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Kamis, 02 Januari 2020

Samsung Galaxy S11: Everything We Know So Far [Updated] - Forbes

The Galaxy S11 has leaked and leaked and leaked. This article is a roundup of everything we know so far. There’s much to love, but a couple of changes fans will hate. That said, my overriding opinion is Samsung has a potential game-changer on its hands. These are the reasons why.

Tip: this article will be regularly updated, so bookmark it (01/01 new updates below)

Samsung Galaxy S11, Galaxy S11 camera, Galaxy S11 Price, Galaxy S11 release date, — Samsung Galaxy S11 render based on multiple leaks
Ice Universe

Codename - The Galaxy S11 range is known as Picasso. Why would Samsung name the phone after a great artist? Because the headline change will be to the camera. That said, this breaking news will also generate a lot of attention...

12/31 Update: Ice Universe has revealed Samsung has decided to change branding and call the Galaxy S11e the Galaxy S20, the Galaxy S11 the Galaxy S20+ and is considering calling the Galaxy S10+ the Galaxy S20 Ultra. These seem unnecessary alternations to me, but it looks to be final.

01/01 Update: Ice Universe has doubled down on this new naming scheme. He has retweeted a tweet from one case maker who was given a heads up to change their accessory artwork in line with the new S20, S20+ and S20 Ultra branding. If correct, it's a controversial move from Samsung.

Camera - Ice Universe has revealed the Galaxy S11 will add a 48MP telephoto lens to the range. This is capable of 5x optical zoom and is suitably codenamed ‘Hubble’. It will sit alongside a 48MP wide-angle lens, a ToF flight sensor and a massive 108MP primary camera which uses pixel binning technology that bins nine pixels to create one large 2.4μm pixel with a 12 megapixel final image size. This should lead to dramatic improvements in low light photography. It’s codename is the ‘ISOCELL Bright HM1’.

12/30 Update: The final design of the Galaxy S11 camera has been revealed by reliable insider OnLeaks, confirming a far more symmetrical camera layout than in early prototypes. The square lens contains the telephoto camera.

Galaxy S11 camera, Galaxy S11 design, Galaxy S11 release date, Galaxy S11 price, Galaxy S11 5G, — Galaxy 11 'final' camera design according to reliable insider @OnLeaks
OnLeaks

(Note: You can see a render of an earlier Galaxy S11 prototype in the Display section below)

New Samsung Submission Confirms Galaxy S11 Features [Design Updates]

Forbes Gordon Kelly

Gordon’s Top Samsung Daily Deals:

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Galaxy Note 10+ 256GB (typically $1,099) - Amazon: $899.99 (save $200) / Best Buy: $849.99 (save $250)
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Samsung’s QLED TV Mega Sale 43-inches up to 82-inches - Up to 50% off QLED 4K TVs - Samsung.com - (bargains galore, but you will have to move fast) - shop deals now

Display - Samsung is introducing a class-leading 120Hz display to make up for missing the high refresh rate bandwagon that already started this year. The company is also significantly increasing screen sizes (which should be offset by the smaller bezels. This is what you’ll get:

6.4-inch Galaxy S11
6.7-inch Galaxy S11+
6.9-inch Galaxy S11 5G

Design - The Galaxy Note 10 Plus already has a class-leading screen-to-body ratio but we know Galaxy S11 will push this even further by shrinking the front camera.

12/26 Update: Ice Universe has attained protective covers for all three Galaxy S11 models (S11e, S11 and S11+) allowing us to compare their respective sizes. It also confirms the virtual elimination of the top and bottom bezels and newly centred punch hole for the front camera.

Galaxy S11 design, Galaxy S11 display, Galaxy S11 sizes, Galaxy S11 release date, — Newly leaked screen protectors show the minimal bezel and screen size differences on Samsung's ... [+] upcoming Galaxy S11 range
Ice Universe

Performance - The Galaxy S11 will use Samsung’s newly unveiled Snapdragon 865 which has 20% faster graphics rendering than the Snapdragon 855 in the Galaxy S10 and 35% more power efficiency. There’s also upgraded LPDDR5 smartphone memory (30% faster, 30% more efficient). The bad news is the Exynos-equipped version could yet drag all this down.

Connectivity - The Snapdragon 865 has 5G baked in so it will come to every Galaxy S11 model. WiFi 6 will also come as standard and Samsung is retaining the microSD expansion slot (though not for the entry level Galaxy S11e) The bad news: the headphone jack has gone, which is not surprising after it was ditched by the Galaxy Note 10.

