Jurang Tayo: Desember 2019

Selasa, 31 Desember 2019

3 Tech Giants That Could Benefit From the 5G Revolution in 2020 - Yahoo Finance

Hyper-fast internet downloads. Household appliances that "talk" to the internet. Cars that talk to... each other. The 5G internet revolution is coming to America, and 2020 will probably be the first year that 5G becomes widely available to consumers.

Recognizing this, Apple made the strategic decision to keep 5G capability out of its latest iPhone model, the iPhone 11, released in September 2019. The company's next iPhone iteration, however, which will be 5G-capable, is due to arrive in late 2020.

Perhaps not coincidentally then, Wall Street analysts by and large are optimistic about Apple stock in 2020. According to TipRanks, a company that tracks and measures the performance of analysts, more than half the Wall Street bankers who have issued ratings on Apple stock over the past month rate the stock a "buy."

And Apple isn't the only stock they like. Here's what analysts have to say about it... and two other 5G-related stocks they like.

Apple Inc. (AAPL)

But let's consider Apple first. With $260 billion in annual sales and a $1.3 trillion market capitalization, Apple needs no introduction -- this hi-tech juggernaut is literally America's most valuable tech company today, and likely to be a leading force in the 5G revolution.

Last week, Wedbush analyst Daniel Ives predicted that 2020 will be "the year of the 5G supercycle for Apple." Apple is preparing "a slate of 5G smartphones set to be unveiled in September that will open up the floodgates on iPhone upgrades across the board that the Street continues to underestimate." Indeed, Ives believes " underlying iPhone demand remains comfortably ahead of Street/original expectations for FY20 with 185 million/190 million units" in 2020, and the company is set to release "at least 5 iPhone versions to capitalize on this demand.

Based on its supply chain checks, Ives predicts that "200 million units could be the starting point for 5G Apple smartphone demand [in 2020] as roughly 350 million iPhones [out of 900 million iPhones currently in use] are currently in the window of an upgrade opportunity.

Ives' estimate, by the way, is in line with a similar analysis just out of PiperJaffray, where analyst Michael Olson says "23% [of current iPhone owners] are interested in purchasing a relatively higher ASP ($1,200) 5G iPhone." Working off of Wedbush's 900 million-unit estimate for the installed base, this would suggest 207 million 5G-capable iPhones could be sold in 2020 -- well ahead of consensus estimates. Furthermore, Olson believes that 2021 could be even bigger for Apple, as that will be the year "most positively impacted by 5G iPhone upgrades."

Both analysts are positive on Apple stock, with Olson assigning an "overweight" rating with a $305 price target, and Ives an "outperform" rating and a $350 price target. If they're right, investors could be in for a very pleasant surprise ... because right now, the consensus on Wall Street is that Apple stock will end 2020 around only $268 a share -- below where it trades today. (See Apple price targets and analyst ratings on TipRanks)

Qorvo, Inc. (QRVO)

And what's good news for Apple investors could be good news for Quorvo as well. One of Apple's key suppliers of radio frequency chips to make the iPhone work, sales to Apple account for about 30% of Qorvo's revenue stream.

In a recent note, Benchmark analyst Ruben Roy said Qorvo stock is "well positioned ahead of [the] 5G cycle," with both cash flow and profit margins set to "improve over the next few years." Echoing the sentiments already expressed regarding Apple above, Roy sees "~200 million 5G smartphone shipments in 2020," a number up sharply from predictions for just 120 million unit sales earlier this year.

"As the 5G markets expand," says Roy, "we expect the Company to deliver on its longer-term margin targets" for 50% gross margins and 30-35% operating profit margins. To put that in perspective, last year Qorvo's gross profit margin was less than 40%, and its operating margin just 9%. Even those margins were good enough to keep Qorvo profitable -- but with much better profit margins will come much greater profits, period.

Thus, despite many analysts on Wall Street being skeptical of Qorvo (consensus expectations are for the stock to end 2020 around $100 a share, below where it trades today), Roy bucks the trend and predicts that Qorvo stock will hit $127 before a year is out.

