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

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


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

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

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

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

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

Related Roundups: MacBook Pro, iPad Pro

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


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

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

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

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

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

Related Roundups: MacBook Pro, iPad Pro

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Kuo: iPad Pro With Rear 3D Sensing and ‘iPhone SE 2’ on Track to Launch in First Half of 2020

Apple plans to release new iPad Pro models with rear 3D sensing in the first half of 2020, according to analyst Ming-Chi Kuo.


In a research note with TF International Securities, seen by MacRumors, Kuo said the iPad Pro models will gain 3D sensing through the rear-facing camera system. Apple is expected to use a time-of-flight system, which measures the time that it takes for light to bounce off of objects in a room to generate a 3D map.

The timeframe lines up with a recent report from Bloomberg‘s Mark Gurman, who also said Apple plans to release iPad Pro models with rear 3D sensing as early as the first half of 2020. Gurman expects the iPad Pro models to feature dual rear cameras, up from a single lens, along with a new augmented reality sensor.

Kuo also reiterated that Apple plans to release a so-called “iPhone SE 2” in the first half of 2020 too. He has previously said the device will be released by the end of the first quarter with similar features as the iPhone 8, including a 4.7-inch display and Touch ID, but with a faster A13 chip and 3GB of RAM.

The low-cost iPhone will likely start around $399 with 64GB of storage, and come in Space Gray, Silver, and Red, according to Kuo.

Kuo has made both the iPad Pro and low-cost iPhone predictions in the past, so this really only serves as an update that the plans are still on track for early next year. Apple often holds a media event in March, and it is certainly possible the new iPad Pro and low-cost iPhone could be announced then.

It is worth noting that Kuo is likely just referring to the device as the “iPhone SE 2” as an easy way to refer to Apple working on a new low-cost iPhone. With its rumored 4.7-inch display, the device would certainly not resemble the original iPhone SE in terms of size, so it could end up having a different name.

Related Roundups: iPad Pro, iPhone SE 2

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Apple plans to release new iPad Pro models with rear 3D sensing in the first half of 2020, according to analyst Ming-Chi Kuo.


In a research note with TF International Securities, seen by MacRumors, Kuo said the iPad Pro models will gain 3D sensing through the rear-facing camera system. Apple is expected to use a time-of-flight system, which measures the time that it takes for light to bounce off of objects in a room to generate a 3D map.

The timeframe lines up with a recent report from Bloomberg's Mark Gurman, who also said Apple plans to release iPad Pro models with rear 3D sensing as early as the first half of 2020. Gurman expects the iPad Pro models to feature dual rear cameras, up from a single lens, along with a new augmented reality sensor.

Kuo also reiterated that Apple plans to release a so-called "iPhone SE 2" in the first half of 2020 too. He has previously said the device will be released by the end of the first quarter with similar features as the iPhone 8, including a 4.7-inch display and Touch ID, but with a faster A13 chip and 3GB of RAM.

The low-cost iPhone will likely start around $399 with 64GB of storage, and come in Space Gray, Silver, and Red, according to Kuo.

Kuo has made both the iPad Pro and low-cost iPhone predictions in the past, so this really only serves as an update that the plans are still on track for early next year. Apple often holds a media event in March, and it is certainly possible the new iPad Pro and low-cost iPhone could be announced then.

It is worth noting that Kuo is likely just referring to the device as the "iPhone SE 2" as an easy way to refer to Apple working on a new low-cost iPhone. With its rumored 4.7-inch display, the device would certainly not resemble the original iPhone SE in terms of size, so it could end up having a different name.

Related Roundups: iPad Pro, iPhone SE 2

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

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


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

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

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

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

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

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

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

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


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

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

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

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

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

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

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

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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: 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: ‘Apple Tags’ to Feature Ultra-Wideband Technology, Likely Far More Precise Than Tile’s Trackers

Last week, MacRumors revealed new details about Apple’s upcoming Tile competitor, with internal iOS 13 code suggesting that Apple plans to release small, circular “tags” that can be attached to electronic devices, backpacks, keys, and other personal belongings to keep track of their locations.

Apple Tags concept by MacRumors

Now, noted Apple analyst Ming-Chi Kuo has thrown his weight behind this rumor. In a research note with TF International Securities today, obtained by MacRumors, Kuo said he expects Apple’s tags to feature ultra-wideband or “UWB” technology. As he has said previously, Kuo also expects all three 2019 iPhones to support UWB.

Ultra-wideband is a short-range, low-power radio technology that is able to provide more precise indoor positioning than Bluetooth LE and Wi-Fi, suggesting that Apple’s tags will be more accurate at pinpointing the location of lost items than Tile‘s current item trackers, which rely on Bluetooth LE.

The distance between two UWB devices — such as an upcoming iPhone and Apple Tag — can be measured precisely by calculating the time that it takes for a radio wave to pass between the two devices, according to Electronic Design, which notes that UWB is up to 100× more accurate than Bluetooth LE and Wi-Fi:

In practice, UWB signals are able to effectively measure distance between two devicesNo with 5- to 10-cm accuracy, compared to roughly 5-m accuracy for Wi-Fi and Bluetooth. When implemented in a system of fixed beacons tracking tag locations, the locations can be calculated to within 10-cm accuracy.

