Kuo: Apple will miss the shipment targets for mmWave-enabled iPhone 12 models
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Ming-Chi Kuo has posted a new investor note, claiming that shipments of 5G mmWave-enabled iPhones will fall far short of the current market predictions for this year as well as next year.
Kuo forecasts that Apple will manage to ship 4-6 million iPhones with mmWave in 2020 and 25-35 million in 2021. For comparison, market estimates for this year were 10-20 million and 40-50 million for next year.
He attributes this to the slower than expected rollover of mmWave base towers, a result of the COVID-19 pandemic. It makes sense as mmWave is intended for crowded public areas with many thousands of simultaneous users (stadiums, busy squares, etc.). And those are exactly the areas to avoid this year.
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All iPhone 12 models are expected to support 5G. However, based on current rumors the vanilla models will only have the slower sub-6GHz flavor of 5G while mmWave, which promises gigabit speeds, will be exclusive to the iPhone 12 Pro models.
Note that getting a Pro model doesn't guarantee that it will support mmWave. Rather it will be market dependent – according to Kuo, the US, Canada, the UK, Japan and South Korea are getting mmWave-enabled phones. Europe has a few mmWave networks on the mainland, but may still get only sub-6GHz phones. Also, production issues may have caused the mmWave iPhones to run two months behind schedule.
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Reader comments
- Anonymous
- 02 Sep 2020
- Kxr
Even if we assume that 80% are using low end phones. 20% are using expensive ones which translates to 100 plus million users way more than Europe. All those 100 million users will eat up your island country for breakfast.
- MrLong
- 02 Sep 2020
- xZI
80%+ phone users are low-end or other budget phones anyway. Probably suggesting you can check realme sales in India.
- MrLong
- 02 Sep 2020
- xZI
Sorry, but he's right. EU market for Apple is still bigger than India. India is small-time as most users are extremely price-sensitive. I can't believe myself if a guy complains a Poco F2 Pro costing less than $400 in India e...