While 5G smartphone shipments increased significantly in 2020, most of them only supported Sub-6 GHz. We believe that mmWave will create more diverse applications than Sub-6 GHz because of the benefits of faster speed and lower latency. The mmWave model of the iPhone 12 only supports the US market, and the shipment allocation of the total iPhone 12 is about 30–35%. We predict that the iPhone 13 mmWave models will be available in more countries (e.g., Canada, Japan, Australia, and major European mobile operators), so the shipment allocation of iPhone 13 mmWave models will increase substantially to 55–60%.
Notably, alleged schematics for the iPhone 13 have shown a larger mmWave antenna window on the edge of the iPhone. Other changes predicted include a smaller notch, improved cameras, LTPO (120 Hz) displays for the Pro models, and more.
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