In the second half of 2020, the 5G millimeter wave iPhone 12 (mmWave 5G iPhone) will use a high unit price AiP (packaged antenna), Tianfeng International analyst Ming-Chi Kuo said in a report released at noon today.
If the epidemic can be significantly improved in March, it is estimated that the new iPhone series shipments in the second half of 2020 will be about 80 million units this year, of which mmWave models will account for about 20-25%, he predicted.
The report estimates that there will be 3 AiPs per mmWave iPhone, and the AiP price per mmWave iPhone is expected to be $ 40–50.
He also said that due to higher-than-expected demand for AirPods Pro, it is expected that parts shipments will increase after the outbreak of the new crown pneumonia epidemic, and shipments of AirPods series products in 2020 are expected to be about 80 million to 90 million units.
Among them, AirPods Pro accounted for about 40% or more of the overall shipment of AirPods, which was higher than market expectations.
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