Kuo: mmWave 5G iPhones Have 'Potential Delay Risk,' Production on 6.7-Inch iPhone Delayed to October
Some of Apple's upcoming 5G iPhones could see a delay in production, according to Apple analyst Ming-Chi Kuo in a note shared with investors. mmWave models, which will feature the fastest 5G functionality, have a "potential delay risk" and may launch outside of the normal timeline.
Production on the mmWave iPhone may be pushed back because of changes to the antenna package that were made in early April, and delays in qualification process services.
The mmWave iPhone will be pushed back because the design of the antenna in package (AiP) changes in early April. Additionally, the test lab is closed and can't offer qualification process services. If the pandemic can't be controlled well until July, then we think that the shipment allocation of mmWave iPhones will decrease to 5-10% from 15-20%.
Kuo says the rumored 6.1-inch and 5.4-inch iPhones will go into mass production in September, but mass production on the larger 6.7-inch iPhone will be delayed until October because it has the "most complicated" design.
Apple decided to start the online qualification process remotely and delegate more tasks to local employees for new iPhone development. The change takes time; therefore, it had caused a one-month delay in entering the engineering verification test (EVT) for all new 2H20 iPhones. We believe that there is a likelihood that new 2H20 6.1-inch and 5.4-inch iPhones will go into mass production in September. The mass production of the new 2H20 6.7-inch iPhone will be delayed to October because this model’s design is the most complicated.
Delaying mass production on the 6.7-inch iPhone until October would result in the iPhone launching later in the fall than expected. Other rumors have also suggested Apple could stagger iPhone launches this year due to production and verification process delays.
According to Kuo, iPhone SE sales were better than expected, but overall demand for iPhones is down. In the worst case scenario, Kuo estimates second quarter iPhone shipments of 29 to 32 million units, declining 20 to 25 percent year over year.
If consumer confidence and purchasing power recover in the third quarter of 2020, iPhone shipments could fall as little as 10 to 15 percent year over year.
Popular Stories
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models as of April 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone ...
If you missed the video showing dummy models of Apple's all-new super thin iPhone 17 Air that's expected later this year, Sonny Dickson this morning shared some further images of the device in close alignment with the other dummy models in the iPhone 17 lineup, indicating just how thin it is likely to be in comparison.
The iPhone 17 Air is expected to be around 5.5mm thick – with a thicker ...
While the so-called "iPhone 17 Air" is not expected to launch until September, there are already plenty of rumors about the ultra-thin device.
Overall, the iPhone 17 Air sounds like a mixed bag. While the device is expected to have an impressively thin and light design, rumors indicate it will have some compromises compared to iPhone 17 Pro models, including only a single rear camera, a...
Despite being more than two years old, Apple's AirPods Pro 2 still dominate the premium wireless‑earbud space, thanks to a potent mix of top‑tier audio, class‑leading noise cancellation, and Apple's habit of delivering major new features through software updates. With AirPods Pro 3 widely expected to arrive in 2025, prospective buyers now face a familiar dilemma: snap up the proven...
Apple plans to release an all-new super thin iPhone this year, debuting it alongside the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max. We've seen pictures of dummy models, cases, and renders with the design, but Lewis Hilsenteger of Unbox Therapy today showed off newer dummy models that give us a better idea of just how thin the "iPhone 17 Air" will be.
The iPhone 17 Air is expected to be ...
Starting today, April 24, Apple Stores around the world are giving away a special pin for free to customers who request one, while supplies last.
Photo Credit: Filip Chudzinski
The enamel pin's design is inspired by the Global Close Your Rings Day award in the Activity app, which Apple Watch users can receive by closing all three Activity rings today. The limited-edition pin is the physical...
Apple's $570 million fine from the EU has triggered a sharp rebuke from the White House, which called the fine a form of economic extortion, Reuters reports.
The fine was announced on Wednesday by the European Commission, following a formal investigation into Apple's compliance with the bloc's Digital Markets Act (DMA), a landmark piece of legislation aimed at curbing the market dominance of ...
When an iPad running iPadOS 19 is connected to a Magic Keyboard, a macOS-like menu bar will appear on the screen, according to the leaker Majin Bu.
This change would further blur the lines between the iPad and the Mac. Bloomberg's Mark Gurman previously claimed that iPadOS 19 will be "more like macOS," with unspecified improvements to productivity, multitasking, and app window management,...
