The latest Apple study, released today by Tianfeng International analyst Mingfang Guo, shows that each 5G iPhone has less 5G PA (5G signal amplifier) than previously expected, with six per unit, down to one or two.
In previous reports,Guo said that there are six new 5g PA adopted by the new 2h205g iPhone, including two n41, two n77 and two N79 respectively. However, this has been adjusted. It is expected that one or two 5g PA chips will be used for each 5g iPhone in the second half of 2020, one for each n77 and N79, or n77 and N79 will be integrated into one.
Guo Mingfu emphasized in the report that n41 is not used because it is integrated with 4G medium and high frequency PA, and 2x2 uplink is cancelled, so there are 1 or 2 5g PA used for each new 2h20 5g iPhone (one for n77 and N79 respectively, or one for n77 and N79).
In addition, qorvo and skyworks will replace Broadcom as the iPhone 5g PA supplier, while Broadcom will only focus on the supply of the integrated n41 medium and high frequency PA (Broadcom is almost the exclusive supplier of the iPhone 11 series medium and high frequency PA).
According to the supply chain, Apple's adjustment of 5gpa is due to the excessive demand of iPhone 12, which reduces the pressure on the supply of components, and the cost control of components. After all, the price of iPhone is very high now. If the price is raised again due to the increase of cost, apple also knows the consequences. It is expected that the price of iPhone 12 will be the same as that of iPhone 11 The Pro Series is basically flat.
It also emerged yesterday that several new products to be launched in the second half of the year were disrupted by the outbreak, including Apple's new flagship iPhone 12. The industry noted that Apple has been conducting prototype design testing (POC) since June 2019, and expects to complete the second phase of the test in early February 2020 to enter the EVT, but the epidemic has delayed entering the next stage.