Apple would be ready to invest decisively in next-generation networks in 2020. It is suggested Ming-Chi Kuo, an analyst who has earned over the years great credibility, especially regarding Cupertino's moves.
Last summer, TF Securities analyst claimed that Apple's 2020 plans are yet to come three new iPhones, all with support for 5G technology, and this should result in an increase in the price of the affected devices estimated at around $ 35.
In his latest note to investors, Ming-Chi Kuo entered more specifically, hypothesizing adoption for the entire range of LCP antennas (Liquid Crystal Polymer), a material capable of ensuring high performance over a wider range of temperatures, and which guarantees significantly lower signal losses than traditional antennas.
As a result, the analyst estimates that, by 2020, between 70 and 75% of the iPhones sent will be represented by models with LCP antenna (to make a comparison, they will be 45-50% by the end of 2019). A result that will also be supported by the interruption of the production of the iPhone 7 and its Plus variant, and by the fact that the sales of the iPhone XR are destined to go down (in both cases they are models without the new antennas).
The first model to benefit from the new material for the antennas was iPhone X in 2017, but currently not all the models marketed are equipped, and not in all geographical areas.
New generation iPhones should also support both mmWave and sub-6GHz frequencies. This will allow for operate more efficiently with the 5G infrastructure installed on US territory. Shipments of iPhone with mmWave support will represent between 15 and 20% of the total in 2020.
IPHONE 2020 ESTIMATES:
- iPhone shipments with LCP antenna design: up to 75% of the total
- iPhone shipments with mmWave support: up to 20% of the total in the second half of the year
All this would clearly show Apple's will to standardize their catalog as much as possible in the direction of 5G, destined to become the new mobile standard.