5G iPhones – Kuo says we can expect less super fast 5G

This is the year of 5G iPhones, but the biggest unknown around the iPhone 12 which is The flavors We will get 5G. All models in all countries are expected to support sub 6GHz 5G. This is effectively the next step from 4G / LTE, with similar range but only a relatively minor bump in speed.

But when people talk about super-fast 5G, they are talking about a very different animal: mmWave 5G. This is more common with WiFi than traditional mobile data. And it seems that less than expected iPhones will have this high speed capability …

The background

We have summarized the difference before.

Sub-6GHz 5G will be relatively widely available at the time of the launch of the iPhone 12. It offers some faster speeds than LTE, but not dramatically. This provides lower latency and more capacity per cell tower, so more people should be close to the advertised speed of 100–150Mbps.

mmWave 5G is the fastest standard, theoretically capable of gigabit speeds, but more generally offers about half that – around 500Mbps. However, this is an extremely small limitation: much closer to WiFi than LTE. This means that it will be available only in very limited areas, such as airports, large transit stations, stadiums and tourist spots.

It is expensive to offer mmWave 5G, with a recent report suggesting that Apple’s cost will be $ 50 per iPhone added to the iPhone. Being the case, it is expected that not all iPhone 12 models will support the 5G standard.

There are conflicting reports about what this could mean. Some believe that mmWave will be limited to the 5G flagship model (iPhone 12 Pro and Pro Max, if Apple uses the iPhone 11 nomenclature). Others think that all models will achieve this, but only in some countries.

Kuo reports on mmWave 5G iPhones

Eminent Apple analyst Ming-Chi Kuo has come up with a new report today stating that Apple supplier Zunde will be seen to be on the back of lower growth for mmWave 5G orders from the iPhone manufacturer.

We estimate that shipments of millimeter wave iPhones in 2020 and 2021 will be 4-6 million and 25-5 million respectively. , Which is lower than the market consensus of 10–20 million and 40–50 million units. Therefore, Zande’s contribution from the millimeter-wave iPhone higher single-piece components would be lower than expected.

The report still does not shed any direct light on whether the mmWave will be limited by the 5G model or the country, but a sentence in it may indicate one.

We believe that due to the impact of COVID-19, the global 5G millimeter wave base stations are lower than expected.

If this issue reduces the rollout of base stations, meaning that the availability of the faster 5G standard is less than expected, then the most logical conclusion would be that there is no point in offering mmWave 5G in some countries because you Will rarely be able to reach. To do it there. Given the substantial expense of supporting the fast standard, it makes sense to limit those with decent rollout of limited stations, and will expand to other countries next year. However, this may also mean less demand for the Pro model as the MM5 Way support will be less valuable to consumers.

In some countries – including the US – there is further question as to whether this year’s iPhones will support the so-called mid-band 5G, running in the 3550-3650 MHz range.

We will have to wait longer than usual to find answers to these questions, as Apple has announced that this year’s iPhones will ‘launch’ a few weeks later than usual, to be pushed into October.

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