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Tag: Susquehanna

  • Analyst: All iPhone 5G Models Expected In 2020

    Analyst: All iPhone 5G Models Expected In 2020

    Contradicting previous reports, Apple analyst Ming-Chi Kuo expects Apple to release all four 5G iPhones in the second half of 2020, according to MacRumors.

    Previous reports by Susquehanna analyst Mehdi Hosseini claimed Apple would stagger its iPhone releases and only release the low-band 5G models in 2020, with the mmWave models in 2021. Low-band 5G is only 20% to four times faster than 4G LTE, but has excellent range. mmWave 5G, on the other hand, offers gigabit speeds, but has very short range. Hosseini’s prediction was based on Apple’s decision to use an in-house antenna-in-package (AiP) rather than a third-party component.

    According to MacRumors, however, Kuo believes Apple will release both types of 5G iPhones in the second half of 2020. The mmWave models “would be available in five markets, including the United States, Canada, Japan, Korea, and the United Kingdom, adding that Apple may disable 5G functionality in countries that do not offer 5G service or have a shallow 5G penetration rate to reduce production costs.”

    As MacRumors points out, Kuo has a better track record predicting Apple’s moves, so this looks to be good news for iPhone fans.

  • Apple May Delay mmWave 5G Phones Till 2021, Ship Only Low-Band In 2020

    Apple May Delay mmWave 5G Phones Till 2021, Ship Only Low-Band In 2020

    According to a new report, Apple may not release mmWave 5G iPhones until December 2020/January 2021.

    As 5G continues to roll out, carriers are deploying two types of 5G. Low-band 5G offers speeds anywhere from 20 percent to four times faster than 4G LTE, but has excellent building penetration and range. mmWave 5G, on the other hand, has speed measured in gigabits instead of megabits, but has extremely poor range and penetration.

    Susquehanna analyst Mehdi Hosseini believes Apple will stagger its 5G iPhone launch, debuting the low-band models first, with the the faster 5G models at the beginning of 2021. According to Hosseini, the reason is at least partly due to Apple’s decision to design and use its own antenna-in-package (AiP) instead of using a third-party component.

    If the report is accurate, it represents further efforts on Apple’s part to bring more of the iPhone’s components in-house. Recent reports project Apple will try to use its own modems as early as 2022. The company bought Intel’s 5G modem business after Intel was forced to abandon the effort as a result of what it described as anticompetitive behavior on the part of Qualcomm. Apple has been trying to end its reliance on Qualcomm, and it now appears they are trying to end their dependence on third parties for AiP components.