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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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: iPad Pro With Rear 3D ToF Camera and Scissor Mechanism MacBooks to Launch in First Half of 2020

Apple will launch a new iPad Pro with a rear-facing 3D Time of Flight camera in the first quarter of 2020, according to a new report out today from Apple analyst Ming-Chi Kuo and seen by MacRumors.


We’ve previously heard multiple rumors suggesting a time-of-flight camera system for Apple’s 2020 iPhones and iPad Pros, including info from Kuo himself, but this is the first time that he’s specified the 3D sensing camera system will be available in new iPad Pro models to be released early next year.

A time-of-flight camera system measures the time that it takes for a laser or LED to bounce off of objects in a room, providing an accurate 3D map of the surroundings. A rear time-of-flight camera would also bolster photo quality and offer new and improved AR applications.

Two of the iPhones set to be released in 2020 will also feature 3D sensing rear camera setups with time-of-flight (ToF) camera lenses, according to a previous note from Kuo in July.

The Apple analyst has also revealed his predicted schedule for Apple’s MacBook lineup refresh. We’ve already learned that Apple is planning to use a scissor mechanism rather than a butterfly mechanism for its upcoming 16-inch MacBook Pro, which is expected to be announced as soon as this month.

However, Kuo has said that after the 16-inch MacBook Pro launches, future Macs coming in 2020 will also swap over to a scissor mechanism rather than a butterfly mechanism, resulting in more durable keyboards that are not as prone to failure from heat, dust and other small particulates.


Kuo now predicts that Apple’s refreshed 13-inch and 15-inch MacBook models will arrive in the second quarter of 2020, suggesting they will feature the much-anticipated scissor mechanism keyboards that the company is adopting wholesale.

Kuo also underlined his belief that the first quarter of 2020 will see Apple launch its previously rumored “iPhone SE 2,” which was mentioned in a previous research note earlier in the week.

Today’s report from the respected Apple analyst also covered Apple’s AR headset launch plans, which we’ve covered in a separate article.

Related Roundups: iPad Pro, MacBook Pro

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Apple will launch a new iPad Pro with a rear-facing 3D Time of Flight camera in the first quarter of 2020, according to a new report out today from Apple analyst Ming-Chi Kuo and seen by MacRumors.


We've previously heard multiple rumors suggesting a time-of-flight camera system for Apple's 2020 iPhones and iPad Pros, including info from Kuo himself, but this is the first time that he's specified the 3D sensing camera system will be available in new iPad Pro models to be released early next year.

A time-of-flight camera system measures the time that it takes for a laser or LED to bounce off of objects in a room, providing an accurate 3D map of the surroundings. A rear time-of-flight camera would also bolster photo quality and offer new and improved AR applications.

Two of the iPhones set to be released in 2020 will also feature 3D sensing rear camera setups with time-of-flight (ToF) camera lenses, according to a previous note from Kuo in July.

The Apple analyst has also revealed his predicted schedule for Apple's MacBook lineup refresh. We've already learned that Apple is planning to use a scissor mechanism rather than a butterfly mechanism for its upcoming 16-inch MacBook Pro, which is expected to be announced as soon as this month.

However, Kuo has said that after the 16-inch MacBook Pro launches, future Macs coming in 2020 will also swap over to a scissor mechanism rather than a butterfly mechanism, resulting in more durable keyboards that are not as prone to failure from heat, dust and other small particulates.


Kuo now predicts that Apple's refreshed 13-inch and 15-inch MacBook models will arrive in the second quarter of 2020, suggesting they will feature the much-anticipated scissor mechanism keyboards that the company is adopting wholesale.

Kuo also underlined his belief that the first quarter of 2020 will see Apple launch its previously rumored "iPhone SE 2," which was mentioned in a previous research note earlier in the week.

Today's report from the respected Apple analyst also covered Apple's AR headset launch plans, which we've covered in a separate article.

Related Roundups: iPad Pro, MacBook Pro

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Kuo: Apple’s AR Headset to Launch in Second Quarter of 2020

Apple’s augmented reality headset will enter mass production as soon as the fourth quarter of this year in time for an early 2020 launch, according to a new report out today from Apple analyst Ming-Chi Kuo and seen by MacRumors.

