Apple is exposed or will launch a 5G mobile phone next year： South Qualcomm’s Samsung will provide chips.

　　After reconciliation with Qualcomm, Apple will support the 5G iPhone or launch it in 2020. In addition to Qualcomm’s possible provision of 5G modem chips for Apple, Samsung may become another supplier of 5G chips for Apple in a specific market.

　　Guo Ming, an analyst known as the "Oracle of Apple", made this prediction in his latest report.

　　According to the technology website MacRumors reported on April 22nd, Apple has been committed to diversifying its supply chain to reduce risks, improve the company’s bargaining power and reduce costs. Many suppliers compete on price, which can help Apple ensure the profit of orders.

　　Guo Ming’s report said: "After the patent dispute between Apple and Qualcomm ended, the two sides signed a six-year patent license agreement, which means that the new 2H20 iPhone model will support 5G, and Qualcomm and Samsung are potential suppliers of 5G straps."

　　On April 16th, US time, Apple and Qualcomm reached a settlement agreement, and both parties withdrew their legal proceedings worldwide. According to the press release made public by both parties, the settlement agreement included an unknown amount of money paid by Apple to Qualcomm, and the two companies also reached a six-year license agreement, which took effect on April 1, 2019, including two-year extension option and a multi-year chipset supply agreement. Subsequently, Intel announced its withdrawal from the manufacturing of 5G modem chips.

　　Guo Ming’s report commented on this: "The market is worried that Intel’s disappointing research and development of 5G lace-up chips may be the biggest uncertainty factor for Apple’s 2H20 iPhone model to apply 5G, but we believe that this uncertainty has been eliminated after Apple and Qualcomm terminated the patent dispute and reached a six-year chip patent licensing agreement, and Intel announced its withdrawal from the 5G lace-up chip business."

　　According to the above report, besides Qualcomm, Samsung may become another supplier of 5G chips for Apple in a specific market.

　　According to the report, "We expect Apple to adopt Qualcomm’s 5G lacing chip in the mmWave market and Samsung in the Sub-6GHz market, thus reducing supply risks, reducing costs and improving bargaining power."

　　Guo Ming believes that 5G will be a boon to iPhone sales and Apple’s supply chain in 2020. He predicts that the total iPhone shipments in 2020 may reach 195-200 million units, including 70-75 million 5G models launched in the second half of 2020.