5G iPhone shipments could be “much weaker” than expected

Apple suppliers are expecting a major reduction in component orders for the rumoured 5G-ready iPhone 12 this year, according to a new report by DigiTimes.

The report claims that Apple is preparing for a 50% drop in shipments from previous estimates for new handsets that support new mmWave tech with the view to front-loading sales in the early months of 2021.

The news was divulged by several unnamed sources in Apple’s supply chain, according to DigiTimes, with those familiar with the matter claiming that 5G iPhone shipments will be “much weaker” than previously anticipated.

“Shipments of mmWave-enabled 5G iPhones slated for launch later this year are estimated to reach only 15-20 million units in 2020 compared to a previous supply chain estimate of 30-40 million units,” the report notes.

It added that the move will lead to greater competition between suppliers of FC-AiP substrates for the next-gen iPhones in the coming months.

DigiTimes does not have a stellar record in outing potential new features for Apple devices, but it has been more hit than miss when talking about suppliers and manufacturers that the company deals with on a regular basis.

New iPhone 12 leaks are now popping up almost daily, so it is becoming increasingly difficult to separate unsubstantiated rumours from facts.

Broadcom, for example, hinted at a “major cycle delay” recently, while other analysts have claimed that the next iPhone is still on track to release in October.

The iPhone 12 is expected to come in four shapes and sizes and every one should have 5G connectivity for ultrafast mobile data speeds.

One bone of contention is the type of 5G tech though, with some claiming that only the iPhone 12 and iPhone Pro Max will house faster mmWave.

The rumours are likely to continue for some time yet as there are still almost three months until Apple is expected to reveal its plans for the next iPhone.

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About the author


I've been a passionate evangelist for Apple and the Macintosh throughout my working life, my first love was a Quadra 605 working with a small creative agency in the south of Norfolk UK in the mid 1990's, I later progressed to other roles in other Macintosh dominated industries, first as a Senior graphic designer at a small printing company and then a production manager at Guardian Media Group. As the publishing and printing sector wained I moved into Internet Marketing and in 2006 co-founded which grew to become one the top 200 visited sites in the US (according to Quantcast), at its peak receiving over 15 million visits per month. For the last ten years I have worked as an Affiliate and Consultant to many different business and start ups, my key skill set being online marketing, on page monetisation, landing page optimisation and traffic generation, if you would like to hire me or discuss your current project please reach out to me here.

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