Kuo: ‘AirPods 3’ Expected to Use Similar System-in-Package Technology as AirPods Pro

Apple’s third-generation AirPods will adopt a compact system-in-package (SiP) solution similar to AirPods Pro, according to the latest research note from TF International Securities analyst Ming-Chi Kuo, obtained by MacRumors.


Apple is expected to launch new entry-level ‌AirPods‌ with a form factor design similar to ‌AirPods Pro‌ in the first half of 2021, and Kuo’s latest note advances his earlier prediction by underlining the need for SiP technology to integrate the earbuds’ audio features into the smaller casing. Introduced in 2019, ‌AirPods Pro‌ feature a different in-ear design to ‌AirPods‌, with shorter stems below the ear.

Based on the so-called “‌AirPods‌ 3” arriving in the first half of next year, Kuo believes current-generation ‌AirPods Pro‌ part suppliers should see component shipments grow an estimated 50 percent to 100 percent year over year. The existing second-generation ‌AirPods‌ are expected to be discontinued when the new models are launched.

Amkor, JCET and Huanxu Electronics are in line to supply the SiP components, while Shin Zu Shing is expected to supply the ‌AirPods‌ case hinge, said Kuo.

Overall ‌AirPods‌ shipments are projected to slow in 2021, with growth expected at 28 percent year on year, compared to an expected 65.1 percent growth year on year in 2020, which Kuo believes will be stimulated by Apple’s decision to sell the “iPhone 12without wired EarPods included in the box.

Related Roundups: AirPods 2, AirPods Pro

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Apple's third-generation AirPods will adopt a compact system-in-package (SiP) solution similar to AirPods Pro, according to the latest research note from TF International Securities analyst Ming-Chi Kuo, obtained by MacRumors.


Apple is expected to launch new entry-level ‌AirPods‌ with a form factor design similar to ‌AirPods Pro‌ in the first half of 2021, and Kuo's latest note advances his earlier prediction by underlining the need for SiP technology to integrate the earbuds' audio features into the smaller casing. Introduced in 2019, ‌AirPods Pro‌ feature a different in-ear design to ‌AirPods‌, with shorter stems below the ear.

Based on the so-called "‌AirPods‌ 3" arriving in the first half of next year, Kuo believes current-generation ‌AirPods Pro‌ part suppliers should see component shipments grow an estimated 50 percent to 100 percent year over year. The existing second-generation ‌AirPods‌ are expected to be discontinued when the new models are launched.

Amkor, JCET and Huanxu Electronics are in line to supply the SiP components, while Shin Zu Shing is expected to supply the ‌AirPods‌ case hinge, said Kuo.

Overall ‌AirPods‌ shipments are projected to slow in 2021, with growth expected at 28 percent year on year, compared to an expected 65.1 percent growth year on year in 2020, which Kuo believes will be stimulated by Apple's decision to sell the "iPhone 12" without wired EarPods included in the box.
Related Roundups: AirPods 2, AirPods Pro

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Kuo: Apple to Launch 10.8-Inch iPad Later This Year, 8.5-Inch iPad Mini in 2021

Apple plans to launch a new 10.8-inch iPad in the second half of 2020, followed by a new 8.5-inch iPad in the first half of 2021, oft-reliable analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.


Kuo did not specify if the 10.8-inch iPad model will be a new version of the existing 10.2-inch iPad or the 10.5-inch iPad Air, but he has previously said that the 8.5-inch model will be a new iPad mini. Apple last refreshed the iPad mini in March 2019 with an A12 Bionic chip, an upgraded front camera, and support for the original Apple Pencil.

Kuo expects Apple to include a new 20W power adapter in the box with both iPad models, as seen in leaked photos earlier this week.

As for iPhones, Kuo expects the 20W power adapter to be made available as an optional accessory, meaning that iPhone 12 models would not include a charger in the box. EarPods aren’t expected in the box either.

Related Roundups: iPad mini 5, iPad Air

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Apple plans to launch a new 10.8-inch iPad in the second half of 2020, followed by a new 8.5-inch iPad in the first half of 2021, oft-reliable analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.


Kuo did not specify if the 10.8-inch iPad model will be a new version of the existing 10.2-inch iPad or the 10.5-inch iPad Air, but he has previously said that the 8.5-inch model will be a new iPad mini. Apple last refreshed the iPad mini in March 2019 with an A12 Bionic chip, an upgraded front camera, and support for the original Apple Pencil.

