mmWave 5G iPhone 12 shipments could be cut in half by pandemic, says KuoKuo says the impact of the pandemic on 5G infrastructure may drastically reduce shipments.
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Shipments of Apple's mmWave iPhone 12 may be drastically reduced over the next two years.
That's according to supply chain analyst Ming-Chi Kuo.
A new research note says the pandemic has impacted 5G infrastructure, which could reduce shipments by 50%.
The impact of COVID-19 on global 5G infrastructure installation may cut shipments of Apple's mmWave 5G iPhone 12 in half over the next two years.
In a research note seen by iMore, supply chain analyst Ming-Chi Kuo says that due to the impact of COVID-19, the global installation of 5G mmWave base stations is lower than expected. As a result, shipments of Apple's mmWave 5G iPhone 12 will be significantly reduced. Kuo says that shipments in 2020 and 2021 will only reach 4-6 million and 25 million respectively, a drastic revision on the market consensus of 10-20 million and 40-50 million units.
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mmWave 5G iPhone 12 shipments could be cut in half by pandemic, says Kuo
