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According to Kuo, in its research note with TF International Securities, Apple will change "significantly" its flagship design for iPhone next year. Specifically, the new devices will feature a new metal frame with "a more complex segmentation design, new trenching and injection molding procedures, as well as a sapphire or glass lid assembly to protect the molding structure by trench injection ".
We expect that the new design of the iPhone 2H20 will change significantly […] Metal frame and 2 / 2.5D front and rear windows are still used, but the surface of the metal frame will be modified to adopt a design similar to that of the iPhone 4, thus replacing the current surface design .
Jony Ive's design for the iPhone 4 was the first smartphone to introduce the concept of an aluminum frame with apparent squared edges, sandwiched between two reinforced glass panes – a design that was copied in different ways in the smartphone industry.
The Apple iPhone has undergone several changes since, with the latest iPhone 11 using an aluminum frame that wraps the rounded corners of a screen housed in a fully glass housing and iPhone 11 Pro devices sharing a matte glass material enclosed in a durable stainless steel case. steel frame. Apple has notably adopted a different design for the iPad Pro, with a more industrial headband on the sides that also recalls the iPhone 4.
Kuo think that the grooving and metal injection in the course of next year's iPhone will reduce the negative impact of metal shielding on the high frequency transmission efficiency of the internal antenna, while the use Sapphire or tempered glass on the groove will serve to protect injection molded structure.
Due to the change in the design of iPhones next year, Kuo think the cost of metal frame and showcase will increase significantly, with a maximum increase of 50 to 60% and 40 to 50% respectively . If the grooved lid is made of tempered glass, Kuo sees an increase in frame and metal frame costs of around 25-35% and 20-30%, respectively.
The report predicts that the new design will be a major selling point that will contribute to the revenue and profitability of suppliers. Combined with 5G support, Apple's smartphone shipments will grow to 85 million units by 2020, compared with 75 million new iPhone shipments in 2019.
In a previous note, Kuo said the 2020 iPhones will be available in new sizes. He thinks that Apple will release high-end iPhones of 5.4 and 6.7 inches with OLED displays, as well as a 6.1-inch model with a screen OLEDs. Two of the phones will also feature a rear-facing 3D flight-time camera, which will support augmented reality and enhance the camera experience.
Kuo also said that next year's three iPhones will support 5G networks, for which Apple will use Qualcomm's 5G modem. Despite its acquisition of Intel's smart phone modem business, Apple will not use its own baseband before the launch of the iPhone 2022. Kuo think that Apple will first test its own baseband products in a new Apple Watch and other future devices.
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