Kuo expects Apple to include a new 20W power adapter in the box with both iPad models, as seen in leaked photos earlier this week.

As for iPhones, Kuo expects the 20W power adapter to be made available as an optional accessory, meaning that iPhone 12 models would not include a charger in the box. EarPods aren't expected in the box either.
Related Roundups: iPad mini 5, iPad Air

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Kuo: 24-Inch iMac With New Design to Launch in Fourth Quarter of 2020

Apple plans to launch a 24-inch iMac with a new design in the fourth quarter of 2020, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.


Earlier this week, Kuo claimed that this redesigned iMac will be one of Apple’s first two Mac models with a custom Arm-based processor, with the other being a future 13-inch MacBook Pro.

Following years of rumors, Apple today confirmed its plans to switch to its own processors for its Macs, promising “incredible” performance and features. Apple said that it plans to release its first Mac with custom silicon by the end of 2020, and it expects to transition its entire Mac lineup away from Intel processors within around two years.

In the meantime, Kuo expects Apple to refresh its existing Intel-based iMac in the third quarter of 2020, which encompasses July through September. It is unclear if this model will feature a new design. Apple last redesigned the iMac in 2012.

A last-minute rumor suggested that Apple was going to unveil its redesigned iMac at WWDC, but the keynote did not include any hardware announcements.

Related Roundup: iMac
Buyer’s Guide: iMac (Don’t Buy)

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Apple plans to launch a 24-inch iMac with a new design in the fourth quarter of 2020, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.


Earlier this week, Kuo claimed that this redesigned iMac will be one of Apple's first two Mac models with a custom Arm-based processor, with the other being a future 13-inch MacBook Pro.

Following years of rumors, Apple today confirmed its plans to switch to its own processors for its Macs, promising "incredible" performance and features. Apple said that it plans to release its first Mac with custom silicon by the end of 2020, and it expects to transition its entire Mac lineup away from Intel processors within around two years.

In the meantime, Kuo expects Apple to refresh its existing Intel-based iMac in the third quarter of 2020, which encompasses July through September. It is unclear if this model will feature a new design. Apple last redesigned the iMac in 2012.

A last-minute rumor suggested that Apple was going to unveil its redesigned iMac at WWDC, but the keynote did not include any hardware announcements.
Related Roundup: iMac
Buyer's Guide: iMac (Don't Buy)

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Kuo: AirPods 3 to Launch in First Half of 2021 With Similar Design as AirPods Pro

Apple plans to launch third-generation AirPods with a form factor design “similar to AirPods Pro” in the first half of 2021, according to the latest research note from TF International Securities analyst Ming-Chi Kuo, obtained by MacRumors.


Introduced in November 2019, the AirPods Pro feature an in-ear design with three sizes of soft, flexible silicone tips included in the box, along with shorter stems below the ear. AirPods Pro also have several upgraded features over regular AirPods, including active noise cancellation, improved sound quality, and water and sweat resistance.

The current AirPods lineup includes second-generation AirPods with a wired charging case for $159, second-generation AirPods with a wireless charging case for $199, and AirPods Pro with a wireless charging case for $249.

Kuo also reiterated that iPhone 12 models will not include EarPods in the box, which he believes will help boost AirPods shipments into 2021. He also expects AirPods shipments to benefit from some kind of promotion program launching in the second half of 2020 — perhaps allowing customers to purchase AirPods at a discount alongside the iPhone 12?

Related Roundups: AirPods 2, AirPods Pro

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Apple plans to launch third-generation AirPods with a form factor design "similar to AirPods Pro" in the first half of 2021, according to the latest research note from TF International Securities analyst Ming-Chi Kuo, obtained by MacRumors.


Introduced in November 2019, the AirPods Pro feature an in-ear design with three sizes of soft, flexible silicone tips included in the box, along with shorter stems below the ear. AirPods Pro also have several upgraded features over regular AirPods, including active noise cancellation, improved sound quality, and water and sweat resistance.

The current AirPods lineup includes second-generation AirPods with a wired charging case for $159, second-generation AirPods with a wireless charging case for $199, and AirPods Pro with a wireless charging case for $249.