An Apple Glasses mockup

In his latest research note with TF International Securities, the analyst says Apple will cooperate with third-party brands to launch its first head-mounted AR product in 2020, with Changying Precision tipped to be the main chassis supplier.

A Kuo report in March claimed Apple would launch an AR product in 2020 that could be ready by the middle of next year. However, Kuo has brought forward his predicted time of release and the analyst now believes the launch window for the product will fall in the second quarter of 2020.

Back in July, a DigiTimes report claimed Apple had suspended its AR headset project, but just last month, code found in Xcode 11 and iOS 13 confirmed that Apple is still working on an augmented reality headset of some kind.

Within the internal Find My app bundle that MacRumors exclusively shared, there is also an icon depicting what appears to be an AR or VR headset that looks similar to the Google Cardboard.


Kuo understands that Apple’s AR glasses will be marketed as an iPhone accessory and primarily take a display role while wirelessly offloading computing, networking, and positioning to the iPhone.

Designing the AR glasses to work as an iPhone accessory is also expected to allow Apple to keep the glasses slim and lightweight, rather than trying to pack in all the processing hardware into the one device.

As early as November 2017, Bloomberg reported that Apple was developing an AR headset. Apple originally aimed to have it ready by 2019, but the company was relaxed about not shipping a product until 2020. The report said the headset would run on a new custom operating system, based on iOS, and dubbed “rOS” for “reality operating system.”

In addition, today’s report underlines Kuo’s previous prediction that the most important change to the Apple chassis industry chain in 2020 will be the upgrade of the 5G iPhone‘s metal mid-frame/chassis.

For Apple’s 2020 iPhones, Kuo believes the company will adopt a new metal frame structure reminiscent of the iPhone 4, which will significantly increase the unit cost due to the increase in processing procedures and the integration of composite materials.

Related Roundup: Apple Glasses

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Apple's augmented reality headset will enter mass production as soon as the fourth quarter of this year in time for an early 2020 launch, according to a new report out today from Apple analyst Ming-Chi Kuo and seen by MacRumors.

An Apple Glasses mockup

In his latest research note with TF International Securities, the analyst says Apple will cooperate with third-party brands to launch its first head-mounted AR product in 2020, with Changying Precision tipped to be the main chassis supplier.

A Kuo report in March claimed Apple would launch an AR product in 2020 that could be ready by the middle of next year. However, Kuo has brought forward his predicted time of release and the analyst now believes the launch window for the product will fall in the second quarter of 2020.

Back in July, a DigiTimes report claimed Apple had suspended its AR headset project, but just last month, code found in Xcode 11 and iOS 13 confirmed that Apple is still working on an augmented reality headset of some kind.

Within the internal Find My app bundle that MacRumors exclusively shared, there is also an icon depicting what appears to be an AR or VR headset that looks similar to the Google Cardboard.


Kuo understands that Apple's AR glasses will be marketed as an iPhone accessory and primarily take a display role while wirelessly offloading computing, networking, and positioning to the iPhone.

Designing the AR glasses to work as an iPhone accessory is also expected to allow Apple to keep the glasses slim and lightweight, rather than trying to pack in all the processing hardware into the one device.

As early as November 2017, Bloomberg reported that Apple was developing an AR headset. Apple originally aimed to have it ready by 2019, but the company was relaxed about not shipping a product until 2020. The report said the headset would run on a new custom operating system, based on iOS, and dubbed "rOS" for "reality operating system."

In addition, today's report underlines Kuo's previous prediction that the most important change to the Apple chassis industry chain in 2020 will be the upgrade of the 5G iPhone's metal mid-frame/chassis.

For Apple's 2020 iPhones, Kuo believes the company will adopt a new metal frame structure reminiscent of the iPhone 4, which will significantly increase the unit cost due to the increase in processing procedures and the integration of composite materials.

