Apple's first product to integrate Mini LED display technology might see a later-than-expected launch timeline due to setbacks caused by the coronavirus pandemic, according to new research from TF Securities analyst Ming-Chi Kuo.
Apple analyst Ming-Chi Kuo is seeing problems in the supply chain for certifying the 5G technology in the "iPhone 12" and believes that the mmWave versions will be pushed back because of some antenna design changes.
Noted Apple analyst Ming-Chi Kuo has tailored his expectations on when the scissor switch keyboard will arrive on the MacBook Air, and is predicting it and a new MacBook Pro model to ship with it in the second quarter of 2020.
Apple is continuing to work on a self-designed processor for use in a future Mac, analyst Ming-Chi Kuo, with the first possible release using an ARM-based chip instead of an Intel processor likely to arrive in the first half of 2021.
Apple is giving AirPods and Apple Watch supplier Luxshare Precision more work over the next two years, with analyst Ming-Chi Kuo claiming the supply chain partner will start assembling iPhones for the company, among other supply chain alterations.
The rumored "Apple Tags" tracking fobs will ship in the middle of 2020, Ming-Chi Kuo believes, with shipments of the Ultra Wideband-based tag anticipated to be in the order of "tens of millions" by the end of the year.
Reports have emerged in the last 24 hours with contradictory sources all claiming to have the inside track on the details surrounding the antenna technology expected in the 5G "iPhone 12" — with one claiming that Apple will do most of the work itself.
Apple analyst Ming-Chi Kuo is starting to see disruption in the mobile phone market as a result of the Coronavirus, and has slightly dialed back iPhone shipment expectations for the first calendar quarter of 2020.