Kuo also reiterated that iPhone 12 models will not include EarPods in the box, which he believes will help boost AirPods shipments into 2021. He also expects AirPods shipments to benefit from some kind of promotion program launching in the second half of 2020 — perhaps allowing customers to purchase AirPods at a discount alongside the iPhone 12?
Related Roundups: AirPods 2, AirPods Pro

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Kuo: Apple to Launch Several Macs With Arm-Based Processors in 2021, USB4 Support Coming to Macs in 2022

Apple plans to launch several Mac notebooks and desktop computers with its own custom designed Arm-based processors in 2021, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.

Kuo believes that Arm-based processors will significantly enhance the competitive advantage of the Mac lineup, allow Apple to refresh its Mac models without relying on Intel’s processor roadmap, reduce processor costs by 40 to 60 percent, and provide Macs with more hardware differentiation from Windows PCs.


Earlier this month, Kuo said Apple’s first Mac notebooks with Arm-based processors will launch in the fourth quarter of 2020 or the first quarter of 2021.

Kuo expects ASMedia Technology to become the exclusive supplier of USB controllers for Arm-based Macs, adding that the Taiwanese integrated circuit designer will benefit from Macs gaining support for USB4 in 2022.

USB4 converges the Thunderbolt and USB protocols as part of Intel’s goal to make Thunderbolt available on a royalty-free basis, which should result in wider and cheaper availability of Thunderbolt accessories like docks and eGPUs.

As USB4 is based on Thunderbolt 3, it offers data transfer speeds up to 40 Gbps, which is twice as fast as the bandwidth of the latest USB 3.2 Gen 2×2 specification. USB4’s underlying Thunderbolt 3 protocol also means the specification supports up to two 4K displays or one 5K display over a single cable.

The simplest way to view USB4 is as Thunderbolt 3, but royalty free for manufacturers. Intel will continue to offer Thunderbolt 3 on a standalone basis with a few advantages over USB4, including more support with reference designs and technical issues for manufacturers.

The new USB4 specification was published in September 2019, giving Apple plenty of time to implement it in time for 2022 Macs.

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Apple plans to launch several Mac notebooks and desktop computers with its own custom designed Arm-based processors in 2021, analyst Ming-Chi Kuo said today in a research note obtained by MacRumors.

Kuo believes that Arm-based processors will significantly enhance the competitive advantage of the Mac lineup, allow Apple to refresh its Mac models without relying on Intel's processor roadmap, reduce processor costs by 40 to 60 percent, and provide Macs with more hardware differentiation from Windows PCs.


Earlier this month, Kuo said Apple's first Mac notebooks with Arm-based processors will launch in the fourth quarter of 2020 or the first quarter of 2021.

Kuo expects ASMedia Technology to become the exclusive supplier of USB controllers for Arm-based Macs, adding that the Taiwanese integrated circuit designer will benefit from Macs gaining support for USB4 in 2022.

USB4 converges the Thunderbolt and USB protocols as part of Intel's goal to make Thunderbolt available on a royalty-free basis, which should result in wider and cheaper availability of Thunderbolt accessories like docks and eGPUs.

As USB4 is based on Thunderbolt 3, it offers data transfer speeds up to 40 Gbps, which is twice as fast as the bandwidth of the latest USB 3.2 Gen 2x2 specification. USB4's underlying Thunderbolt 3 protocol also means the specification supports up to two 4K displays or one 5K display over a single cable.

The simplest way to view USB4 is as Thunderbolt 3, but royalty free for manufacturers. Intel will continue to offer Thunderbolt 3 on a standalone basis with a few advantages over USB4, including more support with reference designs and technical issues for manufacturers.

The new USB4 specification was published in September 2019, giving Apple plenty of time to implement it in time for 2022 Macs.
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Kuo: Sensor-Shift Image Stabilization Coming to 6.7-Inch iPhone in 2020, Periscope Lens to Follow in 2022

Apple is rumored to be planning a high-end 6.7-inch iPhone model for release in 2020, and multiple reports have indicated that the device will feature multiple rear camera improvements, including larger sensors that capture more light for better image quality.

The latest word comes from noted analyst Ming-Chi Kuo, who today said that the 6.7-inch iPhone will also feature sensor-shift image stabilization. In a research note with TF International Securities, obtained by MacRumors, Kuo predicted that the technology will expand to two to three new iPhone models in 2021.