Related Roundup: Apple Glasses

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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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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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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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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

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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

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Kuo: 2020 iPhones to Boast Redesigned Metal Frame Similar to iPhone 4

Apple will unveil redesigned iPhones next year that boast a new metal frame structure reminiscent of the iPhone 4, according to a research note by Apple analyst Ming-Chi Kuo and seen by MacRumors.


In his research note with TF International Securities, Kuo says Apple will change its flagship iPhone design “significantly” next year. Specifically, the new devices will feature a new metal frame with “a more complex segmentation design, new trenching and injection molding procedures, and sapphire or glass cover assembly to protect the trench injection molding structure.”

We predict that the new 2H20 iPhone design will change significantly […] The metal frame and the front and rear 2/2.5D glass are still used, but the metal frame surface will be changed to a similar design to the iPhone 4, replacing the current surface design.

Jony Ive’s design for the iPhone 4 was the first smartphone to introduce the concept of an exposed squared-edged aluminum frame sandwiched between two panes of strengthened glass – a design that has been variously copied in the smartphone industry.

Apple’s iPhone has undergone several changes since, with the latest iPhone 11 using an aluminum frame that wraps around the rounded corners of a display housed in an all-glass enclosure, and the iPhone 11 Pro devices sharing a matte glass material encased in a durable stainless steel frame. Notably, Apple has adopted a different design for the iPad Pro, which features a more industrial band around the sides that’s also reminiscent of the iPhone 4.

Kuo believes the grooving and injecting of the metal in next year’s iPhone frame will reduce the negative impact of metal shielding on the high-frequency transmission efficiency of the internal antenna, while the use of sapphire or tempered glass on the groove will serve to protect the injection molded structure.

The iPhone 4, released in 2010

As a result of the design change coming in next year’s iPhones, Kuo believes the cost of the metal frame and glass case will rise significantly, with a maximum increase of 50-60 percent and 40 to 50 percent, respectively. If the grooved cover is made of tempered glass, Kuo sees the cost of the metal middle frame and chassis increasing by about 25–35 percent and 20–30 percent, respectively.

The report predicts that the new design will be a major selling point that will contribute to supplier revenue and profitability, and combined with 5G support, will increase Apple’s smartphone shipments to 85 million units in 2020, compared to 75 million new iPhone shipments in 2019.

In a previous note, Kuo said the 2020 iPhones will be available in new sizes. He believes Apple is going to release 5.4 and 6.7-inch high-end iPhones with OLED displays, along with a 6.1-inch model with an OLED display. Two of the phones will also feature a rear-facing time-of-flight 3D camera that will support augmented reality and improve the camera experience.

Kuo also said all three of next year’s iPhones will support 5G networks, for which Apple will use Qualcomm’s 5G modem. Despite its acquisition of Intel’s smartphone modem chip business, Apple will not use its own baseband until the launch of 2022 iPhone. Instead, Kuo believes Apple will first test its own baseband products in a new Apple Watch and other future devices.

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Apple will unveil redesigned iPhones next year that boast a new metal frame structure reminiscent of the iPhone 4, according to a research note by Apple analyst Ming-Chi Kuo and seen by MacRumors.


In his research note with TF International Securities, Kuo says Apple will change its flagship iPhone design "significantly" next year. Specifically, the new devices will feature a new metal frame with "a more complex segmentation design, new trenching and injection molding procedures, and sapphire or glass cover assembly to protect the trench injection molding structure."
We predict that the new 2H20 iPhone design will change significantly [...] The metal frame and the front and rear 2/2.5D glass are still used, but the metal frame surface will be changed to a similar design to the iPhone 4, replacing the current surface design.
Jony Ive's design for the iPhone 4 was the first smartphone to introduce the concept of an exposed squared-edged aluminum frame sandwiched between two panes of strengthened glass – a design that has been variously copied in the smartphone industry.

Apple's iPhone has undergone several changes since, with the latest iPhone 11 using an aluminum frame that wraps around the rounded corners of a display housed in an all-glass enclosure, and the iPhone 11 Pro devices sharing a matte glass material encased in a durable stainless steel frame. Notably, Apple has adopted a different design for the iPad Pro, which features a more industrial band around the sides that's also reminiscent of the iPhone 4.

