"Apple is reportedly expecting a sharp increase in sales of its next-generation iPhone that’s due out in late 2020. Sources from Taiwan’s supply chain explain that Apple is telling manufacturing partners to expect in excess of 100 million orders. By comparison, the current-generation iPhone 11 family is expected to sell around 80 million units.
It is unclear whether Apple will introduce 5G-specific versions of its next iPhone at a premium or if the entire lineup will ship with 5G modems as standard. Given the burgeoning strength of Apple’s services business, it may opt to not charge a significant premium for 5G. This may explain Apple’s bullish expectation for volume." – Angela Cheong