While details are slim, sensor-shift technology could bring image stabilization to the Ultra Wide lens on future iPhones, starting with the 6.7-inch model. iPhone 11 Pro models feature optical image stabilization for both photo and video, but only when using the Wide or Telephoto lenses. Sensor-shift technology would provide a solution for this, as the stabilization would apply to the camera sensor itself and not be dependant on any specific lens.

Sensor-shifting image stabilization could also result in better shots with attachable lens accessories like the OlloClip.

Taiwanese industry publication DigiTimes also claimed that sensor-shift image stabilization technology is coming to the 6.7-inch iPhone this year, so there are now multiple sources backing this rumor. The report claimed the technology would also be available on a higher-end model of two 6.1-inch iPhones that are rumored for 2020, but as mentioned above, Kuo expects the feature to be limited to the 6.7-inch iPhone until next year.

The rumored 6.7-inch iPhone would have the largest display of any iPhone ever. The device is rumored to be slightly taller than the iPhone 11 Pro Max.

Kuo today also predicted that at least one 2022 iPhone model will feature a periscope lens, which could allow for 5x optical zoom like Huawei’s P30 Pro or even 10x optical zoom as is rumored for the device’s P40 Pro successor. iPhones currently max out at 2x optical zoom and 10x digital zoom. Optical zoom preserves the quality of a shot when zooming in, while digital zoom results in some blurriness.

Kuo claims the periscope lens will be designed by Apple in partnership with Taiwanese supplier Genius Electronic Optical.

Related Roundup: iPhone 12

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Apple is rumored to be planning a high-end 6.7-inch iPhone model for release in 2020, and multiple reports have indicated that the device will feature multiple rear camera improvements, including larger sensors that capture more light for better image quality.

The latest word comes from noted analyst Ming-Chi Kuo, who today said that the 6.7-inch iPhone will also feature sensor-shift image stabilization. In a research note with TF International Securities, obtained by MacRumors, Kuo predicted that the technology will expand to two to three new iPhone models in 2021.


While details are slim, sensor-shift technology could bring image stabilization to the Ultra Wide lens on future iPhones, starting with the 6.7-inch model. iPhone 11 Pro models feature optical image stabilization for both photo and video, but only when using the Wide or Telephoto lenses. Sensor-shift technology would provide a solution for this, as the stabilization would apply to the camera sensor itself and not be dependant on any specific lens.

Sensor-shifting image stabilization could also result in better shots with attachable lens accessories like the OlloClip.

Taiwanese industry publication DigiTimes also claimed that sensor-shift image stabilization technology is coming to the 6.7-inch iPhone this year, so there are now multiple sources backing this rumor. The report claimed the technology would also be available on a higher-end model of two 6.1-inch iPhones that are rumored for 2020, but as mentioned above, Kuo expects the feature to be limited to the 6.7-inch iPhone until next year.

The rumored 6.7-inch iPhone would have the largest display of any iPhone ever. The device is rumored to be slightly taller than the iPhone 11 Pro Max.

Kuo today also predicted that at least one 2022 iPhone model will feature a periscope lens, which could allow for 5x optical zoom like Huawei's P30 Pro or even 10x optical zoom as is rumored for the device's P40 Pro successor. iPhones currently max out at 2x optical zoom and 10x digital zoom. Optical zoom preserves the quality of a shot when zooming in, while digital zoom results in some blurriness.


Kuo claims the periscope lens will be designed by Apple in partnership with Taiwanese supplier Genius Electronic Optical.
Related Roundup: iPhone 12

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Kuo: MacBooks With Apple-Designed Processors Coming Late 2020 or Early 2021, All-New Design to Follow in Mid 2021

In addition to forecasting the launch of new MacBook Pro and MacBook Air models with scissor keyboards in the second quarter of 2020, analyst Ming-Chi Kuo believes that Apple has bigger ambitions for its notebook lineup.

In a research note today, obtained by MacRumors, Kuo said Apple plans to launch MacBook models with its own custom processors in the fourth quarter of 2020 or the first quarter of 2021. Kuo did not indicate whether these will be MacBook Pro or MacBook Air models, or both, nor did he share any further details.


