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.