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JP Morgan Analyst Expects up to Four New iPhone Models in 2020

JP Morgan analyst Samik Chatterjee expects Apple to reignite its growth next year with the launch of four new iPhones featuring key selling points like OLED displays, 5G modem support, and new rearward-facing 3D sensing AR/VR capabilities.


As quoted by CNBC, JP Morgan's Monday report says it expects Apple to release three top-of-the-line OLED 5G iPhones in 5.4-inch, 6.1-inch, and 6.7-inch sizes, two of which will feature advanced rear camera 3D sensing tech. In addition, analysts expect a fourth lower-cost model to be launched that's the same size as the iPhone 8 but without a 5G modem or OLED display.
"Our positive volume outlook for 2020 is driven by our current expectation for the launch of four iPhone models ... and more significant spec upgrades," Samik Chatterjee, an analyst at J.P. Morgan, wrote in the report.

[...]

"Our expectations include all three Sep-2020 iPhones (5.4"/6.1"/6.7" screen sizes) will adopt OLED displays and 5G baseband modems (with support for mmWave frequencies), and at least two of the three models adopting world facing 3D Sensing (Time of Flight) driving industry leading AR/VR capabilities which can be leveraged by custom built applications (including games)."
Apple's current iPhones have TrueDepth 3D-sensing cameras on the front, but the expectation is clearly that some of the 2020 iPhones will be equipped with similar cameras on the back. The report also says that Apple's lower-cost iPhone model will be aimed at "a much more 'value' category than it has been used to with its recent launches."

Some of the details in the report line up with previous predictions, notably from respected Apple analyst Ming-Chi Kuo. Kuo has said 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, which he believes will also have an OLED display.

According to Kuo, the 5.4 and 6.7-inch iPhone options will support 5G speeds, while the lower-end 6.1-inch iPhone in 2020 will continue to work with LTE.

Bloomberg reported in January that Apple isplanning to add a laser-powered time-of-flight 3D rear camera that will result in significant improvements to AR experiences to its 2020 iPhones.

The camera is said to be able to scan areas up to 15 feet from the device. Apple's front-facing TrueDepth camera uses 3D technology but because it's infrared and not laser-powered, it only works at distances of 25 to 50 centimeters.

JP Morgan's Chatterjee says he expects the fresh line-up will help Apple sell 195 million iPhones in 2020, up from an estimated 180 million in 2019. Later this year, Apple is expected to release three new iPhones with triple-lens rear cameras, but without 5G connectivity.



Top Rated Comments

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10 weeks ago
ffs just release a new SE, we don't need four tablet sized phones.

Haven't bought an iPhone in years and it looks like that'll continue to be the case.
Rating: 15 Votes
10 weeks ago
Just one thing:



SE2 !




or any other small phone, dammit!
Rating: 11 Votes
10 weeks ago

remember when tim said he can fit the entire Apple product line on one table?


Yeah, dining table in the grand hall at hogwarts!

"THE PRODUCT PIPELINE IS LONG AND WILL BLOW YOU AWAY" (c) (tm) Cook - in every earnings call/interview since 2012.
Rating: 11 Votes
10 weeks ago

I love my iPhone 8 Plus but definitely would have gone with the iPhone 8 if it had the dual lens portrait mode camera. I miss having a small phone that easily fits in my pocket and that I can use with one hand. I hope Apple doesn’t keep certain features from the smallest sized iPhone in 2020. I will definitely purchase it if it offers everything that the larger models do.

I agree, but the iPhone 6/7/8 doesn’t qualify unless one has enormous hands. I miss an iPhone which I can really use one-handed while holding it, not perching it on my fingers. i.e. where my thumb can reach the whole screen while my fingertips grasp the far edge. This means the iPhone SE, and I’m really wistful for the iPhone 4, the size of which we’ll never see again.
Rating: 7 Votes
10 weeks ago
I really miss the days of a single iPhone that only came in white or black.
Rating: 7 Votes
10 weeks ago
He thinks they'll be new iPhone's in 2020? I bet he had to dig deep to come to that conclusion.
Rating: 4 Votes
10 weeks ago

I miss having a small phone that easily fits in my pocket and that I can use with one hand.

Same here. I don't want a phablet. If 5.4" is the smallest that Apple will offer, I won't care how much tech they cram into it. Bring back the SE!
Rating: 3 Votes
10 weeks ago

remember when tim said he can fit the entire Apple product line on one table?


I think this may be the table he was talking about...
Rating: 3 Votes
10 weeks ago
I love my iPhone 8 Plus but definitely would have gone with the iPhone 8 if it had the dual lens portrait mode camera. I miss having a small phone that easily fits in my pocket and that I can use with one hand. I hope Apple doesn’t keep certain features from the smallest sized iPhone in 2020. I will definitely purchase it if it offers everything that the larger models do.
Rating: 3 Votes
10 weeks ago

Adding a SE size would help since I know some people want a smaller form factor.

This is basically what they are doing.

5.4" at a 19.5:9 ratio is 4.9" tall by 2.3" wide. The iPhone SE 4" display at 16:9 ratio is 3.5" tall by 2" wide. The iPhone SE body is 4.87" tall by 2.31" wide. So the display on this new 5.4" iPhone is roughly the same size as the body of the iPhone SE. Taking into account slimmer bezels from using OLED and this new iPhone won't be much bigger than the current SE, much like the iPhone X wasn't much bigger than the 4.7" model (I think around 7% larger, at least in the display scaling, which seems to be the case here as well for the width).

I think the likely reason they are doing this is so that they can fit the notch at the top and have room for status indicators to the sides. The 2020 model was rumored to have a reduction in notch size, so being able to squeeze it into a smaller device makes sense and might be why we haven't seen an upgraded SE. Maybe Apple originally thought they could get the SE remake done this year but couldn't get the notch size down so it was punted until next year?

It also makes sense as the display scaling was larger on the X/XS/Max, and they would likely be using the same @3X retina panels since this is listed as an OLED model. So developers wouldn't have to update the width, just the height like on the X, which makes it faster and easier to update apps. The small amount of extra width also makes the smaller keyboard a bit easier to type on. So in the end everything just works out and this becomes the new, premium SE. I think the size will be fine for most SE lovers, as long as it works out as I have outlined above.
Rating: 3 Votes

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