It is unclear if Apple’s tags will rely solely on UWB, which would seemingly limit their compatibility to 2019 and newer iPhones, or if they will also incorporate Bluetooth LE for use with older devices.

Last week, MacRumors revealed that Apple’s tags will be closely integrated with the new “Find My” app in iOS 13, which merged the Find My iPhone and Find My Friends apps into one package. Specifically, Apple has been working on an “Items” tab in the app for tracking the location of Apple-tagged items.


iPhone users will receive a notification when they are separated from a tagged item, according to an internal version of the “Find My” app obtained by MacRumors. If necessary, users can then tap a button in the app that will cause Apple’s tag to chime to help them locate the lost item.

“Safe Locations” can be set where the user will not be notified if this item is left in those locations, and users will also be able to share the location of items with friends and family members, based on internal iOS 13 code.

If users are unable to find an item, they can place the attached tag into a “Lost Mode.” Then, if another iPhone user comes across the lost item, the owner will be instantly notified. The stranger will also be presented with the owner’s contact information, possibly via push notification or in the Find My app.

Like the Pixie Tracker, the Find My app will likely incorporate functionality from Apple’s ARKit platform. An internal build of iOS 13 includes an asset for a 3D red balloon that could help a user pinpoint a lost item after scanning a room with their iPhone. There’s also an image of a 2D orange balloon.


“Walk around several feet and move your iPhone up and down until a balloon comes into view,” a string in the internal Find My app bundle reads.

Apple is hosting an event at Steve Jobs Theater next Tuesday, where it is widely expected to unveil new iPhone and Apple Watch models. It certainly seems like development of Apple’s tags has reached an advanced stage, but it is unclear if the product will be introduced at the keynote or later.

This article, “Kuo: ‘Apple Tags’ to Feature Ultra-Wideband Technology, Likely Far More Precise Than Tile’s Trackers” first appeared on MacRumors.com

Discuss this article in our forums

Last week, MacRumors revealed new details about Apple's upcoming Tile competitor, with internal iOS 13 code suggesting that Apple plans to release small, circular "tags" that can be attached to electronic devices, backpacks, keys, and other personal belongings to keep track of their locations.

Apple Tags concept by MacRumors

Now, noted Apple analyst Ming-Chi Kuo has thrown his weight behind this rumor. In a research note with TF International Securities today, obtained by MacRumors, Kuo said he expects Apple's tags to feature ultra-wideband or "UWB" technology. As he has said previously, Kuo also expects all three 2019 iPhones to support UWB.

Ultra-wideband is a short-range, low-power radio technology that is able to provide more precise indoor positioning than Bluetooth LE and Wi-Fi, suggesting that Apple's tags will be more accurate at pinpointing the location of lost items than Tile's current item trackers, which rely on Bluetooth LE.

The distance between two UWB devices — such as an upcoming iPhone and Apple Tag — can be measured precisely by calculating the time that it takes for a radio wave to pass between the two devices, according to Electronic Design, which notes that UWB is up to 100× more accurate than Bluetooth LE and Wi-Fi:
In practice, UWB signals are able to effectively measure distance between two devicesNo with 5- to 10-cm accuracy, compared to roughly 5-m accuracy for Wi-Fi and Bluetooth. When implemented in a system of fixed beacons tracking tag locations, the locations can be calculated to within 10-cm accuracy.
It is unclear if Apple's tags will rely solely on UWB, which would seemingly limit their compatibility to 2019 and newer iPhones, or if they will also incorporate Bluetooth LE for use with older devices.

Last week, MacRumors revealed that Apple's tags will be closely integrated with the new "Find My" app in iOS 13, which merged the Find My iPhone and Find My Friends apps into one package. Specifically, Apple has been working on an "Items" tab in the app for tracking the location of Apple-tagged items.


iPhone users will receive a notification when they are separated from a tagged item, according to an internal version of the "Find My" app obtained by MacRumors. If necessary, users can then tap a button in the app that will cause Apple's tag to chime to help them locate the lost item.

"Safe Locations" can be set where the user will not be notified if this item is left in those locations, and users will also be able to share the location of items with friends and family members, based on internal iOS 13 code.

If users are unable to find an item, they can place the attached tag into a "Lost Mode." Then, if another iPhone user comes across the lost item, the owner will be instantly notified. The stranger will also be presented with the owner's contact information, possibly via push notification or in the Find My app.

Like the Pixie Tracker, the Find My app will likely incorporate functionality from Apple's ARKit platform. An internal build of iOS 13 includes an asset for a 3D red balloon that could help a user pinpoint a lost item after scanning a room with their iPhone. There's also an image of a 2D orange balloon.


"Walk around several feet and move your iPhone up and down until a balloon comes into view," a string in the internal Find My app bundle reads.

Apple is hosting an event at Steve Jobs Theater next Tuesday, where it is widely expected to unveil new iPhone and Apple Watch models. It certainly seems like development of Apple's tags has reached an advanced stage, but it is unclear if the product will be introduced at the keynote or later.


This article, "Kuo: 'Apple Tags' to Feature Ultra-Wideband Technology, Likely Far More Precise Than Tile's Trackers" first appeared on MacRumors.com

Discuss this article in our forums