Cowen analyst Karl Ackerman is even more optimistic, reiterating his "outperform" call on Qorvo, while predicting the shares could hit $120, or even $140 within the next 12 to 18 months -- as much as a 20% gain from today's prices.

"This stock has had an astonishing run since June, up 80%, but we see a path toward $140 over the next 12-18 months as QRVO remains extremely well aligned to 5G infrastructure spending, 5G cellular applications and smart home WiFi that are now just hitting the P&L," Ackerman wrote. (See Qorvo stock analysis on TipRanks)

Skyworks Solutions (SWKS)

Another wireless chipmaker and Apple supplier, gearing up to profit from the 5G revolution, is Skyworks Solution. With 47% of its sales going to Apple, a successful 5G foray for the iPhone maker should translate into immediate benefits for Skyworks.

PiperJaffray analyst Harsh Kumar says "Handset unit volumes benefiting from 5G remains a vibrant possibility In our view, any uptick in units can be upside to estimates." The analyst continued, "We believe the current market estimate of 200 million 5G phones in 2020 (presented at a competitor analyst day) seems largely accurate. We believe the largest manufacturer of high-end phones in the United States will likely drive about 40% of those shipments, with mid-to-upper end Android models and China 5G handset makers driving the remaining 60% of the units."

Meanwhile over at Summit Insights Group, analyst Kinngai Chan, predicts that "5G content growth and a strong position at AAPL should position SWKS to outperform its peer group." While "5G content growth will benefit RF companies overall," Chan is particularly keen on Skyworks stock because "Huawei will lose market share to AAPL and other smartphone OEMs in 2020," and therefore, suppliers "that have high(er) exposure to Apple" are likely to better than those that do not. In this regard, Chan argues, "we believe SWKS is the best RF name positioned to outperform its peer group in 2020," which is why he considers the stock one of the "2020 best ideas in semiconductors."

Elsewhere on Wall Street, this idea is catching on. Although the "consensus" price target on the stock is still only $109 per share, analysts who have published ratings on Skyworks in the past month are voting 2-to-1 in favor of Skyworks, and assigning price targets as high as $122 a share. This suggests that while price targets may look unimpressive today, they're moving in the right direction to reward investors tomorrow. (See Skyworks stock analysis on TipRanks)

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2019-12-31 14:09:00Z
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Apple and Microsoft contributed the most to the market's big year and no other stocks were close - CNBC

Tim Cook, chief executive officer of Apple, Inc.

Daniel Acker | Bloomberg | Getty Images

2019 is shaping up to be a historic year for the S&P 500, and the benchmark has two stocks to thank.

Apple and Microsoft, which surged 85% and 55% this year respectively, together accounted for nearly 15% of the S&P 500's advance in 2019, according to S&P Dow Jones Indices. Their influence to the cap-weighted index this year is greater than the next 8 biggest contributors combined. Through Monday, the S&P 500 was up 28%.

The mega-tech duo's epic run this year also lifted them above the coveted $1 trillion level in market value, making them the only two U.S. companies in that elite market cap club.

Shares of Apple are on pace for their best year since 2009 as investors shook off trade-induced worries and turned bullish on its service and wearable device businesses. With the launch of Apple TV, Apple Watch and Airpods, Apple managed to offset some of the loss from waning demand for iPhones. Enthusiasm for the upcoming 5G cycle has also lifted the stock.

Apple's rally also defied analysts' wisdom. In fact, Apple has seen the biggest increase in analyst sell ratings this year among the 40 biggest companies, according to Bespoke Investment Group.

It's no surprise that Microsoft emerged as the other powerhouse that did much of the heavy-lifting this year. The software maker enjoyed strong growth in its core personal computing business as well as Windows commercial products, cloud services and gaming. Earlier this year, Microsoft also snagged the hotly-contested $10 billion defense contract, beating out Amazon.

