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Rosenblatt Securities: Apple is working on six models of the iPhone 12

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Published on Dec 09, 2019

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Rosenblatt Securities: Apple is working on six models of the iPhone 12

In a long note to investors seen by AppleInsider, Rosenblatt outlined the expectations for the iPhone models that they expect to see in 2020. Just like the other predictions, Rosenblatt believes that there will be a version of the iPhone IF 2 at the start of the year, followed by a group of models of the iPhone 12 in the fall.

The iPhone WHETHER 2, that will be launched in march, will be a 4G smartphone with an LCD display, 5.1 inch display and a single rear-facing camera, says the company. Rosenblatt, like many of the previous rumors, it believes that it will be equipped with the current processor A13, and Apple could include the Touch ID on the new device cost, a move that very likely is expected to allow the iPhone maker to “clean up [some] old inventories of components“.

Despite the potential popularity of the device, the analyst of the Rosenblatt Jun Zhang doubts that the device will be “attractive, like the iPhone, 11” for customers due to the cheap price of the iPhone 11, more promotions for the iPhone in China and the expectation that the chinese market of the 4G “will go down dramatically,” at the beginning of the year.

For the iPhone series 12, Zhang predicts that there will be a much wider range of models among which to choose that Apple has ever offered before, in part because of the introduction of the 5G.

The predictions of the models of the analyst include:

To further complicate things, Zhang also suggests that the iPhone 12 Pro 5G could be offered in variants that support only the sub-6GHz or add compatibility mmWave.

With everything on the table, the analyst aims to cover its forecast, warning its clients that while Apple is working on “multiple projects at the same time” for the next iPhone, does not have “a clear idea of which model and version will be launched“.

Also most of the devices outlined in the research note indicate a launch in September, Zhang suggests that the iPhone 12 Pro 5G might be launched in the spring of 2021, for “turning to the market of 5G mid-range“.

The transition to the iPhone 5G is also bringing some changes in the design of the devices. For the chassis, the models 4G and the variants sub-6GHz could use an alloy frame, said Zhang. Those with support mmWave will use potentially a steel frame with holes, in order to improve the signals mmWave who are more sensitive to interference from the local environment and the distances.

When it comes to density radio (or content RF) in the new iPhone, the analyst believes that the models 5G will require about 30% more components than those of the iPhone 4G existing. For models of less than 6 GHz, Broadcom and Rails should see more orders from Apple, while it is believed that the versions mmWave use components, Qualcomm, and some of the filters from Avago.

The feature of wireless charging of new devices will be improved, “because of the battery consumption of 5G's fastest 4G“. The specifications of memory are likely to remain the same in the current generation for the base models, while the models of iPhone 5G dear there might be some interesting news.

With regard to sales expectations of the iPhone 5G, Rosenblatt is certainly bearish, with estimates between 20 and 30 million units. The company believes that Android devices, 5G will begin to win market share from Apple in China at the beginning of the year 2020, where the deployment of 5G will enjoy an advantage of several months on the majority of markets, including all of North America.

For Apple, the costs associated with the launch of devices, 5G will also be an obstacle, according to the company, with the average selling price of the iPhone 5G that will be about $ 200 more than their equivalent of 4G.

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