Supply-chain analyst Ming-Chi Kuo of TF International Securities says all three 2020 new iPhones will come with 5G connectivity.
The new iPhones are expected to be significantly redesigned and will include 6.7-inch, 5.4-inch, and 6.1-inch screen sizes. The phones are also expected to have OLED displays.
Kuo said that the Intel modem business acquisition means Apple now has more resources to support 5G on more models sooner. It also sees 5G as a required feature, with the expectation that $350 Android devices will exist by the second half of the 2020 touting 5G connectivity, and Apple will need to compete.
Kuo believes that the 5G iPhone models will support both mmWave and sub-6GHz bands. This will allow the iPhone to interoperate well with the 5G cell towers installed across the United States.