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Mr. Guo: The iPhone will support 5G in 2020

via:MacX     time:2019/4/22 10:08:33     readed:107

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The market used to worry that Intel's 5G baseband chip development might be the most serious uncertainty for the new 2H20 iPhone to adopt 5G, but after Apple and Qualcomm patents settled and entered a six-year licensing agreement and Intel announced its withdrawal from 5G baseband chip business, we believe that the uncertainty has been removed. To reduce supply risks, reduce costs and increase bargaining power, we expect Apple to adopt both Qualcomm (for the mmWave market) and Samsung (for the Sub-6 GHz market) 5G baseband chip solutions.

Look forward to the demand of 2H20 high-end model change driven by 5G iPhone. We expect total iPhone shipments in 2019 and 2020 to be 188 - 192 million and 195 - 200 million respectively. We believe that shipments of high-end 5G iPhone models are expected to grow by 2020, thanks to increased subsidies from operators for 5G models. We expect shipments of the new 2H19 and 2H20 iPhones to reach 65-70 million and 70-75 million in 2019 and 2020, respectively.

The 5G related supply chain of the iPhone is the focus of attention. We believe that the 5G-related supply chain of the iPhone is expected to benefit significantly from increased shipments and ASP in 2020. We believe that the main beneficiary industries include baseband chips, RF front-end, antenna, motherboard, heat dissipation and battery hardware and software, and most of the beneficiary suppliers will have better visibility from 4Q19-1Q20.

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