Apple will release a total of six new iPhone 12 models in the fall of 2020, Rosenblatt Securities said in a report on Monday.
According to Rosenblatt , the iPhone models include:
- iPhone 12 4G with 6.1-inch LCD screen and dual rear cameras
- iPhone 12 Pro 4G with 5.4-inch OLED screen and dual rear cameras
- iPhone 12 Pro 5G with 5.4-inch OLED display and dual rear cameras
- iPhone 12 Pro Plus 4G with 6.1-inch OLED display and triple rear camera with ToF
- iPhone 12 Pro Plus 5G with 6.1-inch OLED display and triple rear camera with ToF
- iPhone 12 Pro Max 5G with 6.1-inch OLED display and triple rear camera with ToF
The forecast is different from that of Tianfeng International analyst Ming-Chi Kuo, who said in a report last week that Apple will release 4 new iPhones with OLED panels in 2020, and will also release the low-priced model "iPhone SE 2 ".
Rosenblatt analysts believe that wireless charging will be added to the next iPhone 5G and 4G devices, "because 5G consumes more power than 4G." The memory may be consistent with the iPhone 11 series, and Apple may upgrade the DRAM of iPhone 5G models that cost more than $ 1200.
When it comes to iPhone 5G sales expectations, Rosenblatt is bearish. The agency estimates that iPhone shipments will reach 30 million units in 2020, with less than 20 million units sold. The company believes that Android 5G devices will begin to take Chinese market share from Apple.
For Apple, the cost of 5G devices is also an issue. Rosenblatt predicts that the average selling price of iPhone 5G devices is expected to be $ 200 higher than its 4G devices. The lack of a "mid-priced 5G smartphone" also makes Rosenblatt not expect Apple's iPhone sales in 2020.
Rosenblatt also said that Apple is cutting the production of iPhone 11 Pro and iPhone 11 Pro Max as of the December quarter of 2019 and the quarter of March 2020, with a reduction of up to 25%. It is expected that the number of orders will be more than 5 million.
Rosenblatt Securities predicted in its report that the production of iPhone 11, iPhone 11 Pro and iPhone 11 Pro Max as of the March quarter of 2020 will decrease by 60% month-on-month. The decline in production may be due to the decline in user interest in 4G smartphones.
For the above report, Morgan Stanley gave a different voice. It believes that all signs from the supply chain show that the overall performance of the iPhone 11 series such as iPhone 11 Pro and iPhone 11 Pro Max is strong.
So far, other Wall Street analysts have been much more optimistic about the iPhone 11 lineup. Specifically, it is said that the iPhone 11 sales are far better than expected, and the iPhone 11 Pro "in the United States (sales) also exceeded expectations."
Rosenblatt still rated Apple stock as "sell" and set its market price target at $150.
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