Apple (AAPL) Could Delay Some iPhone 5G Launches Into 2021 - Susquehanna

According to Susquehanna analyst Mehdi Hosseini's checks, Apple (NASDAQ: AAPL) is expected to have two 5G smartphone launches, with sub-6GHz models to be launched in Sep of 2020 while the mmWave launch delayed to Dec/Jan.

"The delay in the launch, according to our checks, stems from Apple's decision to in-source the Antenna-in-Package (AiP) modules instead of purchasing from the 3rd party," the analyst commented.

They now expect Apple to build and ship total of 60m 5G phones in 2H20, with a mix of 52m of sub-6GHz and to be available in Sep timeframe, and 8m of mmWave to be available by Dec/Jan timeframe. They still expect one of the sub-6GHz phones to have LCD display. All in all, they now forecast the mix of OLED display (as % of total iPhone units) to reach 45-50% in 2020, up from 34% in 2019."

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