Juli Clover for MacRumors reporting on Apple analyst Ming Chi Kuo’s note to investors:
We expect that Apple’s new products in 12-18 months will adopt processors made by 5nm process, including the new 2H20 5G iPhone, new 2H20 iPad equipped with mini LED, and new 1H21 Mac equipped with the own-design processor. We think that iPhone 5G support, iPad’s adoption of innovative mid-size panel technology, and Mac’s first adoption of the own-design processor are all Apple’s critical product and technology strategies. Given that the processor is the core component of new products, we believe that Apple had increased 5nm-related investments after the epidemic outbreak. Further, Apple occupying more resources of related suppliers will hinder competitors’ developments.
I‘m guessing WWDC will be a good one this year. When Apple made the switch from PowerPC to Intel, they made the announcement in advance at WWDC so developers could have their apps ready to go. If Apple is planning ARM-based Macs for 2021, this summer is the time to let the developers know.