2020年3款iPhone都将支持Bet365-5G网络，稳懋是最大受益者
就在苹果宣布以10亿美元购买英特尔（intel）基频芯片事业之后，中资天风证券知名分析师郭明錤表示，这样的订做在有利于苹果开发5G的情况下，预计2020年下半年推出的3款iPhone都将会支持5G功能，并看好台厂供应链中稳懋的未来营运表现。
郭明錤在最新的研究报告中指出，相较于之前预测2020年下半年推出的3款iPhone，只有2款将支持5G功能的报告，基于以下的3项原因，让3款iPhone预计都将会支持5G功能。首先是苹果购并英特尔的基频芯片事业后，有更多资源可开发5G iPhone。其次，预期支持5G的非苹手机售价到2020年下半年之际，将可下降至约249到349美元。
郭明錤指出，虽然售价在249到349美元的5G非苹手机，虽然仅支持Sub-6GHz，但是关键在于消费者到了2020年下半年，将会认为5G是手机必备功能。因此，售价更高的iPhone唯有支持5G，才能争取营运商补贴与消费者购的青睐。最后，则是加速的5G发展有助于苹果接下来推广AR生态。
而就以上的分析，预计2020年下半年3款5G iPhone都将会支持mmWave &Sub-6GHz的5G网络，但是，苹果目前还不清楚是否会推出仅支持Sub-6GHz的5G iPhone，来针对仅支持Sub-6GHz的市场，例如中国。而依照目前的情况来看，苹果应该是有意愿推出仅支持Sub-6GHz的5G iPhone，用较低的成本与售价争取市场占有率。
不过，即便外观设计相同，仅支持Sub-6GHz的5G iPhone，与同时支持mmWave &Sub-6GHz的5G iPhone仍需视为不同计划，所以，一旦苹果希望开发仅支持Sub-6GHz的5G iPhone，则目前专注开发与测试mmWave的苹果与代工厂开发资源将可能不足。
最后，郭明錤还指出，即便2020年下半年，苹果只推出支持mmWave与Sub-6GHz的5G iPhone，供应链中的稳懋与博通（Broadcom）都会显著受惠于新iPhone支持Sub-6GHz而大幅成长的功率放大器（PA）需求。即便最保守情况发生，亦即博通开发新2020年下半年5G iPhone PA失败，苹果就必须采用高通（Qualcomm）的RF360，但是，RF360其中的的n41、n77与n79功率放大器独家制造商依旧是稳懋，所以稳懋出货量不变且仍为最大受益者。
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