Kuo: 5G iPhone coming in 2020 with modems dual-sourced from Qualcomm and Samsung

Respected Apple analyst Ming-Chi Kuo of TF International Securities believes that Intel’s unexpected move to piece of occupation out the 5G modem trouble organization has left Qualcomm inwards sum command of the 5G smartphone modem roadmap as well as removed uncertainties inwards damage of a 5G iPhone.

Now that Apple as well as Qualcomm convey settled their high-profile legal spat final calendar week as well as entered into a six-year licensing deal, the revered analyst is expecting a 5G-capable iPhone inwards the mo one-half of 2020 as well as thinks it’s going to boost Apple’s sales significantly.

From Kuo’s annotation to clients, obtained this morning time past times MacRumors:

Apple as well as Qualcomm’s destination of patent dispute as well as entrance into a six-year licensing cope implies novel iPhone models released inwards the mo one-half of 2020 volition back upward 5G.

Qualcomm as well as Samsung are potential 5G baseband chip suppliers.

The marketplace position was worried that Intel’s disappointing 5G baseband chip evolution powerfulness endure the nearly severe doubt for the novel 2020 iPhone models’ adoption of 5G.

But nosotros believe the doubt has been removed later Apple as well as Qualcomm’s destination of patent dispute as well as entrance into a six-year licensing deal, as well as Intel’s statement that it volition piece of occupation out the 5G baseband chip business.

One curious tidbit: Apple volition dual-source 5G modems from both Qualcomm as well as Samsung. According to Kuo, iPhones alongside Qualcomm-made 5G modems volition endure sold inwards mmWave markets field devices outfitted alongside Samsung’s modems volition focus on sub-6GHz markets. The strategy volition likewise lower risk, trim back costs as well as growth Apple’s bargaining powerfulness alongside suppliers.

Kuo expects 5G capability to convey a big touching on on sales, forecasting 2020 iPhone shipments betwixt 195-200 1 one k thousand units, upward from betwixt 188-192 1 one k thousand units inwards 2019.

Of the 195-200 1 one k thousand iPhones inwards 2020, unopen to 70–75 1 one k thousand units volition endure 5G handsets, the annotation predicts. By comparison, Apple sold 231.2 million, 211.8 million, 216.8 1 one k thousand as well as 217.7 1 one k thousand iPhones inwards financial years 2015, 2016, 2017 as well as 2018 respectively.

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