Kuo believes the grooving and injecting of the metal in next year's iPhone frame will reduce the negative impact of metal shielding on the high-frequency transmission efficiency of the internal antenna, while the use of sapphire or tempered glass on the groove will serve to protect the injection molded structure.

The iPhone 4, released in 2010

As a result of the design change coming in next year's iPhones, Kuo believes the cost of the metal frame and glass case will rise significantly, with a maximum increase of 50-60 percent and 40 to 50 percent, respectively. If the grooved cover is made of tempered glass, Kuo sees the cost of the metal middle frame and chassis increasing by about 25–35 percent and 20–30 percent, respectively.

The report predicts that the new design will be a major selling point that will contribute to supplier revenue and profitability, and combined with 5G support, will increase Apple's smartphone shipments to 85 million units in 2020, compared to 75 million new iPhone shipments in 2019.

In a previous note, Kuo said the 2020 iPhones will be available in new sizes. He believes Apple is going to release 5.4 and 6.7-inch high-end iPhones with OLED displays, along with a 6.1-inch model with an OLED display. Two of the phones will also feature a rear-facing time-of-flight 3D camera that will support augmented reality and improve the camera experience.

Kuo also said all three of next year's iPhones will support 5G networks, for which Apple will use Qualcomm's 5G modem. Despite its acquisition of Intel's smartphone modem chip business, Apple will not use its own baseband until the launch of 2022 iPhone. Instead, Kuo believes Apple will first test its own baseband products in a new Apple Watch and other future devices.


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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

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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

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Kuo: iPhone 11 Order Demand Better Than Expected, New Colors Particularly Popular

iPhone 11 and iPhone 11 Pro order demand is ahead of expectations since the start of pre-orders on Friday, according to a research note by Apple analyst Ming-Chi Kuo and obtained by MacRumors.


Basing his analysis in part on Apple’s online shipping estimates, Kuo believes demand is “significantly stronger” for the iPhone 11 in the new green and purple colors and the iPhone 11 Pro in midnight green, but he notes that the latter model is facing production issues and is currently constrained.

The shipping times of midnight green iPhone 11 Pro, green iPhone 11, and purple iPhone 11 are all two–three weeks or longer. The shipping times of other colors are roughly shorter than ten days. It should be noted that the glass casings of midnight green models are currently facing production issues; therefore, it makes the shipping time longer.

Kuo sees demand for the more expensive iPhone 11 Pro being higher in the U.S., while the cheaper iPhone 11 series is doing particularly well in the Chinese market. As a result, TF Securities has increased its forecast of iPhone 11 shipments in 2019 to 70–75 million units (versus the previous 65–70 million units), and predicts the iPhone supply chain will grow steadily in the fourth quarter.

Kuo believes the iPhone 11 is an excellent upgrade choice for iPhone 6/6s/7 users, especially because of its lower price, which is roughly equivalent to 1–1.3 times the average monthly salary in China. Kuo says this is “close to the price sweet spot,” given that the iPhone XR‘s price equivalence was 1.5–1.7 times the average monthly salary in China. In addition to Apple’s aggressive pricing strategy, Kuo notes that the zero-interest installment plans for 24 months are also lowering the purchase barriers.

The successors to the iPhone XS and XS Max, the iPhone 11 Pro and 11 Pro Max unveiled last week feature triple-lens rear cameras for improved photo and video capabilities. The lower-cost iPhone 11 series, which succeeds the iPhone XR, includes a number of upgrades such as a dual-lens rear camera, six new colors, an A13 Bionic chip, and Dolby Atmos sound.

The iPhone 11 starts at $699, which is $50 less than the iPhone XR, while the iPhone 11 Pro starts at $999 and the Pro Max starts at $1,099. Apple’s new devices officially start shipping this Friday, September 20.

Related Roundups: iPhone 11, iPhone 11 Pro

This article, “Kuo: iPhone 11 Order Demand Better Than Expected, New Colors Particularly Popular” first appeared on MacRumors.com

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iPhone 11 and iPhone 11 Pro order demand is ahead of expectations since the start of pre-orders on Friday, according to a research note by Apple analyst Ming-Chi Kuo and obtained by MacRumors.