Biometrics - Samsung is not expected to introduce a Face ID rival, but it will add a supersized Qualcomm 3D Sonic Max fingerprint sensor to the Galaxy S11 which is 17x larger than the sensor used in the Galaxy S10 (making placement more instinctive). The sensor will also support two fingerprints at the same time which will deliver a significant increase in security which can be reserved for crucial moments, like the completion of financial transactions or logging into a banking app.

Qualcomm fingerprint sensor, Qualcomm 3D Sonic Max Galaxy S11, — Qualcomm's 3D Sonic Max in-display fingerprint reader is a dramatic step forward
Qualcomm

Battery Life - Another major upgrade. While 5G will consume more battery life, Samsung looks set to more than offset this with massive capacity upgrades

Galaxy S11: 4,500 mAh (S10: 3,400 mAh)
Galaxy S11+: 5,000 mAh (S10+: 4,100 mAh)

Samsung Confirms Supersized Galaxy S11 Batteries [Update]

Forbes Gordon Kelly

45W ‘Super Fast’ charging is also expected to come as standard. But don’t expect the company’s potentially revolutionary graphene batteries to be ready for the Galaxy S11 range, though it could possibly launch late in the year.

Downsides - the Galaxy S11 looks set to have all the bad points of the Galaxy Note 10 and Note 10 Plus: for the S11e that means no microSD while every model will lose the headphone jack.

Release Date: Samsung is tipped to announce the Galaxy S11 series on February 18 - one of the earliest Galaxy S launches to date. It will launch alongside a new clamshell folding smartphone.

Update: 12/29 - Ice Universe states there are two release dates tipped for the Galaxy S11 launch: February 11 and February 18. He says "I believe more in the former."

Conclusion

After incremental upgrades in 2019, Samsung is going for it in 2020 and a big motivation is Apple’s plans for the iPhone 12. These include an upgraded design, 120Hz ProMotion displays, some incredible 3D camera tricks, the return of Touch ID and, potentially, the end of the Lightning port. Apple may also release as many as six new iPhone models.

Yes, 2020 is shaping up to be major year for smartphone fans.

Tip: I will keep this article updated as your one-stop-shop for Galaxy S11 news, so bookmark it.

___

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More On Forbes

Beware Of Samsung’s ‘Uncompetitive’ Galaxy S11 Exynos Version

New Samsung Submission Confirms Galaxy S11 Features [Design Updates]

Samsung Increasing Galaxy S11 Screen Size, Reducing Bezels [Update: New Camera Modes]

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2020-01-02 08:08:01Z
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Rabu, 01 Januari 2020

BMW’s plug-in hybrid 745e delivers tech and luxury at a price - Engadget

745e xDrive PHEV

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Gallery: 2020 BMW 745e review | 6 Photos

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BMW

745e

Pros

Quick off the line
Nearly all of BMW’s tech finds a fancy home

Cons

Battery range should be longer
You lose some truck space to the battery pack

Summary

The BMW 745e takes BMW’s top-of-the-line tech and fuses it in a truly luxury package that’s quick. It’s traffic-jam system is outstanding and CarPlay issues seemed to have been solved. Sadly, the electric-only range feels subpar and makes you wonder if you’re paying too much.

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The 745e brings some eco-friendliness to the automaker's high-end sedan via a battery pack that with up to 16 miles of EV range. In combination gas and electric mode, it has a 56 MPGe versus 22 MPG (in gas-only mode). Like most BMWs, the 7 Series is built for speed and to pamper its occupants. The 7 Series is BMW's pinnacle of comfort, opulence and technology. Yet with all that it has going for it, the 745e's electric-only range leaves something to be desired and overall it's a bit overpriced.

But those issues melt from your mind while behind the wheel. The 745e's 6-cylinder in-line engine is coupled with an electric motor that (together) pushes out an impressive 389 horsepower and 442 pound-feet of torque. While driving, you'll never want for additional power. Put the hammer down and the 7 Series happily fulfils your desire for acceleration. The eight-speed Sport Steptronic transmission translates all that torque into acceleration that never seems to produce the jarring of a gear change.