Rumors have suggested that Apple is working on custom Arm-based processors that would allow it to transition away from its current MacBook processor supplier Intel, which has occasionally experienced delays with its chips.

Kuo also believes that Apple will introduce MacBook models with an all-new design in the second or third quarter of 2021, but again, he did not indicate whether these will be Pro or Air models. The last significant redesign of the MacBook Pro occurred in October 2016, while the MacBook Air received a major redesign in October 2018.

Related Roundups: MacBook Air, MacBook Pro

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In addition to forecasting the launch of new MacBook Pro and MacBook Air models with scissor keyboards in the second quarter of 2020, analyst Ming-Chi Kuo believes that Apple has bigger ambitions for its notebook lineup.

In a research note today, obtained by MacRumors, Kuo said Apple plans to launch MacBook models with its own custom processors in the fourth quarter of 2020 or the first quarter of 2021. Kuo did not indicate whether these will be MacBook Pro or MacBook Air models, or both, nor did he share any further details.


Rumors have suggested that Apple is working on custom Arm-based processors that would allow it to transition away from its current MacBook processor supplier Intel, which has occasionally experienced delays with its chips.

Kuo also believes that Apple will introduce MacBook models with an all-new design in the second or third quarter of 2021, but again, he did not indicate whether these will be Pro or Air models. The last significant redesign of the MacBook Pro occurred in October 2016, while the MacBook Air received a major redesign in October 2018.
Related Roundups: MacBook Air, MacBook Pro

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Kuo: New MacBook Pro and MacBook Air Models With Scissor Keyboards to Launch in Second Quarter

Apple plans to release new MacBook Pro and MacBook Air models with scissor keyboards in the second quarter of 2020, according to a new research note today from analyst Ming-Chi Kuo, obtained by MacRumors.

Kuo did not comment on the size of the new MacBook Pro, but he is presumably referring to the 14-inch model that he has previously mentioned given that the 16-inch MacBook Pro was only released four months ago. The new 14-inch model would likely replace the 13-inch MacBook Pro, which would be discontinued.


Kuo expects the new MacBook Pro and MacBook Air models to have various cost optimizations, but he said users will not notice any difference.

The current 13-inch MacBook Pro and MacBook Air are still equipped with butterfly keyboards that can suffer from issues such as sticky or unresponsive keys after prolonged use, which prompted Apple to initiate a free repair program worldwide in 2018. Apple finally solved this problem by reverting back to a scissor mechanism with the new Magic Keyboard on the 16-inch MacBook Pro, which has proven far more reliable.

Kuo himself offered praise for the 16-inch MacBook Pro, noting that customer response to the notebook has been better than expected.

As for the COVID-19 coronavirus pandemic, Kuo believes that operations at MacBook-related suppliers will improve significantly starting in late March, paving the way for mass production of the new MacBook Pro and MacBook Air models.

If this information proves to be accurate, then Apple’s entire notebook lineup should feature scissor keyboards by the end of 2020.

Related Roundups: MacBook Air, MacBook Pro

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Apple plans to release new MacBook Pro and MacBook Air models with scissor keyboards in the second quarter of 2020, according to a new research note today from analyst Ming-Chi Kuo, obtained by MacRumors.

Kuo did not comment on the size of the new MacBook Pro, but he is presumably referring to the 14-inch model that he has previously mentioned given that the 16-inch MacBook Pro was only released four months ago. The new 14-inch model would likely replace the 13-inch MacBook Pro, which would be discontinued.


Kuo expects the new MacBook Pro and MacBook Air models to have various cost optimizations, but he said users will not notice any difference.

The current 13-inch MacBook Pro and MacBook Air are still equipped with butterfly keyboards that can suffer from issues such as sticky or unresponsive keys after prolonged use, which prompted Apple to initiate a free repair program worldwide in 2018. Apple finally solved this problem by reverting back to a scissor mechanism with the new Magic Keyboard on the 16-inch MacBook Pro, which has proven far more reliable.

Kuo himself offered praise for the 16-inch MacBook Pro, noting that customer response to the notebook has been better than expected.

As for the COVID-19 coronavirus pandemic, Kuo believes that operations at MacBook-related suppliers will improve significantly starting in late March, paving the way for mass production of the new MacBook Pro and MacBook Air models.

