Ming-Chi Kuo has posted a new investor note, claiming that shipments of 5G mmWave-enabled iPhones will fall far short of the current market predictions for this year as well as next year. Kuo forecasts that Apple will manage to ship 4-6 million iPhones with mmWave in 2020 and 25-35 million in 2021. For comparison, market estimates for this year were 10-20 million and 40-50 million for next year. He attributes this to the slower than expected rollover of mmWave base towers, a result of the COVID-19 pandemic. It makes sense as mmWave is intended for crowded public areas with many...