Apple’s new iPhones will offer relatively few design changes from last year’s iPhone, according to semiconductor analysts at Barclays.
Barclays said the new phones with have a third camera lens on the back, backing up previous reports about the next iPhone.
5G and other bigger changes are expected in 2020.
In a note to investors Friday, Barclays semiconductor analysts said that Apple’s 2019 iPhones will again offer “relatively few design changes” and that the company’s bigger update for the iPhone is planned for 2020.
In September 2018, Apple launched the iPhone XR, iPhone XS and iPhone XS Max, which were all fairly similar to the iPhone X that was released in 2017.
Barclays said it expects Apple to begin production of its new iPhones sometime in July or August, though with “builds starting down ~10%” year on year to 65 million units. Apple’s sales of iPhones have plateaued as people continue to hold on to phones longer and as it faces continued headwinds in China.
“There are relatively few design changes ahead of a more material update in 2020 (5G, world facing 3D, acoustic fingerprint),” Barclays said, noting that Apple will add another camera to the back and will ship both OLED and LCD models as it did last year with the iPhone XS/iPhone XS Max and iPhone XR, respectively.
“We expect LG finally enters as a second OLED source (volumes 10-30%),” the company said…