Apple announces 3 new 5G iPhone 12 models, but what version of 5G, what frequencies and which carrier networks?
Apple today unveiled its new 5G capable iPhone 12 set today, but other than Verizon’s Ultra-Wideband (5G mmWave) the company’s presentations and press releases did not identify which carrier networks (see Addendum below) or frequencies are supported. Or when, if ever, the new new 5G iPhones would work on any 5G SA Core networks (vs 5G NSA which requires a LTE anchor) or with network slicing (which requires a 5G core network). However, the company said it has tested its 5G devices on 100 5G carrier networks in 30 regions, including mmWave in the U.S. (presumably for Verizon’s Ultra-Wideband network).
Apple said its new 5G iPhones will offer a “superior 5G user experience.” The company wrote in a press release:
iPhone 12 Pro and iPhone 12 Pro Max deliver an advanced 5G experience on a global scale, engineered with a seamless integration of world-class hardware and world-class software. 5G on iPhone boasts improved speeds for faster downloads and uploads, higher quality video streaming, more responsive gaming, real-time interactivity in apps, FaceTime in high definition, and much more. Customers will also be able to enjoy a secure, fast connection, reducing the need to connect to public Wi-Fi hotspots.Featuring the most 5G bands on any smartphone, iPhone 12 Pro models offer the broadest 5G coverage worldwide.1 Models in the US support millimeter wave, the higher frequency version of 5G, allowing iPhone 12 Pro models to reach speeds up to 4Gbps, even in densely populated areas. iPhone 12 Pro models also feature Smart Data mode, which extends battery life by intelligently assessing 5G needs and balancing data usage, speed, and power in real time.
Apple CEO Tim Cook sought to explain why 5G technology would improve iPhone users’ experience. He later called on Verizon CEO to give a “razzle-dazzle” pitch on that U.S. carrier’s mmWave and now nationwide 5G network.
Photo Credit: Brooks Kraft/Apple
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Verizon’s CEO Gets Center Stage:
Tim Cook introduced Verizon CEO Hans Vestberg who announced that Apple’s new iPhone 12 sets would operate on Verizon’s Ultra Wideband (5G mmWave) network- the world’s fastest, he claimed. Vestberg used this soapbox talk opportunity to announce the launch of Verizon’s nationwide 5G service using Dynamic Spectrum Sharing (DSS).
Perhaps in a nod to Verizon’s Ultra Wideband network, a lady from Apple said its new “smart data mode” would ensure that its customers stay on a 4G LTE network most of the time to reduce power consumption, but that would be auto switched to a 5G connection when they need faster download speeds.
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Comment and Analysis:
Analyst Forecasts and Opinions:
Analysts surveyed by FactSet, on average, predict iPhone revenue will rise 15% to $160 billion in the fiscal year that began Oct. 1. That is about $6 billion shy of the record set in fiscal 2018, when the $1,000 iPhone X helped bolster sales even as shipments failed to reach a new high.
Katy Huberty, a veteran Apple analyst for Morgan Stanley, last week predicted the company could ship as many as 240 million iPhones this year, helped by customers who haven’t upgraded in several years and excitement for 5G. That would set a record, beating the 231 million devices sold in fiscal 2015. Sales at that level could send the company’s shares up 37% from Monday’s close to a market value of almost $2.9 trillion, she said. “We expect this fall’s launch to be the most significant iPhone event in years,” she wrote in a note to investment bank clients.
“Now we have an iPhone that is capable of exploiting the benefits of the 5G wireless network, but we have an underdeveloped network,” said Tom Forte, a D.A. Davidson research analyst. “It could take a couple [of] years for that to happen. There are large parts of the country that may never have it,” he said. While Apple’s smartphone rivals Samsung and Google have already introduced phones able to connect to 5G, Forte said the challenge for Apple now is to manage people’s expectations. “When people get the new iPhone and can’t use the high-speed network, there is real potential for high levels of disappointment there,” he added.
Dan Morgan, a portfolio manager at Synovus Trust and longtime Apple investor, said iPhone sales peaked about five years ago. Every update since then has been more of a ripple than a wave, he said, noting that he does not expect the iPhone 12 to set any sales records. With so many working from home and using Wi-Fi as their main connection to the Internet, Morgan said a 5G connection may not be as attractive to those seeking faster speeds. “If you really wanted to watch a Netflix movie or play a game, maybe you can just go and use your Wi-Fi instead right now,” he said.
Colleague Craig Moffett of MoffettNathanson wrote in an email, “It’s striking to me that Apple is acting as though the network is the application. That’s a real departure for them, and it risks being a disappointment if consumers expect that there will be genuinely differentiated things they’ll be able to do with their new devices. That said, we have to be careful about being overly focused on the U.S. market. In China and Korea and a handful of other markets, the network is at least a little bit further along.”
