Last month, Apple released crystal ball holders and analyst for TF International Securities, Ming-Chi Kuo, released a research note predicting what to expect from an iPhone series by 2020.
Kuo, known for its eerie accurate Apple hardware claims , said that 2020 would bring new 5.4-inch and 6.7-inch models with 5G networks, while a 6.1
Now, Kuo has released a follow-up to the June research paper, obtained by MacRumors citing a revised prediction of what to expect for 2020. Kuo says Apple will now get all three iPhone models to to support 5G.
The 6.1-inch model that originally said using LTE will now support 5G according to Kuo, to better compete with cheaper Android smartphones. The change is being helped by Apple's recent acquisition of Intel's 5G smartphone modem device. Apple is still committed to using the Qualcomm modem for 2020 as part of an existing partnership:
We now believe that all three new 2H20 iPhone models will support 5G for the following reasons. (1) Apple has more resources to develop the 5G iPhone subsequent to the acquisition of Intel baseband business. (2) We expect the prices of 5G Android smartphones to fall to $ 249-349 in 2H20. We believe that 5G Android smartphones, which will be sold at $ 249-349 USD, will only support Sub-6GHz. But the key is that consumers will think that 5G is the necessary function in 2H20. Therefore, iPhone models that will be sold at higher prices must support 5G to win more subsidies from mobile operators and consumer buying intent. (3) Increasing 5G development may benefit Apple's AR ecosystem.
The analyst says that these new iPhones in 2020 will all support mmWave and the Sub-6GHz spectrum for 5G. The majority of 5G marketing is based on mmWave, the fastest speed available in dense, urban areas.
For rural and suburban areas, Sub-6GHz utilizes both low and middle bands to meet near mmWave 5G speeds. Kuo says Apple may not have enough resources to debut an iPhone with only Sub-6GHz support, which will come at a lower cost.
The analyst says, despite the same form factor for these iPhone models, an iPhone from 2020 with mmWave and Sub-6 GHz and one with only Sub-6GHz being viewed as "different projects."
Canada's first prime Sub-6GHz band auction is seen as the 3.5 GHz spectrum auction, which is not decided to be held until late 2020 or early 2021, according to the federal government.