Bank of America named Microsoft one of its top software picks for 2020, saying the growth in its cloud computing segment could fuel a big run next year. The stock is also on track for its best annual performance since 2009.

The S&P 500's 2019 gain is its best since 2013 and could be even more historic if stocks continue to gain on Tuesday. The benchmark is a percentage point away from having its best year since 1997.

— CNBC's Nate Rattner contributed to this report

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2019-12-31 12:04:00Z
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Sonos gives a lame reason for bricking older devices in 'Recycle Mode' - Engadget

Senin, 30 Desember 2019

Galaxy S11 leaks and rumors: 4 rear cameras, battery, price, release date for Samsung's upcoming phone - CNET

2019-12-19-15-43-19 — An artist's rendition of the Galaxy S11, based on the rumors and leaks.
Concept Creator/Screenshot by Jessica Dolcourt/CNET

The Galaxy S11 rumors and leaks haven't taken a break over the holiday season. Little by little these renders and reports are painting a picture of the Galaxy S11's official lineup, from the price to a possible camera setup that takes up a huge portion of the phone's back, and a potentially massive battery.

Unlike the $2,000 Galaxy Fold or $1,100 Galaxy Note 10 Plus, Samsung's next premium device will be designed to appeal to lots of folks, not just enthusiasts looking for the most cutting-edge or powerful handset.

The Galaxy S11 family of phones is Samsung's first mainstream handset that could help bring 5G's faster data speeds to the masses. Samsung got a start with 5G this year, with the S10 5G, Note 10 Plus 5G, Galaxy A90 5G and Fold (in the UK and South Korea). But these phones either aren't targeting everyday users, and many are variants of 4G devices that already exist.

Headed into the Galaxy S11 launch, Samsung is in a much stronger position than it was a year ago. It made waves in 2019, nabbing a CNET Editors' Choice award for the Galaxy Note 10 Plus and releasing the unforgettable Galaxy Fold. 2020 is only destined to get better -- and that goes for Samsung's next foldable phone, too.

There are a lot of specs to absorb, so here they are -- the Galaxy S11's most important rumored features so far, plus what we don't know and what we think we might get. I throw in my own educated guesses too, because Samsung often follows historical patterns and topical trends. Here we go!

Now playing: Watch this: Galaxy S11 is apparently going to be big. Very big

6:33

Three models, three sizes: Galaxy S11, S11 Plus, S11 Pro

First things first. The Galaxy S11 line isn't going to be one phone, that we know. It's rumored to be three, just like last year's S10 family of 4G models.

Some rumors name the phones as the S11E, S11 and S11 Plus, but more recent whispers, including that from frequent Twitter leaker Evan Blass, suggest S11, S11 Plus and S11 Pro, which is a lot closer to Apple's strategy with the iPhone 11, the base model for that line.

2019-12-20-13-00-30 — Screenshot by ZDNet

Here are the rumored screen sizes:

Galaxy S11: 6.2- or 6.4-inch
Galaxy S11 Plus: 6.7-inch
Galaxy S11 Pro: 6.9-inch

Blass also stated that all the Galaxy S11 phones could have curved sides, unlike 2019's Galaxy S10E, which had a flat display that I sometimes preferred.

galaxy-s11-plus-1 — A peek at the Galaxy S11? We'll know soon enough.
Cashkaro

Feb. 11 or 18 launch, later release dates

The all-important question: When do we get to see this thing for the first time? February is a given. Samsung has unveiled its Galaxy S series in late February or early March for years, sometimes at the Mobile World Congress tech show, sometimes before, and a couple of times, even after.

This is the real Galaxy S11+ camera. On the left is the ultra-wide-angle, main camera, and periscope zoom lens. I don't know the exact distribution on the right. It is expected to include flash and ToF. pic.twitter.com/98exPMSqgf
— Ice universe (@UniverseIce) December 16, 2019

If Samsung follows last year's model, we'll see the Galaxy S11 and its kin appear shortly before MWC. If we let the rumors guide us, Samsung will show its hand on either Tuesday, Feb. 11 (this is in Greek) or Tuesday, Feb. 18. So yeah, February seems solid.

