiwanese publication DigiTimes.


The report claims “smartphone vendors including Apple, Samsung, and Xiaomi are looking to bundle their new models with TWS earbuds next year,” citing unnamed industry sources. “TWS” or “truly wireless stereo” earphones include the likes of AirPods and Samsung’s Galaxy Buds.

We’re pretty skeptical about this report due to the price of AirPods, which start at $159. It’s hard to imagine Apple including such a costly accessory in the box with new iPhones next year without raising the price of the iPhones overall… not to mention that DigiTimes doesn’t have a stellar track record with Apple rumors either.

AirPods are also tremendously popular by all indications, so it is hard to see why Apple would give them away for free when millions of customers are clearly happy to fork over a few hundred dollars for them already. In fact, the new AirPods Pro are in such high demand that Apple is reportedly doubling production.

Apple has included basic, wired EarPods with a Lightning connector in the box with iPhones for several years. Those earphones likely cost Apple very little to manufacture, retailing for just $29 on its website.

While this rumor seems questionable for now, it is certainly possible that Apple simply feels it is time to include something more modern than EarPods with its iPhones. AirPods are already said to be the world’s best selling truly wireless earphones, and bundling them with iPhones would only extend that lead.

If it were to happen, we would imagine AirPods would only be bundled with higher-end iPhone 12 Pro models. We’re still a little under ten months away from those devices, so we’ll see if this rumor gains any traction as time goes on.

Related Roundups: AirPods 2, iPhone 12
Buyer’s Guide: AirPods (Buy Now)

This article, “DigiTimes: Apple Considering Bundling AirPods With 2020 iPhones” first appeared on MacRumors.com

Discuss this article in our forums

Apple is considering bundling AirPods with new iPhone models in 2020, according to hit-or-miss Taiwanese publication DigiTimes.


The report claims "smartphone vendors including Apple, Samsung, and Xiaomi are looking to bundle their new models with TWS earbuds next year," citing unnamed industry sources. "TWS" or "truly wireless stereo" earphones include the likes of AirPods and Samsung's Galaxy Buds.

We're pretty skeptical about this report due to the price of AirPods, which start at $159. It's hard to imagine Apple including such a costly accessory in the box with new iPhones next year without raising the price of the iPhones overall… not to mention that DigiTimes doesn't have a stellar track record with Apple rumors either.

AirPods are also tremendously popular by all indications, so it is hard to see why Apple would give them away for free when millions of customers are clearly happy to fork over a few hundred dollars for them already. In fact, the new AirPods Pro are in such high demand that Apple is reportedly doubling production.

Apple has included basic, wired EarPods with a Lightning connector in the box with iPhones for several years. Those earphones likely cost Apple very little to manufacture, retailing for just $29 on its website.

While this rumor seems questionable for now, it is certainly possible that Apple simply feels it is time to include something more modern than EarPods with its iPhones. AirPods are already said to be the world's best selling truly wireless earphones, and bundling them with iPhones would only extend that lead.

If it were to happen, we would imagine AirPods would only be bundled with higher-end iPhone 12 Pro models. We're still a little under ten months away from those devices, so we'll see if this rumor gains any traction as time goes on.

Related Roundups: AirPods 2, iPhone 12
Buyer's Guide: AirPods (Buy Now)

This article, "DigiTimes: Apple Considering Bundling AirPods With 2020 iPhones" first appeared on MacRumors.com

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Apple Expected to Release 5.4-Inch and 6.7-Inch iPhones With Thinner Displays in 2020

Apple plans to release 5.4-inch and 6.7-inch iPhones with thinner OLED displays in 2020, according to Korea’s ETNews.

The report claims the so-called iPhone 12 Pro and iPhone 12 Pro Max models will adopt a Samsung technology called Y-OCTA that allows touchscreen circuitry to be directly patterned on the OLED panel without the need for a separate layer, resulting in a thinner display and lower production costs.


It’s unclear if the thinner display technology would translate to overall thinner iPhones next year. Notably, the iPhone 11 Pro and iPhone 11 Pro Max are actually slightly thicker and heavier than the iPhone XS and iPhone XS Max, respectively, as Apple added larger batteries in this year’s devices.

Samsung will supply Y-OCTA displays to Apple for both the 5.4-inch and 6.7-inch iPhones, while the lower-cost 6.1-inch model will stick with traditional film-based displays supplied by both Samsung and LG, the report adds. Chinese display maker BOE may be out of the running as a supplier for 2020 iPhones.

2020 is expected to be a big year for the iPhone, with rumors pointing to the two new display sizes mentioned above, a redesigned metal frame similar to the iPhone 4, rear-facing 3D sensing, 5G support, and up to 6GB of RAM.

Multiple reports have claimed that Apple eventually plans to release an iPhone with both Face ID and under-screen Touch ID, although it is unclear if the device will arrive in 2020 or 2021. The under-screen Touch ID would potentially allow users to authenticate by holding a finger anywhere on the display.

Apple’s plans to release 5.4-inch, 6.1-inch, and 6.7-inch iPhones in 2020 are backed by analyst Ming-Chi Kuo and others.

Related Roundup: iPhone 12

This article, “Apple Expected to Release 5.4-Inch and 6.7-Inch iPhones With Thinner Displays in 2020” first appeared on MacRumors.com

Discuss this article in our forums

Apple plans to release 5.4-inch and 6.7-inch iPhones with thinner OLED displays in 2020, according to Korea's ETNews.

The report claims the so-called iPhone 12 Pro and iPhone 12 Pro Max models will adopt a Samsung technology called Y-OCTA that allows touchscreen circuitry to be directly patterned on the OLED panel without the need for a separate layer, resulting in a thinner display and lower production costs.


It's unclear if the thinner display technology would translate to overall thinner iPhones next year. Notably, the iPhone 11 Pro and iPhone 11 Pro Max are actually slightly thicker and heavier than the iPhone XS and iPhone XS Max, respectively, as Apple added larger batteries in this year's devices.

Samsung will supply Y-OCTA displays to Apple for both the 5.4-inch and 6.7-inch iPhones, while the lower-cost 6.1-inch model will stick with traditional film-based displays supplied by both Samsung and LG, the report adds. Chinese display maker BOE may be out of the running as a supplier for 2020 iPhones.

2020 is expected to be a big year for the iPhone, with rumors pointing to the two new display sizes mentioned above, a redesigned metal frame similar to the iPhone 4, rear-facing 3D sensing, 5G support, and up to 6GB of RAM.

Multiple reports have claimed that Apple eventually plans to release an iPhone with both Face ID and under-screen Touch ID, although it is unclear if the device will arrive in 2020 or 2021. The under-screen Touch ID would potentially allow users to authenticate by holding a finger anywhere on the display.

Apple's plans to release 5.4-inch, 6.1-inch, and 6.7-inch iPhones in 2020 are backed by analyst Ming-Chi Kuo and others.

Related Roundup: iPhone 12

This article, "Apple Expected to Release 5.4-Inch and 6.7-Inch iPhones With Thinner Displays in 2020" first appeared on MacRumors.com

Discuss this article in our forums