Kuo: mmWave 5G iPhones Have 'Potential Delay Risk,' Production on 6.7-Inch iPhone Delayed to October

Some of Apple's upcoming 5G iPhones could see a delay in production, according to Apple analyst Ming-Chi Kuo in a note shared with investors. mmWave models, which will feature the fastest 5G functionality, have a "potential delay risk" and may launch outside of the normal timeline.

fouriphones2020
Production on the mmWave iPhone may be pushed back because of changes to the antenna package that were made in early April, and delays in qualification process services.

The mmWave ‌iPhone‌ will be pushed back because the design of the antenna in package (AiP) changes in early April. Additionally, the test lab is closed and can't offer qualification process services. If the pandemic can't be controlled well until July, then we think that the shipment allocation of mmWave iPhones will decrease to 5-10% from 15-20%.

Kuo says the rumored 6.1-inch and 5.4-inch iPhones will go into mass production in September, but mass production on the larger 6.7-inch ‌iPhone‌ will be delayed until October because it has the "most complicated" design.

Apple decided to start the online qualification process remotely and delegate more tasks to local employees for new ‌iPhone‌ development. The change takes time; therefore, it had caused a one-month delay in entering the engineering verification test (EVT) for all new 2H20 iPhones. We believe that there is a likelihood that new 2H20 6.1-inch and 5.4-inch iPhones will go into mass production in September. The mass production of the new 2H20 6.7-inch ‌iPhone‌ will be delayed to October because this model’s design is the most complicated.

Delaying mass production on the 6.7-inch ‌iPhone‌ until October would result in the ‌iPhone‌ launching later in the fall than expected. Other rumors have also suggested Apple could stagger ‌iPhone‌ launches this year due to production and verification process delays.

According to Kuo, iPhone SE sales were better than expected, but overall demand for iPhones is down. In the worst case scenario, Kuo estimates second quarter ‌iPhone‌ shipments of 29 to 32 million units, declining 20 to 25 percent year over year.

If consumer confidence and purchasing power recover in the third quarter of 2020, ‌iPhone‌ shipments could fall as little as 10 to 15 percent year over year.

Related Roundup: iPhone 12
Buyer's Guide: iPhone 12 (Neutral)

Top Rated Comments

PickUrPoison Avatar
13 months ago
October or even November, doesn’t really matter. If it’s late, it’s late. It’ll be the least of anyone’s worries.
Score: 16 Votes (Like | Disagree)
neoelectronaut Avatar
13 months ago

The 11 Pro models are amazing devices. Waiting a little longer on the 12 won't be a big deal for me and I suspect for other 11 Pro owners.
Why would anyone that owns a iPhone 11 even buy an iPhone 12? The gap in performance has to be minuscule.

Looking forward to see how that 5.4" model pans out. Gonna be the deciding factor between me buying a new phone or just putting a new battery in my 2017 iPhone SE.
Score: 9 Votes (Like | Disagree)
Dwalls90 Avatar
13 months ago
iPhone 4S and iPhone XR launched in October. iPhone X launched in November. It's not like this is totally unprecedented, and not that bad of a rumored delay considering the challenges the world is facing.
Score: 5 Votes (Like | Disagree)
triangletechie Avatar
13 months ago

While I get your statement, not everyone has a 11 Pro, nor is the 12 Pro for those with the 11 Pro.
That's why I said it isn't a big deal for 11 Pro owners.


Why would anyone that owns a iPhone 11 even buy an iPhone 12? The gap in performance has to be minuscule.

Looking forward to see how that 5.4" model pans out. Gonna be the deciding factor between me buying a new phone or just putting a new battery in my 2017 iPhone SE.
People with disposable income. People who like to update yearly. AKA many on this site.
Score: 3 Votes (Like | Disagree)
triangletechie Avatar
13 months ago
The 11 Pro models are amazing devices. Waiting a little longer on the 12 won't be a big deal for me and I suspect for other 11 Pro owners.
Score: 3 Votes (Like | Disagree)
mtneer Avatar
13 months ago
What's all the fuss about this mmWave? From what I understand you can only use it within line of sight from a tower unit and is very sensitive to even slight changes in unit orientation. So, how is this better than just plain old WiFi???
Score: 3 Votes (Like | Disagree)

Top Stories

samsung experience 1

Samsung's 'iTest' Lets You Try a Galaxy Device on Your iPhone

Thursday April 8, 2021 12:42 pm PDT by
Samsung has launched "iTest," an interactive website experience that's designed to allow iPhone users to test out Android on a Galaxy device, or "sample the other side," as Samsung puts it. Subscribe to the MacRumors YouTube channel for more videos. The iTest website is being advertised in New Zealand, according to a MacRumors reader who came across the feature. Visiting the iTest website on...
sonny 2021 ipad mini pro dummies

