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 supplier Foxconn is said to have reopened Zhenghzou, its most critical iPhone production plant, but only a tenth of the workforce has returned.
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.
New 3D prints are showing off a trio of sizes for Apple's forthcoming 2020 "iPhone 12," and allege that the company is bringing back some familiar design features.
Apple is predicted to release its own branded wireless charging mat in the first half of 2020, according to noted analyst Ming-Chi Kuo, though the product may not be the AirPower stand-in users are hoping for.
While Ming-Chi Kuo still has a positive view on Apple and the iPhone supply chain, he views the Corona virus as a significant threat to the company, and has detailed specifically what he feels will be of the most impact.
Ming-Chi Kuo has released a note to investors suggesting that the 2020 5G "iPhone 12" will support the entire 5G spectrum, including mmWave, despite what other analysts have said.
Supply chain reports repeat the information that Apple is preparing a successor to the iPhone SE, but now say that it's going to be called "iPhone 9."
Ming-Chi Kuo believes that Apple will have four 5G iPhone 12 and the "iPhone SE 2" in 2020, and an "iPhone SE 2 Plus" in 2021 — all of which may spark the super cycle that analysts have been expecting to arrive for some time.
Beyond just a new iPad Pro and MacBook Pro in late 2020 with Mini LED screens, analyst Ming-Chi Kuo claims that Apple will produce between four and six new products with the new technology in the next three years.
Apple is expected to increase reliance on liquid crystal polymer (LCP) flexible printed circuit (FPC) antenna technology with its next-generation iPhone, due out in 2020, but a dearth of suppliers poses a risk to production, according to TF Securities Analyst Ming-Chi Kuo.
Apple is on schedule to debut an iPad Pro model with new 3D sensing equipment, as well as a long-rumored iPhone SE follow-up, in the first half of 2020, according to TF Securities Analyst Ming-Chi Kuo.
Work on the "Apple Watch Series 6" is already underway, with Ming-Chi Kuo expecting the new model to have faster wireless connectivity, better performance, and be more water resistant.
Apple is set to ship between 20 million and 30 million units of the 'iPhone SE 2' in calendar year 2020 following its launch, analyst Ming-Chi Kuo predicts, with the successor to the iPhone SE thought to be using a motherboard similar to the SLP version used in the iPhone 11.
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%.
A noted Apple analyst in a research note released on Tuesday presented a more definitive timeline of the company's MacBook plans, saying a new laptop model featuring a traditional scissor switch keyboard will debut in the middle of 2020.
Analyst Ming-Chi Kuo reports that the so-called "iPhone SE 2" will begin mass production in January, ahead of a launch at the end of March 2020.
The 'iPhone SE 2' will feature an updated antenna design that should improve how the smartphone transmits data to cellular networks, TF International Securities' Ming-Chi Kuo claims, with the smartphone likely to arrive in early 2020.
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Malcolm Owen
Mike Wuerthele
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