Look for the phone to go on preorder shortly after, with units shipping a week or two after the reveal. I'll continue to update this story with fresh rumors, so come back for more.

Could look like a cross between the Note 10 and Galaxy S10

The Galaxy S11 renders are out, and so are the concept designs, which I love because they can bring the rumors to life.

So what might we get with Samsung's S11 phone? Rounded shoulders, which have become the Galaxy S trademark, but with a more squared-off look reminiscent of the Galaxy Note 10. A slim body. Curved sides for all models, unlike the Galaxy S10E's flat screen, which I actually really liked.

The camera array could become square, off to the left, and stick out from the surface, a lot like the iPhone 11 and Google Pixel 4. I really hope that's not the case. Cameras that stick out are more vulnerable to breaking when you drop your phone. A case is an absolute must.

5G guaranteed, but there's a catch

I mentioned 5G earlier. This is a rumored feature, but also a given. The Galaxy S11 is 99.9% likely to use the powerful Snapdragon 865 processor in it, which chipmaker Qualcomm won't make available to phone brands without the 5G modem it pairs with. Ipso facto, you get a phone with the Snapdragon 865, you get a 5G-ready phone.

The same goes for any regions that will package the Galaxy S11 with Samsung's in-house Exynos 990 5G processor, which often happens in Asia, especially Samsung's home country of South Korea. (Ice Universe says Samsung is "determined" to use Snapdragon 865 for South Korean models.)

I promised a catch and here it is. While the Galaxy S11 will be 5G-ready, not every phone may be able to access 5G. Cities and countries that are 4G-only will only be able to use 4G networks, so the 5G Galaxy S11 could very well act like a 4G phone.

We'll see how it all shakes out, but I'd be surprised if Samsung used any chip other than Snapdragon 865. The Galaxy S series is its mainstream flagship and Samsung is the world's largest phone-maker. It will want to put its best foot forward by delivering the phone with the "best" chip.

2019-12-19-15-47-44 — Another artistic rendition of the Galaxy S11.
Concept Creator

108-megapixel camera, periscope lens, 5x optical zoom

Now for the fun stuff, the camera. We already talked about how rumors, leaks and renders predict a square camera array overflowing with cameras -- perhaps four on the back of the Galaxy S11 Plus. It gets wilder.

Samsung is said to be outfitting the Galaxy S11 (or at least one variant) with a 108-megapixel main camera sensor. Is that madness? It sounds like madness. But Chinese brand Xiaomi already beat Samsung to it with the Mi CC9 Pro, which already uses a 108-megapixel camera.

In addition, the Snapdragon 865 chip we talked about above can support a 200-megapixel camera. You may not be using all 108 pixels all the time, but having that extra resolution can be helpful for zooming in and cropping. If you like the sound of all that, thank the chipmaker for making it happen.

Here's what else you could get with the S11 camera (at least on some models), according to Ice Universe and 91Mobiles:

galaxy-s11-Galaxy-S11E — Suggested renders for the Galaxy S11 and S11E.
Pricebaba

Screen: 120Hz AMOLED display

We talked about phone screens earlier, but here's what else we're likely to get: the ability to turn on a 120Hz screen refresh rate. That will make animations and scrolling a whole lot smoother than the standard 60Hz refresh rate w\we have now.

While a 120Hz refresh rate is great for gaming and other quick transitions (even 90Hz like on the OnePlus 7T), it's a battery hog. The Galaxy S11 could put the power in your hands with settings to switch between 60Hz to preserve battery life and 120Hz if you want to rev up animations.

This is pretty much a done deal since both the Snapdragon 865 and Exynos 990 5G support 210Hz screens.

Now playing: Watch this: Qualcomm unveils Snapdragon 865 processor

3:46

A whopping 5,000-mAh battery?