Leaked Dummy Units Show iPad Mini 6 With Thick Bezels and Home Button, New iPad Pro Models

Thursday April 8, 2021 2:11 am PDT by
Rumors suggest Apple will release refreshed versions of the iPad mini and iPad Pro models in the first half of this year, potentially as soon as this month, and a new leak today has provided us with a possible preview of what to expect in terms of the devices' overall design and camera prospects. Tech leaker and Apple blogger Sonny Dickson this morning shared images on Twitter showing dummy ...
apple music for artists new icon

Apple's Revamped Apple Music for Artists Icon Leads to Speculation About iOS 15 Design Plans

Tuesday April 6, 2021 1:03 pm PDT by
Apple yesterday updated its Apple Music for Artists app with some minor bug fixes and improvements, but also one other notable change -- a new icon. New icon on the right The Apple Music for Artists app now features a simpler, streamlined icon with a pinkish red music logo rather than the multicolored logo that was used before. The icon also has an embossed look that makes it stand out from...
apple find my network

Apple Announces Find My Network With Support for Third-Party Devices

Wednesday April 7, 2021 10:06 am PDT by
Apple today announced the launch of its Find My network accessory program, which is designed to allow third-party Bluetooth devices to be tracked in the Find My app right alongside your Apple devices. According to Apple, the first accessory companies to take advantage of the new Find My integration include Belkin, Chipolo, and VanMoof, with devices set to be available beginning next week. ...
new m1 chip

M1 Mac RAM and SSD Upgrades Found to Be Possible After Purchase

Tuesday April 6, 2021 5:34 am PDT by
Technicians in China have reportedly succeeded in upgrading the memory and storage of the M1 chip, suggesting that Apple's integrated custom silicon for the Mac may be more flexible than previously thought. Reports of maintenance technicians being able to expand the memory and storage of M1 Macs began circulating on Chinese social media over the weekend, but now international reports have...
Intel MBP Is Thin and Lighjt

Intel Ad for 'World's Best Processor' Features a MacBook Pro

Wednesday April 7, 2021 9:51 am PDT by
Intel has been on a relentless marketing drive against Mac computers in recent weeks, positioning them as inferior to Windows laptops powered by Intel processors. In a slight slip-up, however, Intel has accidentally used a MacBook instead of a Windows laptop in one of its newest ads to promote one of its new 11th-generation chips as "the world's best processor." The ad appeared on Reddit and ...
tmobile 5g modem

T-Mobile Launches Unlimited 5G Home Internet for $60/Month

Wednesday April 7, 2021 2:18 pm PDT by
T-Mobile today hosted an Un-carrier event where the company announced the launch of a a new 5G home internet plan, which is priced at $60 per month and offers unlimited data. The service is available to more than 30 million Americans across much of the United States, including 10 million households in rural areas not typically able to access reliable broadband. Connectivity will be either 4G ...
iMessage Android featured

Apple's Rationale for Not Bringing iMessage to Android Revealed in Legal Documents

Friday April 9, 2021 2:22 am PDT by
It's no secret that Apple sees iMessage as a big enough selling point to keep the service exclusive to Apple devices, however new court filings submitted by Epic Games in its ongoing lawsuit with the company reveal just how Apple executives have rationalized their decision not to develop a version of iMessage for Android. Apple clearly recognizes the power that iMessage has to keep users...
14

Apple Seeds Seventh Betas of iOS 14.5 and iPadOS 14.5 to Developers [Update: Public Beta Available]

Wednesday April 7, 2021 10:04 am PDT by
Apple today seeded the seventh betas of upcoming iOS 14.5 and iPadOS 14.5 updates to developers for testing purposes, with the new beta updates coming one week after Apple released the sixth iOS and iPadOS 14.5 betas. iOS and iPadOS 14.5 can be downloaded through the Apple Developer Center or over the air after the proper profile has been installed on an iPhone or iPad. iOS 14.5 is the...
ipad pro and macbook pro

iPad and MacBook Production Reportedly Delayed Due to Global Chip Shortage

Thursday April 8, 2021 2:31 am PDT by
Apple is facing a global shortage of certain components for some of its MacBook and iPad models, causing the Cupertino tech giant and its suppliers to postpone production of the products, according to a new report from Nikkei Asia. According to the report, MacBook production is being hindered due to the shortage of chips mounted onto the circuit board before final assembly, which is a key...