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.
Following iPhone demand checks internationally, and predictions of an incredible 5G 'iPhone 12' debut, Wedbush has set a $350 per-share price target on Apple stock, but believes that $400 is possible if everything goes right in 2020.
Sales expectations for Apple's upcoming "iPhone 5G" are too low, according research investment firm Piper Jaffray, which raised its price target on shares of Apple this week behind mounting anticipation for the new handset and ongoing dominance in the wearables market.
This week on the AppleInsider Podcast, Victor and William talk about Qualcomm making iPhone 5G a priority for 2020, and Ming Chi Quo has a prediction about in-display Touch ID. Plus BMW indicates a change in direction and stops charging for CarPlay.
Qualcomm President Cristiano Amon on Wednesday said the chipmaker is hard at work on a 5G modem solution for Apple's iPhone, the first major project in a renewed partnership the companies struck in April.
Apple is expected to take a seat at the head of the 5G smartphone table in 2020 upon introduction of an iPhone capable of taking advantage of the speedy network technology, according to new research from Strategy Analytics.
Qualcomm issued rosy predictions for the wider 5G market on Wednesday, saying it expects some 200 million smartphones will rely on the speedy wireless technology in 2020. Analysts reading into the statement believe the chipmaker is dropping a hint about Apple's iPhone.
Apple's first 5G iPhones are expected to rip movies, emails and photos down from the cloud at record speeds but that won't come without a price — at least for Apple, where some components required to support the new spec may run a premium of up to 35%.
Apple has reportedly set an aggressive 2022 deadline to develop an in-house cellular modem for use in iPhone and iPad, a project that could lead to baseband module integration in the company's system-on-chip designs by 2023.
Investors are being too conservative in their guesses of how much impact 5G will have on the iPhone's sales in the coming years, a Jefferies analyst suggests, with Wall Street apparently underestimating how many people will upgrade their devices to take advantage of the communications technology.
Apple's 2019 iPhone refresh will be disappointing, according to Nomura Instinet, with financial analysts cutting their estimates to below the Wall Street consensus with the added belief other takes on the 5G-equipped 2020 models are too optimistic.
Apple will be producing a 5G iPhone by 2020, TF International Securities' Ming-Chi Kuo believes, but Apple could complete development of its own 5G modem and do without Qualcomm's version by 2022 or 2023.
Apple's rancor at the slow progress of Intel modem development began long before April's Qualcomm settlement and the rush to 5G, a report said on Wednesday, adding that the iPhone maker's in-house baseband chip won't arrive until 2025.
Ming-Chi Kuo of TF Securities is reiterating that Apple's next generation iPhone due out in the second half of 2019 will shift at least in part to modified polyamide antennae rather than all liquid crystal polymer as iPhone XS, iPhone XS Max, and iPhone XR.