Kuo on 2020 iPhones: 5.4-Inch and 6.7-Inch Models With 5G, 6.1-Inch Model With LTE, All With OLED Displays

Apple plans to release three new iPhones in the second half of 2020, including high-end 5.4-inch and 6.7-inch models with OLED displays and a lower-end 6.1-inch model with an OLED display, according to analyst Ming-Chi Kuo. Those display sizes line up with a DigiTimes report from a few months ago.


In a research note obtained by MacRumors today, Kuo said the 5.4-inch and 6.7-inch models will support 5G, while the 6.1-inch model will support up to LTE. Qualcomm is still expected to be Apple's primary supplier of 5G modems, with RF power amplifiers supplied by Broadcom as part of an agreement with Apple.

Excerpts from Kuo's research for TF International Securities:

We expect that the new 2H20 iPhone lines will include the high-end 6.7-inch and 5.4-inch OLED ‌iPhone‌ models and the low-end 6.1-inch OLED ‌iPhone‌. The 6.7-inch and 5.4-inch OLED ‌iPhone‌ models will likely support 5G. We expect that the PA usage of each 5G iPhone will be 200% more than the current number for ‌iPhone‌ models. Sole suppliers, including Broadcom (designer) and Win-semi (manufacturer), are the significant winners in this case. […]

We believe that the content of Apple and Qualcomm's previous settlement includes Qualcomm's release of partly 5G baseband chip source code to Apple for Apple's development of own 5G PA/FEM.


Kuo believes that all new iPhones will support 5G starting in 2021. He also believes that Apple will have its own 5G modem ready by 2022 to 2023, which should reduce its dependance on Qualcomm.

The new 5.4-inch and 6.7-inch sizes suggest that Apple may be planning to shrink the size of the current 5.8-inch iPhone XS, a move that fans of smaller phones would certainly appreciate, while increasing the size of the current 6.5-inch ‌iPhone XS‌ Max. The iPhone XR would remain a 6.1-inch device.

Related Roundup: iPhone 12

Top Rated Comments

(View all)
Avatar
14 months ago
Hopefully he's wrong and we get an SE 2.
Score: 39 Votes (Like | Disagree)
Avatar
14 months ago
Yes, but what's coming in 2025?
Score: 21 Votes (Like | Disagree)
Avatar
14 months ago
Yes to the 5.4"!
Score: 20 Votes (Like | Disagree)
Avatar
14 months ago
5G is not going to be the cause of mass rebuying of smartphones as the manufacturers hope. It’s just another nice to have and will be another infrastructure option with a slow rollout.

What I wonder is how they will make phones more ergonomic, more useful, and more accessible.
Score: 19 Votes (Like | Disagree)
Avatar
14 months ago
6.7 inch OLED price $1999 o_O
Score: 19 Votes (Like | Disagree)
Avatar
14 months ago
Well, that would satisfy a lot of people in 2020.

5.4 inch
6.1 inch
6.7 inch
Score: 16 Votes (Like | Disagree)

Top Stories

Apple Warns Against Closing MacBooks With a Cover Over the Camera

Friday July 10, 2020 11:12 am PDT by
Apple this month published a support document that warns customers against closing their Mac notebooks with a cover over the camera as it can lead to display damage. Image via Reddit Apple says that the clearance between the display and the keyboard is designed to very tight tolerances, which can be problematic. Covering the camera can also cause issues with automatic brightness and True Tone....

Leaker: 'iPhone 12 Pro' to Come With 6GB of RAM

Friday July 10, 2020 1:59 am PDT by
Later this year, Apple is expected to release four OLED iPhones in three display sizes, including 5.4, 6.7, and two 6.1-inch models. Rumors suggest the 6.7-inch iPhone and one 6.1-inch model will be higher-end devices, and now leaker @L0vetodream has corroborated previous rumors about the internal specs of Apple's upcoming lineup. Rumors suggest Apple will use 5-nanometer A14 chips in its...