Basing his analysis in part on Apple's online shipping estimates, Kuo believes demand is "significantly stronger" for the iPhone 11 in the new green and purple colors and the iPhone 11 Pro in midnight green, but he notes that the latter model is facing production issues and is currently constrained.
The shipping times of midnight green iPhone 11 Pro, green iPhone 11, and purple iPhone 11 are all two–three weeks or longer. The shipping times of other colors are roughly shorter than ten days. It should be noted that the glass casings of midnight green models are currently facing production issues; therefore, it makes the shipping time longer.
Kuo sees demand for the more expensive iPhone 11 Pro being higher in the U.S., while the cheaper iPhone 11 series is doing particularly well in the Chinese market. As a result, TF Securities has increased its forecast of iPhone 11 shipments in 2019 to 70–75 million units (versus the previous 65–70 million units), and predicts the iPhone supply chain will grow steadily in the fourth quarter.

Kuo believes the iPhone 11 is an excellent upgrade choice for iPhone 6/6s/7 users, especially because of its lower price, which is roughly equivalent to 1–1.3 times the average monthly salary in China. Kuo says this is "close to the price sweet spot," given that the iPhone XR's price equivalence was 1.5–1.7 times the average monthly salary in China. In addition to Apple's aggressive pricing strategy, Kuo notes that the zero-interest installment plans for 24 months are also lowering the purchase barriers.

The successors to the iPhone XS and XS Max, the iPhone 11 Pro and 11 Pro Max unveiled last week feature triple-lens rear cameras for improved photo and video capabilities. The lower-cost iPhone 11 series, which succeeds the iPhone XR, includes a number of upgrades such as a dual-lens rear camera, six new colors, an A13 Bionic chip, and Dolby Atmos sound.

The iPhone 11 starts at $699, which is $50 less than the iPhone XR, while the iPhone 11 Pro starts at $999 and the Pro Max starts at $1,099. Apple's new devices officially start shipping this Friday, September 20.

Related Roundups: iPhone 11, iPhone 11 Pro

This article, "Kuo: iPhone 11 Order Demand Better Than Expected, New Colors Particularly Popular" first appeared on MacRumors.com

Discuss this article in our forums

Kuo Shares 2019 iPhone Expectations: 18W USB-C Charger for Higher-End Models, Bilateral Wireless Charging Might Not Happen

Apple analyst Ming-Chi Kuo this afternoon sent out a note to investors recapping his expectations for Apple’s 2019 iPhone lineup, which is set to be unveiled during tomorrow’s September 10 event.

Much of what’s included in the note, which was seen by MacRumors, covers predictions that we’ve previously heard many times, though Kuo offers up details on some rumors that were previously not confirmed, along with some new information on the potential bilateral wireless charging feature and the USB-C chargers we’ve heard about.


Here’s a roundup of the information shared in the report:

  • New iPhones won’t support Apple Pencil.
  • New iPhones will feature a Lightning connector, not a USB-C port.
  • 5.8 and 6.5-inch OLED models will ship with an 18W adapter with a USB-C connector.
  • The 6.1-inch LCD iPhone will continue to ship with a 5W power adapter with a USB-A connector.
  • The new iPhones may not support two-way wireless charging after all “because the charging efficiency may not meet Apple’s requirements.”
  • Design and notch of new iPhones to be unchanged. New colors expected (likely referring to the new colors for the XR).
  • Triple-lens cameras for the 5.8 and 6.5-inch iPhones.
  • All three iPhones will offer ultra-wideband support for improved indoor navigation and object tracking purposes.

Ultra-wideband support is perhaps one of the most interesting changes that’s gotten limited coverage. It’s a short-range, low-power radio technology that offers more precise indoor positioning than Bluetooth LE and WiFi, which suggests that Apple’s rumored Tile-like Apple Tags for keeping track of lost objects will be more accurate than products from competitors.

