Is Apple Killing Lightning?*

*If noted supply-chain exfiltrator extraordinaire Kuo Ming-Chi of TF International Securities is to be believed.

Yes, Kuo dropped another spoiler bomb this week, this time concerning the five — yes, five — new iPhones he is expecting from Apple in 2020. Including 4 versions of the iPhone 12 and, this time, all OLED. And... maybe not all Lightning in 2021...

It lines up, in part, with similar supply-chain exfiltrations earlier in the week from Samik Chatterjee of JPMorgan, who also suggested Apple might start splitting its release schedule between spring and the traditional fall and…

I have so many questions.

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LINKS:

• Kuo: Apple to Launch Five iPhones in 2020, Including 5.4-Inch, Two 6.1-Inch, and 6.7-Inch Models With 5G - MacRumors
• Kuo: Apple to Launch 'Completely Wireless' iPhone Without Lightning Connector and 'iPhone SE 2 Plus' With Touch ID Power Button in 2021 - MacRumors
• Apple could change its annual iPhone release schedule, JP Morgan says

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