If this information proves to be accurate, then Apple's entire notebook lineup should feature scissor keyboards by the end of 2020.
Related Roundups: MacBook Air, MacBook Pro

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Kuo: Supply Chain to Ramp Up for Apple’s Ultra Wideband Tags in Second to Third Quarter of 2020

Shanghai-based manufacturing company Universal Scientific Industrial will begin supplying the system-in-package for Apple’s upcoming Ultra Wideband item tracking tags in the second to third quarter of 2020, with shipments to reach tens of millions of units by the end of the year, according to analyst Ming-Chi Kuo.

In a research note with TF International Securities, obtained by MacRumors, Kuo said Universal Scientific Industrial will be the primary supplier of the system-in-package for the tags, fulfilling around 60 percent of orders. Similar to the one inside AirPods, the system-in-package would be a densely packed circuit board, and it would likely include the Apple-designed U1 chip for Ultra Wideband support.

Apple’s tag image asset in iOS 13 code

“We believe that the ultra-wideband (UWB) tag will enhance the user experience of iOS’s ‘find’ and augment reality (AR) applications by offering measurement functions in the short distance,” wrote Kuo.

Last month, Kuo said the Ultra Wideband tag would be one of Apple’s major new hardware products in the first half of 2020, but he has yet to provide a more specific release date for the accessory.

Multiple reports this week have indicated that a new lower-cost iPhone model and refreshed iPad Pro models with 3D sensing could debut as early as next month, possibly at an as-yet unannounced Apple event on Tuesday, March 31. It is certainly possible that the Ultra Wideband tags could also be unveiled at the March event, if one transpires, but the second to third quarter timeframe for system-in-package shipments leaves room for an announcement at WWDC 2020 in June as well.

It is worth noting that Apple has introduced many of its first-generation hardware products several months in advance of their release, including the original iPhone, iPad, Apple Watch, AirPods, and HomePod, so whether the Ultra Wideband tags are announced in March or June, they might not ship until later in the year.

Announcement vs. shipping for first-generation products:

iPhone: Jan 2007 / Jun 2007
iPad: Jan 2010 / Apr 2010
Apple Watch: Sep 2014 / Apr 2015
HomePod: Jun 2017 / Feb 2018

— Joe Rossignol (@rsgnl) October 9, 2019

MacRumors uncovered evidence of Apple working on Tile-like item trackers in iOS 13 code last year, including an unreleased “Items” tab in the Find My app and a potential “AirTag” name for the small, circular tags.

Users would receive a notification when they are separated from a tagged item and, if necessary, they would be able to tap a button in the Find My app that would result in Apple’s tag chiming. It would also be possible to disable notifications for “safe locations” such as a home or workplace.

Apple’s internal “Items” tab in the Find My app for its Ultra Wideband tags

Apple’s tags will likely incorporate augmented reality. Last year, for example, MacRumors discovered that a 3D red balloon could help a user pinpoint a lost item after scanning a room with their iPhone. In his research note today, Kuo echoes that the Ultra Wideband tags will benefit augmented reality applications.

iPhone 11 and iPhone 11 Pro models are also equipped with an Apple-designed U1 chip with Ultra Wideband, which Apple’s website says will lead to “amazing new capabilities,” and AirTags will likely be one of them.

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Shanghai-based manufacturing company Universal Scientific Industrial will begin supplying the system-in-package for Apple's upcoming Ultra Wideband item tracking tags in the second to third quarter of 2020, with shipments to reach tens of millions of units by the end of the year, according to analyst Ming-Chi Kuo.

In a research note with TF International Securities, obtained by MacRumors, Kuo said Universal Scientific Industrial will be the primary supplier of the system-in-package for the tags, fulfilling around 60 percent of orders. Similar to the one inside AirPods, the system-in-package would be a densely packed circuit board, and it would likely include the Apple-designed U1 chip for Ultra Wideband support.

Apple's tag image asset in iOS 13 code

"We believe that the ultra-wideband (UWB) tag will enhance the user experience of iOS's 'find' and augment reality (AR) applications by offering measurement functions in the short distance," wrote Kuo.

Last month, Kuo said the Ultra Wideband tag would be one of Apple's major new hardware products in the first half of 2020, but he has yet to provide a more specific release date for the accessory.

