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Topic: iPhone 12

Cowen pushes AAPL target to $350, anticipates strong March quarter guidance

01/24/2020, 07:01 am

After leading the pack with an Apple stock price climb in early December, Cowen has done so again just over a month later, hiking the price target to $350 on the strength of Services and the upcoming iPhone lineup.

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5G will fuel smartphone industry growth -- but it is only a temporary push

01/21/2020, 09:01 am

The spread of 5G into mainstream usage will help create a surge of smartphone sales but the hype behind 5G will only be a temporary lift for sales of devices like Apple's 2020 iPhone refresh, with the market expected to contract in 2022.

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Rumor: 'iPhone 12' will look like a slimmer, taller iPhone 11

01/20/2020, 08:01 pm

Rumblings out of Apple's East Asian supply chain this week offer fresh insight into this year's iPhone release cycle, with a report on Monday claiming the company's 2020 handsets will be similar in design to the iPhone 11 lineup albeit with a few sizing tweaks.

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Morgan Stanley ups AAPL price target to $368 on potential of 5G iPhone supercycle

01/17/2020, 01:01 pm

Morgan Stanley has raised its price target on shares of Apple, voicing its view that investors are under-appreciating the impact this year's 5G-enabled iPhone release is expected to have on the company's bottom line, especially given the roll-out is expected to coincide with a multi-year peak in the number of iPhones due for replacement.

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Apple reportedly taps Taiwan's ASE for mmWave 5G iPhone and iPad Pro

01/15/2020, 10:01 am

Component manufacturer Advanced Semiconductor Engineering (ASE) is reported to have become one of Apple's suppliers for the antennas needed on the mmWave 5G "iPhone 12" and for the iPad Pro too.

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Upcoming 5G 'iPhone 12' expected to support 'true' mmWave 5G

01/13/2020, 08:01 am

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.

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Apple may split its 5G 'iPhone 12' into two launches

01/06/2020, 10:01 am

A financial analyst claims that Apple will divide its 5G launches into one for the slower sub-6GHz "iPhone 12" in September, and one for the faster mmWave models in December or January 2021.

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'iPhone SE 2,' an end to robocalls, and Jimmy Iovine's thoughts on streaming on the AppleInsider Podcast

01/03/2020, 08:01 am

Victor and guest Sean Ryan discuss the news of 2019, iPhone SE2 rumors, and how Apple can make or break a company, with examples in TSMC, Imagination Technology's PowerVR, and China's BOE, producer of OLED displays.

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Two 'iPhone SE 2' models could launch in 2020

01/02/2020, 08:01 am

A questionable report from the supply chain based on a purported "roadmap" suggests that Apple could release two 'iPhone SE 2' models in 2020, in different sizes.

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Apple chip partner TSMC to start 5nm 'A14' production in mid-2020

01/02/2020, 07:01 am

TSMC is ready to begin manufacturing the "A14" chip intended for the late 2020 iPhone lineup starting in the second quarter of 2020.

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China's BOE set to become Apple's second-largest OLED screen supplier in 2021

12/30/2019, 08:12 am

Sources in the supply chain say that BOE will provide 45 million OLED display panels for the iPhone, making it second only to Samsung, and exceeding LG.

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Apple's 5G 'iPhone 12' may use sensor-shifting technology to stabilize images

12/20/2019, 06:12 am

A new rumor claims that Apple's forthcoming 5G "iPhone 12" will come with sensor-shift stabilization, meaning that the actual camera sensor and not just the lens will move within the phone case to keep an image steady.

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BofA ups AAPL target to $290 amid China concerns, rising 5G expectations

12/12/2019, 03:12 pm

Despite mounting risks in mainland China, Bank of America Securities upped its price target another 7% on shares of Apple this week, saying the international roll out of 5G should help the company sustain consistent sales of over 200M iPhones over the next few years.

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Rosenblatt spews specs for six 'iPhone 12' models while reiterating Sell rating on AAPL shares

12/09/2019, 08:12 am

Rosenblatt Securities said Monday it believes Apple is working on as many as six different "iPhone 12" models -- including 'Plus' and 'Max' size variants of its 'Pro' series -- but nonetheless reiterated its sell rating on the company's shares, predicting impending share losses in China that won't be helped by a so-called 'iPhone SE 2.'

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'iPhone 12' could get bigger battery because of smaller circuitry

12/09/2019, 06:12 am

A reduction in the size of an essential battery protection circuit for the iPhone could mean that Apple has room to include bigger batteries in the 2020 "iPhone 12" series.

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Four 5G 'iPhone 12' models in 2020, 'iPhone SE 2 Plus' in 2021 says Ming-Chi Kuo

12/05/2019, 11:12 am

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.

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Only two of four 'iPhone 12' models may support mmWave 5G

12/02/2019, 08:12 am

Apple will be launching four iPhone models with 5G in the second half of 2020, analysts from JP Morgan anticipate, with the group split into two pairs of smaller and larger models, but one pairing will include 3D sensing capabilities on the rear and support for the faster mmWave-based 5G connections.

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'iPhone 12' line expected to use two different OLED screen technologies

11/27/2019, 10:11 am

The three models of 'iPhone 12' expected for 2020 will all have OLED-based screens instead of splitting between LCD and OLED, a report claims, but the two higher-tier models are tipped to continue using a better display than the lower-cost variant.

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Apple faces supply challenge for 'iPhone 12' antenna tech

11/20/2019, 07:11 pm

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.

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Institutional ownership of AAPL on the rise leading into iPhone 12 cycle

11/19/2019, 02:11 pm

Optimism surrounding Apple's upcoming 5G iPhone cycle and revenue growth within the company's Services sector helped drive one of the largest sequential increases in institutional ownership of AAPL shares in more than half a decade.

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