Barclays analyst Blayne Curtis and his associates today shared their expectations for both 2019 and 2020 iPhones following their trip to Asia earlier this month, where they met with some suppliers within Apple’s supply chain.
Our summary of the research note, shared with MacRumors:
- The trio of high-end 2020 iPhones will have relatively few design changes, beyond additional rear camera lenses, with production set to ramp up in the typical July-August timeframe
- 3D Touch will be eliminated in all 2020 iPhones as Barclays previously predicted, possibly signaling a Haptic Touch expansion
- The next-generation iPhone XR will have 4GB of RAM, up from 3GB, as previously predicted by analyst Ming-Chi Kuo
- 2020 iPhones will have more significant changes, including 5G support, 3D sensing via the rear camera system, and acoustic fingerprint technology that could allow for full-screen Touch ID
- “A few suppliers” mentioned a potential “iPhone SE 2” with iPhone 8 internals in early 2020, but others had no knowledge of it
- LG may become a secondary supplier of OLED displays for 2020 iPhones, with a 10-30 percent split of orders with Samsung, ahead of Apple transitioning all of its iPhones to OLED as early as 2020
Other rumors have suggested that 2020 iPhones will feature frosted glass casing, larger batteries, and a bilateral charging feature that allows users to charge AirPods or an Apple Watch by placing them on the back of the iPhone.
Apple will likely unveil its latest 2020 iPhones in September as usual at Steve Jobs Theater.
One thing to note is that the new 2020 iPhones likely won’t support 5G:
As tested Qualcomm 5G chips as the companies explored the settlement., Apple and Qualcomm recently settled their court battle over patent licensing and reached a multiyear-licensing and chipset supply agreement. It may have been Apple’s interest in 5G chips that convinced it to compromise, according to analysts, as a Nikkei report says the company had
Apple’s most recent phones — the according to the Wall Street Journal., and — all use modems built by Intel, which had previously announced plans for a 5G modem ready for commercial devices in the second half of 2019, . But recent reports suggested that the company’s 5G technology would not be ready until 2021. Hours after the Apple and Qualcomm settlement, Intel announced it would and is exploring the possibility of selling its modem chip business to Apple or another tech company,