WSJ: First peek at Apple’s fall lineup

From Apple Plans New LCD iPhone This Year Despite XR’s Stumble posted Friday by the Wall Street Journal ($):

Apple Inc. is planning to release three new iPhone models again this fall, including a successor to the struggling XR, the lower priced 2018 device with a liquid-crystal display that has fallen short of Apple’s sales expectations, people familiar with the matter said.

Apple plans to introduce some new camera features, including a triple rear camera for the highest-end model and double rear camera for the two other models, the people said.

The move to stick with LCD comes as Apple grapples with sluggish sales of the iPhone XR, which has cut into its most recent revenue projection. That is partly because the planned LCD handset has been in the product pipeline for months and the plan can’t be altered easily, they said.

My take: No mention of 5G.

6 Comments

  1. David Drinkwater said:

    5G is rumored for 2020 and not before, the same way that the Original iPhone skipped 3G: it wasn’t fully ripe yet.

    2
    January 11, 2019
    • Keith Hope said:

      IIRC the iPhone did not include LTE until the chipsets had sufficiently matured, and perhaps more importantly, the electrical power efficiency improved. Battery life is important.

      Actual 5G coverage footprint on the ground is going to take some calendar time to become widespread. Will this happen at a different rate or perhaps more unevenly than the LTE rollout on the towers?

      1
      January 11, 2019
    • Fred Stein said:

      Agree. Thanks for the note on 5G. I may be even more skeptical.

      5G requires $10B’s of infrastructure investment by carriers. Is it a game changer? Does it create new services and hence new revenue for the carriers? And when? And in which countries? Will 5G give one carrier a compelling advantage over another carrier – enough to force customers to switch? IoT and VR are often cited as use-cases. Not convinced that IoT needs 5G, as in cannot proceed without 5G. And VR is just silly. (Tim Cook always talks about AR which works with 4G.)

      The above rant is for us investors to have reasonable expectations about 5G forcing a big upgrade cycle in 2 years.

      0
      January 11, 2019
    • Gregg Thurman said:

      Apple skipped 3G because of the power consumption of the first generation 3G radios.

      As to timing of a 5G iPhone launch the carriers have already begun to deploy it in test markets. Full deployment is expected to be completed by the end of 2020.

      FY2020 commences in October 2019. I think Apple will make the iPhone it launches in late September 2019 5G capable so that iPhone buyers can use the faster bandwidth when it becomes available throughout the year.

      You just know Android will be doing this and if the smartphone is saturated all manufacturers will want to provide as much incentive as they can for users to upgrade.

      I do see the possibility of a 4.8” iPhone “SE” ala the iPhone XR at $699.

      0
      January 11, 2019
  2. Aaron Belich said:

    Someone dumps a render of a three lens iphone before CES and WSJ runs with it you say? Slow news day I suppose.

    0
    January 11, 2019
  3. Rick Raphael said:

    XR “has fallen short of Apple’s sales expectations.” Didn’t Cook tell Cramer this week “XR has been our best selling iPhone everyday since the first day we released it”?

    1
    January 11, 2019

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