Apple Moving Forward on Semitransparent Lenses for Upcoming AR Headset

Friday July 10, 2020 7:24 am PDT by
Apple and Foxconn have reached a key milestone in the development of Apple's long-rumored augmented reality headset, with the semitransparent lenses for the device moving from prototype to trial production, reports The Information. Apple is developing the lenses on a single production line at a Foxconn factory in Chengdu in southwestern China, where most of Apple’s iPad production is...

Kuo: Apple Silicon Macs to Include 13-inch MacBook Pro and MacBook Air This Year, 14.1-inch and 16-inch MacBook Pro Models Next Year

Friday July 10, 2020 2:58 am PDT by
At last month's WWDC, Apple officially announced that its Mac computers will be transitioned from Intel x86 to homegrown Apple Silicon chips. Apple said it plans to deliver the first Apple Silicon Mac by the end of the year and complete the transition in about two years. According to Apple analyst Ming-Chi Kuo, a 13.3-inch MacBook Pro with a form factor similar to the current 13.3-inch...

Arm-Intel-PowerPC Universal Binaries Are Possible

Saturday July 11, 2020 1:42 pm PDT by
Casual MacRumors visitors may not realize that we have a very active PowerPC forum where users discuss issues related to PowerPC Macs that have not been produced since 2006. Threads range from hardware upgrades and software options to nostalgia: Photo by AphoticD Apple's recently announced transition to Apple Silicon (Arm) based Macs raised some interesting questions about future support...

iPhone 12 Sizes Compared with iPhone SE, 7, 8, SE 2, X, 11, 11 Pro and 11 Pro Max [Update]

Tuesday July 7, 2020 6:49 pm PDT by
Apple is planning on launching the iPhone 12 this fall which is rumored to be coming in 3 different sizes: 5.4", 6.1" and 6.7". The middle size (6.1") matches up with the currently shipping iPhone 11, but the other two sizes will be entirely new. Over the weekend, there was some excitement about how well the new 5.4" iPhone 12 compares to the original iPhone SE. Those who have been hoping...

Tom Hanks WWII Movie 'Greyhound' Debuts on Apple TV+

Friday July 10, 2020 3:33 am PDT by
Apple TV+ today debuted "Greyhound," the highly anticipated Second World War movie starring Tom Hanks as a naval officer given command of Navy destroyer Greyhound in the Battle of the Atlantic. "Greyhound" features Hanks as George Krause, who must fight his own self doubts and personal demons as he leads a convoy of Allied ships against German U-boats to prove that he belongs in command. ...

Top Stories: iOS 14 Public Beta, iPhone 12 Size Comparison, 14-Inch MacBook Pro Rumors

Saturday July 11, 2020 6:00 am PDT by
After one round of developer beta testing, Apple unleashed iOS and iPadOS 14 to a wider audience this week, opening it up to members of the public beta program. There are lots of changes and new features to check out, but as with any beta, be careful about installing it on your main devices. Subscribe to the MacRumors YouTube channel for more videos. Other major stories this week included our ...

Hands-On With tvOS 14: Picture in Picture, 4K YouTube, HomeKit and More

Thursday July 9, 2020 12:48 pm PDT by
Apple at WWDC introduced a new version of tvOS, the software that's designed to run on the fourth and fifth-generation Apple TV models. tvOS updates are often more minor in scale than iOS, watchOS, and macOS updates, but tvOS 14 has some useful new features. Subscribe to the MacRumors YouTube channel for more videos. Apple in tvOS 13 introduced a Picture in Picture option for the Apple TV...

Apple CEO Tim Cook's 2019 Compensation Totaled Over $133 Million

Friday July 10, 2020 12:01 pm PDT by
Apple CEO Tim Cook was the second highest paid CEO in the United States in 2019, according to Bloomberg's list of the highest paid CEOs and executives in 2019. Cook received compensation totaling $133,727,869 by Bloomberg's count. Almost all of Cook's compensation was provided in the form of stock awards and related performance bonuses. As reported by the SEC earlier this year, Cook received ...