Recently, Tianfeng International analyst Guo Minghao gave an analysis report today that Apple’s iPhone this year will not support 5G networks, and the three new models launched in 2020 will support 5G networks, but the low-end 6.1 inches. The version is still not supported due to cost reasons.

In this report, Guo Minghao pointed out that the three iPhones that Apple will release in 2019 are not much different from last year. The main upgrade is the rear camera, but by 2020, they will adjust. Two of the new models support 5G networks, of which Qualcomm will be the main supplier of 5G baseband, and Samsung will be included.

In the new machine sold in 2020, the shipment of 5G iPhone will account for 60%, which also highlights the strategic enthusiasm of Apple's 5G mobile phone (do not want to be robbed by competitors because the mobile phone does not support 5G network). The United States is Apple's home base, so they may launch a 5G iPhone that only supports Sub-6GHz (the US mainstream 5G technology is mmWave).

The current status quo is that after the reconciliation with Qualcomm, Qualcomm has released some 5G baseband chip source code for Apple to develop 5G PA/RF, while the three iPhones released in 2019, the 4G baseband supplier is still Intel. Qualcomm did not get the order, because the corresponding purchase was confirmed in April this year, when Qualcomm and Apple have not settled.

The 2020 iPhone leapfrog development

Although the 2019 iPhone has not yet been released, from the current situation, the new machine will not have much innovation. Guo Minghao also pointed out in the report that Apple is doing this first to chase the manufacturing cost maximization, and the second is also In order to leave more preparation time for the big innovation of the new machine next year.

As for the three new iPhones to be released in 2020, Apple may be adjusted in size. The high-end series screens are 6.7 inches and 5.4 inches (both OLED screens), while the low end is 6.1 inches, but the screen material From the original LCD to OLED, only the high-end support for 5G network in the three new models, it is expected that the PA usage of each 5G iPhone is 200% of the current iPhone (to use 9 PA RF chips, the yuan is higher than the current iPhone) 3 RF chips.), Broadcom will be the main winner.

With the steady supply of 5G baseband and the cost reduction, Apple will allow all new iPhones to support 5G baseband in 2021.

Launched self-developed 5G baseband in 2022

Although it has been reconciled with Qualcomm, but Apple has not given up the intention of self-developing 5G baseband, but instead recruits more technology gods to join related projects. Earlier media reports said that Apple even interested in acquiring Intel's German R&D department (Infineon). Guo Minghao also pointed out in the report that Apple is expected to launch its own 5G baseband chips in 2022 or 2023. Before launching the self-developed baseband, they will cooperate with the global mainstream operators to test the stability of the baseband. This process is very time consuming.

Before the launch of the self-developed 5G baseband, Apple will use Qualcomm's 5G baseband chip, but will not use Qualcomm's ready-made RF360, but use its own PA/RF design, which can be seen as Apple's own 5G baseband chip. prepare for. At present, Apple and Broadcom supply agreement has been adjusted, the main adjustment is 4G PA for 5G band re-farming and joint development to replace RF360 5G PA / RF (only Apple can use).