“Ming-Chi Kuo predicts the 5G-capable iPhone 12 models would account for 15-20 percent of the shipments during the second half of 2020”
The iPhone 12 series is expected to come with 5G connectivity and now reiterating the same, reliable Apple analyst Ming-Chi Kuo in a new investor note detailed about different iPhone 12 models. The analyst predicts the new mmWave 5G iPhones would account for 15-20 percent of the shipments during the second half of 2020. All the iPhone 12 models, including the low-cost variant, are also expected to come with 5G connectivity. The Cupertino giant will use modems from Qualcomm and would support both mmWave and sub-6GHz bands.
In the research note, Kuo noted, “We expect that the shipment allocation of iPhone models that support 5G mmWave will account for 15–20 percent of the total shipments of new 2H20 iPhone models. This will benefit LCP FPC usage a lot, given the 5G mmWave iPhone uses three LCP FPC units (vs. other iPhone models’ single LCP FPC unit).“
Furthermore, Kuo also focused on the adoption of the LCP antenna design, which was first included on the iPhone X in 2017 but hasn’t been fully rolled out to every iPhone model. LCP (Liquid Crystal Polymer) is a more desirable material for the antenna’s as it delivers a similar performance at varying temperatures and with very little loss, which makes it ideal for 5G.
Kuo predicts that the shipment allocation of the iPhones with LCP FPC will increase to 70-75 percent in 2020, up from 45-50 percent in 2019. The Apple analyst details the reasons — the iPhone 12 will adopt LCP FPC in more areas, iPhone 7 models which were not equipped with LCP FPC have been discontinued, and the iPhone XR shipment will also decline since it not equipped with LCP FPC. This means Apple would continue its shift towards LCP antenna technology through its entire iPhone lineup.