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Shipments of mmWave-enabled 5G iPhones slated for launch later this year are estimated to reach only 15-20 million units in 2020 compared to a previous supply chain estimate of 30-40 million units, intensifying competition among Apple's suppliers of FC-AiP substrates for the new phones, according to industry sources.Apple is believed to be designing its own antenna-in-package or "AiP" module for mmWave iPhones, which use a set of 5G frequencies that promise ultra-fast speeds at short distances, making it best suited for dense urban areas. By contrast, sub-6GHz 5G is generally slower than mmWave, but the signals travel further, better serving suburban and rural areas.
The upcoming mmWave 5G iPhones will adopt more cost-effective FC-AiP process, with ASE Technology to package AiP modules, the sources said. But Apple reportedly has finalized three suppliers of BT-based FC-AiP substrates, including one based in Taiwan and two in South Korea, and they will together supply 30-50 million substrates, the sources said, adding one iPhone will require 2-3 AiP modules.Prior to the global health crisis, analyst Ming-Chi Kuo said Apple was still on track to release both sub-6GHz and sub-6GHz-plus-mmWave "iPhone 12" models simultaneously in the second half of 2020, with shipments beginning in the late third quarter or early fourth quarter.
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