Multiple reports this week have indicated that a new lower-cost iPhone model and refreshed iPad Pro models with 3D sensing could debut as early as next month, possibly at an as-yet unannounced Apple event on Tuesday, March 31. It is certainly possible that the Ultra Wideband tags could also be unveiled at the March event, if one transpires, but the second to third quarter timeframe for system-in-package shipments leaves room for an announcement at WWDC 2020 in June as well.

It is worth noting that Apple has introduced many of its first-generation hardware products several months in advance of their release, including the original iPhone, iPad, Apple Watch, AirPods, and HomePod, so whether the Ultra Wideband tags are announced in March or June, they might not ship until later in the year.


MacRumors uncovered evidence of Apple working on Tile-like item trackers in iOS 13 code last year, including an unreleased "Items" tab in the Find My app and a potential "AirTag" name for the small, circular tags.

Users would receive a notification when they are separated from a tagged item and, if necessary, they would be able to tap a button in the Find My app that would result in Apple's tag chiming. It would also be possible to disable notifications for "safe locations" such as a home or workplace.

Apple's internal "Items" tab in the Find My app for its Ultra Wideband tags

Apple's tags will likely incorporate augmented reality. Last year, for example, MacRumors discovered that a 3D red balloon could help a user pinpoint a lost item after scanning a room with their iPhone. In his research note today, Kuo echoes that the Ultra Wideband tags will benefit augmented reality applications.

iPhone 11 and iPhone 11 Pro models are also equipped with an Apple-designed U1 chip with Ultra Wideband, which Apple's website says will lead to "amazing new capabilities," and AirTags will likely be one of them.


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Ming-Chi Kuo Says Coronavirus Outbreak Impacting iPhone Supply, Lowers Shipment Forecast

Apple analyst Ming-Chi Kuo has lowered his iPhone shipment forecast by 10 percent to 36-40 million units in the first quarter of 2020, noting that the Wuhan coronavirus outbreak is affecting iPhone supply in China.

For example, multiple reports have indicated that assembly of the rumored “iPhone 9” or “iPhone SE 2” could be disrupted. The lower-cost device, expected to be a revamped version of the iPhone 8, was rumored to enter mass production in February ahead of a March release. Apple could still announce the device in March, but initial supply could be limited until production can ramp up.


In his research note with TF International Securities, seen by MacRumors, Kuo added that smartphone shipments in the Chinese market declined by 50-60 percent year-over-year during the Chinese New Year holiday period, possibly due to declining consumer confidence in the country stemming from the coronavirus outbreak.

Out of an abundance of caution, Apple said it has closed all of its corporate offices, stores, and contact centers in mainland China through at least February 9 due to the coronavirus outbreak.

Earlier this week, the World Health Organization declared the Wuhan coronavirus outbreak a global public health emergency. More information about the virus and how to protect yourself is available on its website.

Related Roundup: iPhone SE 2

This article, “Ming-Chi Kuo Says Coronavirus Outbreak Impacting iPhone Supply, Lowers Shipment Forecast” first appeared on MacRumors.com

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Apple analyst Ming-Chi Kuo has lowered his iPhone shipment forecast by 10 percent to 36-40 million units in the first quarter of 2020, noting that the Wuhan coronavirus outbreak is affecting iPhone supply in China.

For example, multiple reports have indicated that assembly of the rumored "iPhone 9" or "iPhone SE 2" could be disrupted. The lower-cost device, expected to be a revamped version of the iPhone 8, was rumored to enter mass production in February ahead of a March release. Apple could still announce the device in March, but initial supply could be limited until production can ramp up.


In his research note with TF International Securities, seen by MacRumors, Kuo added that smartphone shipments in the Chinese market declined by 50-60 percent year-over-year during the Chinese New Year holiday period, possibly due to declining consumer confidence in the country stemming from the coronavirus outbreak.

Out of an abundance of caution, Apple said it has closed all of its corporate offices, stores, and contact centers in mainland China through at least February 9 due to the coronavirus outbreak.

Earlier this week, the World Health Organization declared the Wuhan coronavirus outbreak a global public health emergency. More information about the virus and how to protect yourself is available on its website.

Related Roundup: iPhone SE 2

This article, "Ming-Chi Kuo Says Coronavirus Outbreak Impacting iPhone Supply, Lowers Shipment Forecast" first appeared on MacRumors.com

Discuss this article in our forums