While bombing down the highway or cruising city streets, the vehicle's suspension smoothes out any cracks, ruts or holes in the road. Importantly, it glides over them without jostling the vehicle's occupants. Cornering is a mixture of composure and smooth sophistication. The 745e is a large sedan and BMW has done a bang-up job reigning in a majority of the heft during tight cornering. It doesn't compete with the impressive road-sticking power of the 8 Series, but it'll have you feeling confident on winding roads.

2020 BMW 745e review

The boldness in engineering wavers a bit when it comes to the 12.0kWh battery pack's range. In electric-mode, the 745e is rated for 16 miles. In the real world, that's more like 12-13 while cruising. It's not horrible, until you think about the sticker price of the vehicle. For just shy of 100 grand, a range of at least 20 miles would seem more reasonable. By comparison, the Porsche Panamera 4 E-Hybrid Sport Turismo gets 30 miles between charges. Sure that battery pack is lugging around a lot of car, but if you're building a state-of-art plug-in hybrid, give driver's a bit more to crow about to their friends.

Fortunately, the tech inside that car should help owners gloss over the battery range. BMW's iDrive system is still top-notch. A bonus is that BMW recently announced that it will no longer require a subscription for CarPlay. New owners should be dancing in the street for not paying a yearly rate for something that's essentially free in other vehicles.

Another bit of CarPlay news: After having issues with BMW's wireless connection in the last few vehicles I tested, I was able to connect and use my iPhone with the feature without issue.

The rest of the infotainment system works well with additional screens in the back including an Android tablet with controls for climate and media. It's next-level fancy and I'm here for it.

Also on the tech front, with each use of BMW's hands-free traffic jam assistant, I became more enamored with the system. At low speeds in traffic and on a freeway, the system allows for true hands-free driving as long as you keep an eye on the road ahead of you. It reduces the stress and cognitive load of driving in the Bay Area's increasingly dense gridlock. The in-car monitor does a good job making sure I'm paying attention and the on-wheel lights keep me informed of the feature's status. I will admit that even though I can keep my hands off the wheel at speeds up to 37 miles per hour, I still have at least one hand on the controls.

2020 BMW 745e review

At the heart of the system are the adaptive cruise control and lane-keep assistant features that, while not as robust when it comes to tracking lanes as offerings from Tesla or Mercedes, is a solid system. Tesla and Mercedes are better at keeping their respective vehicles in the center of a lane even around sharper highway curves. BMW is getting better at this, but it's not quite there yet. Still, the 745e handled cut-ins with grace and tracked the center of a lane well in all but the sharpest curves.

All of this is presented in a package that's comfortable, luxurious and has enough room for four tall adults without the persistent cries of "Hey, can I put my seat back?" or "Do you have room?" The interior exudes style combined with a layout that's logical. I was never looking for a button for more than a few seconds -- everything is where it should be. Whether around town or on a long road trip, the 745e delivers a sophisticated mode of transportation. Sadly, the battery pack doesn't offer the pure-electric range that a vehicle of this caliber deserves.

Source: BMW

In this article: 745e hybrid, bmw, bmw 745e hybrid, business, design, gadgetry, gadgets, gear, green, review, transportation, video

All products recommended by Engadget are selected by our editorial team, independent of our parent company. Some of our stories include affiliate links. If you buy something through one of these links, we may earn an affiliate commission.

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2020-01-01 14:30:26Z
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What could your future smartphone look like in 2030? - TechRadar

It’s the end of the decade, and you’re seeing plenty of retrospectives rounding up the last ten years of smartphones, and tech in general – but what about the future, and the tech advances it might bring? How could smartphones change in the next ten years?

We’ve looked at a few trends of the 2010s, and in particular 2019, and guessed at where these trends could go by the year 2030. We’ve looked at everything from foldable phones to USB ports and 6G.

It’s worth pointing out that this speculation could end up being totally, totally off, as guessing tends to be, so come 2030 the smartphone industry could be totally different to how we suggest here.

Foldable phones in the future

The foldable Samsung Galaxy Fold (Image credit: TechRadar)

Foldable phones really entered the public eye in 2019, with multiple devices like the Samsung Galaxy Fold and Motorola Razr 2019 launched (although the latter wasn’t available to buy during the year), and they’re only going to get more popular as more devices are released.

So, by 2029, could we all own foldable phones? Well, that depends on how phone companies navigate the next few years. At the moment, foldable phones are largely considered interesting gimmicks, but ones that most people (other than tech fans) wouldn’t consider buying as their next phone.

