The latest research report released by Tianfeng International analyst Mingming Guo yesterday (13) pointed out that the demand for 5G PA chips for the new iPhone in the second half of 2020 may be lower than expected.

The report reduced the amount of 5G PA chips used in each 5G iPhone. From the previous estimate, the six were significantly reduced to one or two. In his report in June 2019, Guo Mingdi predicted that Apple will add six 5G PA chips to the 5G iPhone launched in the second half of 2020, including two each of n41, n77 and n79.

However, the latest survey shows that n41 is no longer used due to integration with 4G mid-high frequency PA and 2x2 Uplink is cancelled. Therefore, it is expected that each 5G iPhone in the second half of 2020 will use 1 or 2 5G PA chips, which should be one for n77 and n79 each. , Or n77 and n79 are integrated into one.

In addition, Qorvo and Skyworks will replace Broadcom as the iPhone 5G PA supplier, and Broadcom will only focus on the supply of n41 mid- and high-frequency PAs (Broadcom is almost the sole supplier of iPhone 11 series mid- and high-frequency PAs). It is worth mentioning that, due to Broadcom's withdrawal from the iPhone 5G PA supply, the stable iPhone 5G PA business is lower than expected and faces the risk of decline from the Chinese mobile phone market. Although it is looking at the stable long-term trend, the company's overall business The long and short situation is unknown.

The supply chain states that Apple ’s adjustment of 5G PA is due to the excessive demand for the iPhone 12 to reduce the pressure on component supply, and the other is to control component costs.