In a new investment report released on behalf of Tianfeng international, Guo Mingfu, a well-known analyst, once again described the new iPhone in the autumn of 2020.
According to Guo, the antennas of the new iPhone next autumn will be upgraded to LCP soft board (liquid crystal polymer), including the iPhone 11 iteration model. Currently, the iPhone 11 adopts the MPI soft board with better cost, while the Pro Series, including the iPhone XS series, are LCP soft board antennas.
More importantly, Guo again confirmed that the new iPhone 20h2 will have 5g model, and will support millimeter wave high frequency band with considerable speed. In terms of internal structure, the 5g new iPhone will carry three LCPs exclusively.
In addition, the iPhone 7, which does not use the LCP antenna, has shut down production and declining shipments of the XR. The iPhone SE2 in the first half of next year will carry the LCP antenna supplied by Jialianyi, and the proportion of iPhone shipments from the LCP soft board will reach 70 per cent next year.
In addition, in addition to Murata and jialianyi, Pengding, which supplies LCP for Apple watch, or enters the iPhone supply chain.
It is reported that LCP (liquid crystal polymer) is a new thermoplastic organic material, which can realize high-frequency and high-speed soft plate on the premise of high reliability. At the same time, LCP has excellent electrical characteristics.Given that the 5g iPhone is probably high baseband exclusive, the signal may not be a problem any more.