TF Securities analyst Ming-Chi Kuo yesterday released a new report on Apple’s supply chain when it comes to the iPhone of 2019 and 2020. According to Kuo, iPhone 2019 will have “big changes.” great “about antenna structure due to shift in supply chain and technology.
From November 2018, Mr. Kuo predicted that the iPhone 2019 would use the new MPI (modified-Pl) antenna structure, but now he has strengthened his forecast. Currently, iPhone XS, XS Max and iPhone XR are limited by liquid crystal polymer (LCP) polymer technology. Mr. Kuo said that production issues around LCP caused problems with high-frequency mobile network data transmission.
Meanwhile the shift to the MPI antenna structure on iPhone 2019 will bring improvements in both cost and production capacity. For users, it has basically the same performance as the LCP for 4G LTE signals.
However, Mr. Kuo said that the cost of antenna technology in 2019 will increase from 10% to 20% compared to last year due to new super-wide bandwidth upgrades. This improvement will also improve iPhone performance when navigating indoors, enabling better identification of misplaced objects. In February, Mr. Kuo also mentioned this upgrade.
The new antenna structure on iPhone 2019 will lead to Apple using an MPI antenna and an LCP antenna above the camera body, and three other MPI antennas at the bottom of the device. This transition will be temporary and Apple will return to using LCP antennas in 2020 when they launch iPhone 5G.
Finally, Mr. Kuo said that iPhone shipments in the second half of 2019 will be almost unchanged compared to last year. Last month Mr. Kuo predicted that the iPhone 2020 will use modems from both Qualcomm and Samsung and said switching to 5G will help Apple bring iPhone sales to 200 million in 2020.