In a note to clients — as noted by CNBC— JP Morgan analyst Samik Chatterjee expects Apple’s 2020 iPhones to spur growth in unit sales, thanks to four new models, including a low-cost version and three models with 5G modems.
He writes: “Our expectations include all three Sep-2020 iPhones (5.4″/6.1″/6.7″ screen sizes) will adopt OLED displays and 5G baseband modems (with support for mmWave frequencies), and at least two of the three models adopting world facing 3D Sensing (Time of Flight) driving industry leading AR/VR capabilities which can be leveraged by custom built applications (including games).”
The Sellers Research Group (that’s me) thinks there’s a 90% chance that Chatterjee is dead-on in his forecast. However, I only think there’s a 30% chance that a DigiTimes report is correct in predicting that Apple will remove 3D Touch from all the iPhone 11 models coming this year.