This is because of how pricey they are, and also because software hasn’t been developed that really makes the most of the form factor.

So if the next few years brings foldable phones that are affordable and, more importantly, vital for certain functions, people will leap on board. Ten years is a long time, and it’s highly likely that foldable phones will become affordable and useful pretty soon, but that depends on how willing people are to ditch the tried and trusted form factor of ‘normal’ phones.

Will 5G and 6G be popular?

5G is already out and about in several countries, although at the close of 2019 it still remains to be seen how long it will take for people to get on board with the tech. Its added speed doesn’t mean much for people in high-speed areas, where 4G is already faster than most people need, and no apps have been launched that really make the most of the high-speed connection.

But in the coming years, companies will launch more 5G phones and fewer 4G phones, following the pattern of every new generation of connectivity, to the point where it’s ‘normal’ to buy a 5G phone, just as you’d buy a 4G phone now.

That’s less because people need a high-speed phone, and more just because most of the devices on shelves will be 5G, with few (or no) 4G options

Towards the end of the decade, we could even see mentions of 6G (Donald Trump has already been demanding it), but we’ll have to see how much people take to 5G, and if we really need even faster connections, before knowing for sure.

The future of front-facing cameras

The Samsung Galaxy A80 with a pop-up array (Image credit: Future)

One of biggest differentiating features between different smartphones nowadays is the front-facing camera – does your phone have a big notch like an iPhone, a teardrop notch like plenty of phones use, a punch-hole cut-out like many Samsung phones, a pop-up like several companies have embraced, or something else entirely?

Well, it’s possible that future phones will have none of the above – the front-facing cameras could actually be under the display. Oppo has shown off this tech already, and it’s likely other companies are working on it too. This method removes the front snapper from view, so it won’t take up screen space but also won’t take up lots of internal space either (like pop-ups do).

So what about the camera itself? Towards the end of 2019, we've seen a few smartphones use two front-facers, one to take a picture and a secondary snapper for depth sensing, for more accurate background blur.

In the next few years, and especially into 2030, we’d expect this trend to get more established – selfies are one of the main types of picture you’ll take on your phone after all. Phones could even introduce an ultra-wide front-facing camera for group selfies, with a depth sensor or software that can create background blur for a whole group.

Goodbye ports

An Oppo prototype with no ports (Image credit: Future)

Many phones are dropping the 3.5mm headphone jack already, and those things will be ancient history by 2030 – it would be a surprise if many phones even in 2020 kept the port. As more users flock towards wireless headphones over wired ones, the amount of phone users who need to physically plug their headphones into their smartphone will reduce, and in ten years, after years of advances in Bluetooth technology, we’d be surprised if many people use wired headphones at all.

More uncertain is the presence of a USB port to plug your phone into a computer or charger. We’ve already seen a few prototype phones without this port, as handsets can rely on wireless charging to power up and Wi-Fi, mobile data or NFC options to send information and files to a computer.

It’s likely as wireless chargers get more popular and, more importantly, faster at powering up your device, people will rely less on physical wires, making a port more and more redundant. In that way, it echoes the use of wireless headphones, and in 2030 portless smartphones could be the new normal.

More rear cameras?

The Nokia 9 PureView with five rear cameras (Image credit: Future)

While you may think the future will bring you phones with plenty of smartphone cameras, far more so than now, that might not end up being the case: there are only so many different kinds of lens, so we’ll soon reach a point where adding more lenses adds nothing new.

No, in fact, the real change will likely be megapixel count – at the end of 2019 the highest resolution in a smartphone is 108MP in the Xiaomi Mi Note 10, but it looks like a number of phones in 2020 are gearing up to match that. In ten years, though, that number could be through the roof.

Well, at least five times nearer the roof. Scientists have estimated that the human eye sees roughly 576MP, but that’s assuming perfect vision with an image right by your face, so if you’re looking at a phone at arm’s length and don’t have flawless vision, that number is higher than you’ll ever need.

So people don’t need cameras with incredibly high megapixel counts, and it would be a surprise if phone companies decided to even reach 576MP. Saying that, advances in megapixel count will almost certainly be more pronounced in 2030 than the number of rear cameras.

