Apple holds its annual iPhone event in early September with availability coming later in the month, which means if Apple sticks with the same timeline this year, we're about two months away from the new iPhones coming out.
Revenue from iPhones during that period totaled $26 billion, a 12% decrease from the same time previous year. He notes that "Apple has more resource for developing the 5G iPhone after the acquisition of Intel baseband business", and that the price of Android 5G phones will drop.
Kuo also noted how Apple might work on adding 5G to all three of its 2020 iPhones because it "thinks" that consumers will see 5G as a necessity in the future.
Current iPhone flagship models, iPhone XS, iPhone XS Max, iPhone XR, and the iPhone X use a multi-camera system to sense depth.
We now believe that all three new 2H20 iPhone models will support 5G for the following reasons.
Kuo predicts that by 2020, many smartphone shoppers will assume that 5G handsets are the standard. A 5G iPhone that only supports sub-6GHz frequencies would be expected to cost less. Apple will use Qualcomm-supplied components for the time being since the dispute between the two has been settled, including in the first generation of 5G iPhones next year, assuming all the different rumors are correct.
The $1B deal allowed Apple to absorb 2,200 Intel employees, and also gave it access to Intel's intellectual property related to its 5G modem, equipment and leases.
Kuo notes that he expects most Android phones will support the sub-6GHz version of 5G, but not the mmWave version, which offers more speed. Therefore, iPhone models which will be sold at higher prices have to support 5G for winning more subsidies from mobile operators and consumers' purchase intention. Among these is Ming-Chi Kuo, who believes certain 2020 models will introduce a new rear sensor to the rear.
Sub-6GHz 5G networks aren't as fast as those using mmWave technology, but the signals travel farther and can penetrate barriers such as walls and glass that stop short-range mmWave signals.