On the other details included in the note, we’ve heard reports of Apple’s plans to introduce 18W chargers for fast charging out of the box, but previous rumors didn’t indicate that the chargers would be limited to the iPhone XS and XS Max successors.

Bilateral wireless charging, which would allow the iPhone to charge devices like the AirPods and the Apple Watch, has long been rumored. In fact, a recent report from Bloomberg suggested Apple is moving the Apple logo on the new iPhones from the top to the middle of the devices specifically for this feature, so two-way wireless charging may still be in the works.

Kuo says that he expects shipments of the new iPhone models will decline by 5 to 10 percent year over year to 65 to 70 million units because of a “lack of innovative selling points.” iPhone shipments in 2019 still might reach 180 million units, though, thanks to “demand boosted by price-cut legacy iPhone models.”

We don’t have long to wait to see what’s in store for the 2019 iPhone lineup. Apple’s iPhone event will kick off at 10:00 a.m Pacific Time. MacRumors will be providing live coverage of the event both here on MacRumors.com and on the MacRumorsLive Twitter account.

Related Roundups: 2019 iPhones, iPhone 11

This article, “Kuo Shares 2019 iPhone Expectations: 18W USB-C Charger for Higher-End Models, Bilateral Wireless Charging Might Not Happen” first appeared on MacRumors.com

Discuss this article in our forums

Apple analyst Ming-Chi Kuo this afternoon sent out a note to investors recapping his expectations for Apple's 2019 iPhone lineup, which is set to be unveiled during tomorrow's September 10 event.

Much of what's included in the note, which was seen by MacRumors, covers predictions that we've previously heard many times, though Kuo offers up details on some rumors that were previously not confirmed, along with some new information on the potential bilateral wireless charging feature and the USB-C chargers we've heard about.


Here's a roundup of the information shared in the report:

  • New iPhones won't support Apple Pencil.

  • New iPhones will feature a Lightning connector, not a USB-C port.

  • 5.8 and 6.5-inch OLED models will ship with an 18W adapter with a USB-C connector.

  • The 6.1-inch LCD iPhone will continue to ship with a 5W power adapter with a USB-A connector.

  • The new iPhones may not support two-way wireless charging after all "because the charging efficiency may not meet Apple’s requirements."

  • Design and notch of new iPhones to be unchanged. New colors expected (likely referring to the new colors for the XR).

  • Triple-lens cameras for the 5.8 and 6.5-inch iPhones.

  • All three iPhones will offer ultra-wideband support for improved indoor navigation and object tracking purposes.

Ultra-wideband support is perhaps one of the most interesting changes that's gotten limited coverage. It's a short-range, low-power radio technology that offers more precise indoor positioning than Bluetooth LE and WiFi, which suggests that Apple's rumored Tile-like Apple Tags for keeping track of lost objects will be more accurate than products from competitors.

On the other details included in the note, we've heard reports of Apple's plans to introduce 18W chargers for fast charging out of the box, but previous rumors didn't indicate that the chargers would be limited to the iPhone XS and XS Max successors.

Bilateral wireless charging, which would allow the iPhone to charge devices like the AirPods and the Apple Watch, has long been rumored. In fact, a recent report from Bloomberg suggested Apple is moving the Apple logo on the new iPhones from the top to the middle of the devices specifically for this feature, so two-way wireless charging may still be in the works.

Kuo says that he expects shipments of the new iPhone models will decline by 5 to 10 percent year over year to 65 to 70 million units because of a "lack of innovative selling points." iPhone shipments in 2019 still might reach 180 million units, though, thanks to "demand boosted by price-cut legacy iPhone models."

We don't have long to wait to see what's in store for the 2019 iPhone lineup. Apple's iPhone event will kick off at 10:00 a.m Pacific Time. MacRumors will be providing live coverage of the event both here on MacRumors.com and on the MacRumorsLive Twitter account.

Related Roundups: 2019 iPhones, iPhone 11

This article, "Kuo Shares 2019 iPhone Expectations: 18W USB-C Charger for Higher-End Models, Bilateral Wireless Charging Might Not Happen" first appeared on MacRumors.com

Discuss this article in our forums