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2020-01-01 13:00:00Z
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Samsung's QLED 8K TV will be one of the first certified by the 8K Association - Engadget

Windows 10 update will leave YOU with a HUGE bill as Windows 7 end of life arrives - Express.co.uk

Microsoft has been warning us that this day would come. And now, it’s almost here. Windows 7 end of life lands on January 14, 2020. After that deadline, Windows users running older versions of the desktop operating system will face a difficult choice – cough-up for a hefty bill to upgrade to Windows 10, or brace themselves for some dangerous risks on their home PC.

By ending support for the ageing Windows 7 operating system, which was first launched back in July 2009, Microsoft will stop rolling-out updates with new features, security updates or protections against malware. That means any issues with the software – or any new vulnerabilities discovered by cybercriminals – can be leveraged from indefinitely. Less serious, perhaps – but this also means any annoying bugs or glitches that crop-up will also be immortalised in the operating system.

If you’d like to benefit from the latest security protections and anti-virus solutions from Microsoft, you’ll have to update your machine to an operating system the Redmond-based company does support – namely, Windows 10. Although Microsoft has offered free upgrades to users running official versions of its operating systems in the past, that’s not possible at the moment.

We’ve heard from a number of loyal readers who swear there are still ways to upgrade to Windows 10 from Windows 7 for free using tools provided by Microsoft, however representatives from Microsoft tell us that its no-cost upgrade offer expired on July 29, 2016 and there is no officially sanctioned way to update your machine without paying.

The firm also says that for the vast majority of Windows 7 users, moving to a new device with Windows 10 preinstalled is the recommended path – not upgrading the operating system on the older hardware.

"Today’s PCs are faster, lightweight yet powerful, and more secure, with an average price that’s considerably less than that of the average PC over nine years ago," Microsoft said in an email sent to us.

MORE
Windows 10 warning: Microsoft says new threat leaves 44 million at risk, are YOU affected?

If you’re still pretty fond of your old computer and don’t like the idea of upgrading the hardware simply to ensure that Microsoft supports the operating system that you’re using – it could be a costly update.

Those wanting to install Windows 10 Home edition on their current hardware will need to pay £119.99 which is licensed to one PC. And that's the cheapest available option.

The price to upgrade your PC spirals to £219.99 for Windows 10 Pro and a jaw-dropping £339 for Windows 10 Pro for Workstations. If you’re thinking about using the money from your Christmas cards from nan for a bit of summer sun – think again. At £219.99 for the upgrade to Windows 10 Pro, Microsoft’s argument about moving to a new notebook, with all the benefits of a new display, trackpad, keyboard, and most importantly of all, battery – makes a little more sense.

It’s unclear whether the US company will offer any kind of price cuts, discounts or promotions nearer to the final deadline. But as of now, you’re looking down the barrel of a pretty hefty bill if you want to upgrade.

It’s worth noting that Microsoft does offer some concessions around its Windows 10 upgrade. For example, people with accessibility issues are able to upgrade to the new operating system, which offers better support and a number of new features designed to make using the software easier for these users, without paying the upgrade fee.

Explaining more about the end of Windows 7 and why it is no longer offering updates, the US firm said: "Microsoft made a commitment to provide 10 years of product support for Windows 7 when it was released on October 22, 2009. "When this 10-year period ends, Microsoft will discontinue Windows 7 support so that we can focus our investment on supporting newer technologies and great new experiences.

"The specific end of support day for Windows 7 will be January 14, 2020. After that, technical assistance and software updates from Windows Update that help protect your PC will no longer be available for the product.

"Microsoft strongly recommends that you move to Windows 10 sometime before January 2020 to avoid a situation where you need service or support that is no longer available.

"You can continue to use Windows 7, but after support has ended, your PC will become more vulnerable to security risks and viruses. Windows will continue to start and run, but you will no longer receive software updates, including security updates, from Microsoft."

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2020-01-01 10:17:00Z
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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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https://news.google.com/__i/rss/rd/articles/CBMiSWh0dHBzOi8vZmluYW5jZS55YWhvby5jb20vbmV3cy8zLXRlY2gtZ2lhbnRzLWNvdWxkLWJlbmVmaXQtMTQwOTExOTU0Lmh0bWzSAVFodHRwczovL2ZpbmFuY2UueWFob28uY29tL2FtcGh0bWwvbmV3cy8zLXRlY2gtZ2lhbnRzLWNvdWxkLWJlbmVmaXQtMTQwOTExOTU0Lmh0bWw?oc=5

2019-12-31 14:09:00Z
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Jurang Tayo

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