Different size phones get different size batteries, and another rumor from the prolific Ice Universe dials in the Galaxy S11 "Plus" battery at 5,000 mAh, which is ridonculous.

Keep in mind that the "Plus" could also be the "Pro" (e.g., the highest-end model of the trio), which makes far more sense to me than the middle phone getting a battery that size. For reference, the Galaxy Note 10 Plus battery is 4,300 mAh and battery life is outstanding.

There have been some phones with ultra-large batteries before, so 5,000 mAh fits my expectations. For instance, the Asus' new ROG Phone II is an Android specs powerhouse, which makes it a gaming beast.

In-screen fingerprint reader

I loved the concept of an in-screen fingerprint reader, until I used it in the Galaxy S10. The accuracy, speed and convenience never quite lived up to the promise for me.

My best-case scenario would be to the Galaxy S11 return to some form of secure face unlock, combined with the in-screen reader. Samsung already knows how to do this well. Remember, the series got iris scanning in the S7, but dropped it for the S10. Google has now done it better, with the Pixel 4's gesture tracking lending a hand.

We could at least see a more robust form of in-screen biometric scanner, if Samsung decides to take advantage of the Snapdragon 865's support for two-finger scanning, which is meant to improve the technology on all fronts. I sure hope it does.

screen-shot-2019-11-18-at-2-52-40-pm — In One UI 2, right, app folders open lower on the screen so that it's easier for you to interact with them one-handed.
Samsung

Android 10 and Samsung One UI 2

There's little doubt that every Samsung phone in 2020 will run on Android 10 and the company's own One UI 2, which was announced in October and is now available in beta.

I'm much more excited about Android 10, which brings systemwide dark mode to phones, gesture navigation, some seriously impressive live captioning and new privacy settings. One UI 2 aims to push icons and screen controls toward the bottom of the phone so they're easier to reach one-handed.

Galaxy S11 series: Price will break $1,000

Now for the question on everyone's mind: How much is the Galaxy S11 going to cost me? As always, it will depend on which model you buy.

Let's start with the Galaxy S10 prices for the base storage configuration:

Galaxy S10E: $749, £669, AU$1,199
Galaxy S10: $899, £799, AU$1,349
Galaxy S10 Plus: $999, £899, AU$1,499
Galaxy S10 5G: $1,300, £1,099, AU$2,950

5G costs the phone makers more to buy and integrate, so we could see a price bump right off the bat. You'll also spend more if you opt for a model with greater storage, say 512GB, assuming Samsung offers it and begins storage at 128GB.

If the largest version ("Pro" or "Plus," depending on the rumors) lines up with the S10 Plus pricing, it'll start at $1,000. With the 5G component and more camera tech, I wouldn't be surprised to see that rise to $1,100, a price that matches the Galaxy Note 10 Plus today.

Originally published earlier this month.

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2019-12-30 12:15:01Z
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Jurang Tayo

Selasa, 31 Desember 2019

3 Tech Giants That Could Benefit From the 5G Revolution in 2020 - Yahoo Finance

Apple and Microsoft contributed the most to the market's big year and no other stocks were close - CNBC

Sonos gives a lame reason for bricking older devices in 'Recycle Mode' - Engadget

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Sonos gives a lame reason for bricking older devices in 'Recycle Mode' - Engadget

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Senin, 30 Desember 2019

Galaxy S11 leaks and rumors: 4 rear cameras, battery, price, release date for Samsung's upcoming phone - CNET

Three models, three sizes: Galaxy S11, S11 Plus, S11 Pro

Feb. 11 or 18 launch, later release dates

Could look like a cross between the Note 10 and Galaxy S10

5G guaranteed, but there's a catch

108-megapixel camera, periscope lens, 5x optical zoom

Screen: 120Hz AMOLED display

A whopping 5,000-mAh battery?

In-screen fingerprint reader

Android 10 and Samsung One UI 2

Galaxy S11 series: Price will break $1,000