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How 5G could help, then hurt, then help iPhone sales, an update on Apple's Giving, and

get ready to finally meet the banker. It's Friday the 17th of January 2020. I'm Ken Ray and

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MacoWest can.

Loop Ventures Principal Gene Munster has an interesting take on the iPhone 5G.

I told you earlier this week of his firm's assertion that 5G won't really be ready in the

States for two to three years.

While some pockets of some major metros may have blazing fast cellular

for nationwide coverage, which would still only be 75% of the nation,

you're looking at 2022 at the earliest in Loops estimation.

Now, Cult of Mac has Munster and fellow Loop Venturer Will Thompson saying

they think that that lack of coverage will lead to slowing growth for iPhone in

2021. The thinking is seriously interesting. Basically the pair

expects a surge in iPhone sales this year when iPhone 5gs are introduced. They think that'll taper off in a pretty big way in

2021 as people start to realize that they're not actually under the 5G blanket. In 2022, when coverage in the states hit 75% and up, that's when they think

sales will pick up again. So a surge this year followed by year over year growth of only 2% in 2021,

likely followed by 3 years of 5 to 10% annual iPhone revenue growth according to Munster and Company.

It may just come down to who's correct.

Carriers who have fairly robust rollout predictions or Munster and friends who think carrier predictions are somewhat aggressive.

Personally, I think Loop is forgetting about marketing.

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