Kuo: Apple would pay 40-60% less for the CPU by switching away from Intel
In Kuo’s mind, ARM-powered Macs would help boost annual Mac sales from about twenty million units currently to as many as thirty million units over time.
Analysts
Kuo: iPhone gaining a bigger sensor & sensor stabilization in 2020, periscope lens in 2022
These improvements could result in optical image stabilization for Apple’s ultra-wide lens whilst enabling deeper optical zoom up to ten times.
Kuo: updated MacBook Pro and Air models with scissor keyboards arriving by the summer
Following positive market response to the 16-inch MacBook Pro, updated MacBook Pro and Air models with reliable scissor keyboards should drop by the summer.
Kuo: expect a radical major Mac notebook chassis redesign in 2021
An all-new industrial design for the MacBook line should be expected in the second or third quarter of 2021.
Kuo: first ARM-ed Mac models arriving in late 2020 or early 2021
The revered Apple analyst has added a timeline to the prediction of ARM-powered Macs, saying the Cupertino giant will make the move sooner than he originally anticipated.
Kuo: Apple is proactively maneuvering to diversify iPhone 12 camera lens suppliers
The reliable analyst predicts that Apple’s iPhone production will not improve materially until the second quarter of 2020.
Kuo: AirTags production to ramp up in the second or third quarter ahead of a fall release
Apple’s oft-rumored tracking accessory, dubbed AirTag, could arrive alongside the next iPad Pro and iPhone in September.
Kuo: 5G iPhone may not support 2×2 MIMO uplink for maximum upload speeds
Apple’s upcoming iPhone 12 models will bring 5G functionality, but it won’t support 2×2 MIMO uplink that would enable a bit faster maximum uploads.
Kuo predicts iPhone shipments for the quarter will drop by ten percent due to the coronavirus
The coronavirus outbreak has prompted the most reliable Apple analyst to cut his shipment guidance for the first quarter of 2020 by ten percent.
If these US streaming service market stats are accurate, Apple TV+ is already a success
If the latest numbers covering the US streaming service market are anything to go by, Apple TV+ has more subscribers than Hulu and Disney+
Barclays: Apple to ditch Lightning from at least one iPhone in 2021, won’t be switching to USB-C
Could this be a completely wireless iPhone with no buttons? Would such a device be absolutely stupid or stunning?
Kuo: all iPhone 12 models will support faster mmWave 5G
Contrary to earlier rumors, a noted Apple supply chain analyst said that Apple’s new 2020 models will support the entire 5G spectrum.
