What is the expected growth rate of James' business in the longer term, given the adoption of massive MIMO, 5G, GaN, WiFi 6, and IoT in different markets, and the addition of power management
G opportunities are coming in maybe a little bit sooner than expected as you talk about the December. But I'm trying to get a feel for how you think the RF TAM should grow next year and the shape of the ramp? Our assumption is, it'll be somewhat second-half weighted. But -- and then within that how we should think about your business especially how it relates to the design wins you have, you talked about four large China makers, if you can help level set the market context, as well as the shape of your business in 5G.
Eric Creviston -- President, Mobile Products Group
Sure. Thanks, Bill. Yes, we have been saying since our Analyst Day in 2018 we expected about $1 billion increase in the RF TAM in calendar '20 due to 5G ramping. And it's certainly looking like it's going to be conservatively greater than that much closer to $2 billion probably.
And it's equally weighted from, at least, our view currently between more units than we had originally expected and more content per unit. So we got both factors affecting it pretty significantly. And the higher units are really driven by this really rapid adoption and switch over of the handsets in China. It's clear from what we're seeing there that the 4G handsets that are going to be released are going to be dropping significantly in the very near term.
Whether there's coverage or not, consumers are going to be buying 5G handsets, knowing that the network will be available at some time during that time they own that phone. So they're getting a real jump on it. Obviously, Samsung as well as is transitioning their portfolio rapidly to include 5G content. So that increases the number of 5G handsets well above the $200 million or so that we had originally modeled a couple years ago.
But then in addition to that as I said, it looks like across the board, all the 5G handsets so far without any -- going the other way, they're all going to fully integrated 4G systems inside them. And part of that is just to get the size. I mean these are really cramming an awful lot of functionality into these handsets, so they need the integration for that, but it also helps them get to market faster and improves performance. So that integration turned for all the base content and 4G also has content.
And then the last adder is the requirements from China Mobile, and so forth for band coverage. And so having n79 in every phone, for example, the requirements for dual signaling, and so forth, these are now being put in every single 5G handsets. So that's coming together to increase the total TAM in CY '20 well above what we had modeled previously.
Bill Peterson -- J.P. Morgan -- Analyst
OK. The -- moving to James, James' business has, obviously, seen really rapid growth that's accelerated here in the last few quarters, including the guide. I mean you talked over the potential return to year-on-year growth, but I guess, with Huawei significantly lower, what -- do you have an of sort of -- you mentioned you're broadening out your wireless infrastructure coverage customers, but how should we think the growth of that business as we look in the next year with March maybe returning to growth and then progressing to the next year, given that we have WiFi 6, defense and then additional customers for the infrastructure?
James Klein -- President, Infrastructure and Defense Products Group
Bill, this is James. Thanks for the question. The restrictions of Huawei have definitely limited our ability to grow in the near term. However, as Mark said, we hope to return to year-over-year growth in Q4.
We're going to take a good step in that direction in Q3 with double-digit quarter-over-quarter growth. Longer term, we remain really positive about the underlying trends on the markets we serve, and that includes the adoption of massive MIMO and 5G, the adoption of GaN in several different markets, and the WiFi 6 coming on and IoT in both automotive and in the connected home. And the addition of power management has also improved our long-term outlook. And in fact, that business grew quarter over quarter about 40% and is very m
G opportunities are coming in maybe a little bit sooner than expected as you talk about the December. But I'm trying to get a feel for how you think the RF TAM should grow next year and the shape of the ramp? Our assumption is, it'll be somewhat second-half weighted. But -- and then within that how we should think about your business especially how it relates to the design wins you have, you talked about four large China makers, if you can help level set the market context, as well as the shape of your business in 5G.
Eric Creviston -- President, Mobile Products Group
Sure. Thanks, Bill. Yes, we have been saying since our Analyst Day in 2018 we expected about $1 billion increase in the RF TAM in calendar '20 due to 5G ramping. And it's certainly looking like it's going to be conservatively greater than that much closer to $2 billion probably.
And it's equally weighted from, at least, our view currently between more units than we had originally expected and more content per unit. So we got both factors affecting it pretty significantly. And the higher units are really driven by this really rapid adoption and switch over of the handsets in China. It's clear from what we're seeing there that the 4G handsets that are going to be released are going to be dropping significantly in the very near term.
Whether there's coverage or not, consumers are going to be buying 5G handsets, knowing that the network will be available at some time during that time they own that phone. So they're getting a real jump on it. Obviously, Samsung as well as is transitioning their portfolio rapidly to include 5G content. So that increases the number of 5G handsets well above the $200 million or so that we had originally modeled a couple years ago.
But then in addition to that as I said, it looks like across the board, all the 5G handsets so far without any -- going the other way, they're all going to fully integrated 4G systems inside them. And part of that is just to get the size. I mean these are really cramming an awful lot of functionality into these handsets, so they need the integration for that, but it also helps them get to market faster and improves performance. So that integration turned for all the base content and 4G also has content.
 And then the last adder is the requirements from China Mobile, and so forth for band coverage. And so having n79 in every phone, for example, the requirements for dual signaling, and so forth, these are now being put in every single 5G handsets. So that's coming together to increase the total TAM in CY '20 well above what we had modeled previously.
Bill Peterson -- J.P. Morgan -- Analyst
OK. The -- moving to James, James' business has, obviously, seen really rapid growth that's accelerated here in the last few quarters, including the guide. I mean you talked over the potential return to year-on-year growth, but I guess, with Huawei significantly lower, what -- do you have an of sort of -- you mentioned you're broadening out your wireless infrastructure coverage customers, but how should we think the growth of that business as we look in the next year with March maybe returning to growth and then progressing to the next year, given that we have WiFi 6, defense and then additional customers for the infrastructure?
James Klein -- President, Infrastructure and Defense Products Group
Bill, this is James. Thanks for the question. The restrictions of Huawei have definitely limited our ability to grow in the near term. However, as Mark said, we hope to return to year-over-year growth in Q4.
We're going to take a good step in that direction in Q3 with double-digit quarter-over-quarter growth. Longer term, we remain really positive about the underlying trends on the markets we serve, and that includes the adoption of massive MIMO and 5G, the adoption of GaN in several different markets, and the WiFi 6 coming on and IoT in both automotive and in the connected home. And the addition of power management has also improved our long-term outlook. And in fact, that business grew quarter over quarter about 40% and is very m