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Starting Oct. 16, AT&T customers can pre-order iPhone 12 Pro and iPhone 12 at www.att.com with online and in-store availability starting Oct. 23. AT&T customers will be able to order iPhone 12 Pro Max and iPhone 12 mini beginning on November 6, with availability on November 13.“Today ushers in a new era for the world’s best smartphone with the arrival of 5G on the iPhone 12 lineup and we’re excited to work alongside AT&T to introduce a powerful 5G experience to iPhone users,” said Greg Joswiak, Apple’s senior vice president of Worldwide Marketing. “With the seamless integration of world-class hardware and world-class software on iPhone 12 models combined with AT&T’s expansive 5G network, we’re able to provide customers with an advanced 5G experience that offers improved speeds for fast downloads and uploads, higher quality video streaming, and much more.”
References:
https://www.apple.com/newsroom/2020/10/apple-introduces-iphone-12-pro-and-iphone-12-pro-max-with-5g/
https://www.apple.com/apple-events/october-2020/
https://about.att.com/story/2020/apple_iphone.html
https://www.cnn.com/2020/10/12/tech/apple-iphone-12-5g-experience/index.html
https://www.apple.com/iphone-12/specs/
https://techblog.comsoc.org/category/dynamic-spectrum-sharing/
6 thoughts on “Apple announces 3 new 5G iPhone 12 models, but what version of 5G, what frequencies and which carrier networks?”
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Thanks, Alan for the great job summarizing today’s event. The fact that the phones default to 4G to reduce power consumption confirms what experts like Brian Zahnstecher of PowerRox, has been warning that power could be the Achille’s heel of 5G.
For most people, I suspect that features such as the new camera(s), the HDR video recording, the augmented reality capabilities that Lidar will bring will be much more significant than the addition of 5G.
Excellent article, Alan. It was very informative for me.
The author has written about the impending “5G train wreck” over many years. We are witnessing it now.
From a cellular network performance viewpoint, Apple iPhone 12 series and other so called 5G phones cannot possibly have much to offer. This article also cites experts who know that all 5G phones would have a marginal throughput advantage at best… at least for a year or longer.
The WSJ and a few other press articles have shown that 5G speed improvements are spotty and uneven even within one carrier’s network. I have not seen any publication that shows speed measurements over cross-carrier networks. Since each US carrier has its own 5G specification (especially for 5G SA/core network), it is difficult to hypothesize how the users would benefit.
The (relatively) budget-friendly iPhone 12 mini will likely sell more units than any of the other devices unveiled today. The iPhone 12 mini starts at $699, considerably cheaper than the iPhone 12 ($799), iPhone 12 Pro ($999), and iPhone 12 Pro Max ($1099). It is somewhat surprising that the price gap is so large considering the iPhone 12 mini features the same A14 Bionic chip and 5G capabilities as all the other new devices. The most obvious downside (which isn’t even a downside for many), is the smaller 5.4-inch display. Regardless of features, the lower price point will likely be the primary factor differentiating the iPhone 12 mini from the rest of the lineup. In the US, the average selling price of smartphones declined 10% year over year (YoY) to reach $503 in Q2 2020, per Canalys. Apple’s mid-tier devices have also become their most popular in recent years — in 2019, the more affordable iPhone 11 and iPhone XR were among the five best-selling smartphones of 2019 in North America, Europe, and Asia-Pacific (excluding China), according to Counterpoint Research.
https://www.businessinsider.com/three-biggest-takeaways-regarding-apple-new-iphones-2020-10
T-Mobile US has announced offers to get the new iPhones from Apple at low prices from the operator. It’s also the exclusive carrier partner for the new OnePlus 8T phone in the US.
Similar to AT&T and Verizon, T-Mobile is offering the standard iPhone 12 nearly free with a contract. Customers can get USD 850 off the price of an iPhone 12 with bill credits when adding a line and trading in an eligible device. The iPhone 12 Pro is available in a package with two phones and two new lines at USD 100 per month on the Essentials plan when trading in two eligible devices. Pre-orders for the new iPhones start 16 October.
Existing customers can get up to half off the iPhone 12 Pro or up to USD 500 off any of the other new iPhones with 30 monthly bill credits when they trade in an eligible device. Customers who have been with T-Mobile or Sprint for over five years will receive a USD 200 rebate on any new iPhone when they trade in an old device, which can be combined with the USD 500 off deal.
https://www.telecompaper.com/news/t-mobile-us-starts-iphone-12-deals-gets-exclusive-on-oneplus-8t–1357889
Financial Times, 15 Oct 2020 print edition:
The launch of global 5G networks has coincided with US pressure on governments around the world to ban Huawei, the largest telecoms equipment supplier. That has stalled progress in some markets as telecoms companies have had to reverse their plans and react to new laws about high-risk vendors.
Meanwhile the huge amount of capital needed for 5G, and a collapse in the share prices of some of the largest players, has put pressure on telecoms companies to justify the outlay.
In Europe, just under 2m 5G devices were sold in July, according to Jan Stryjak of Counterpoint Research. At just 11 per cent of smartphone sales, that was “still a long way from what is expected from a technology that has now been around for over a year in many markets”, he said.
The pandemic has kept consumers at home more this year, where they can use their own WiFi networks, and away from city centres that often have the best 5G coverage. But Mr Stryjak said the biggest reason for slow 5G device sales is a “dearth” of good devices.
Operators now expect the iPhone 12 launch to drive a rapid adoption in 5G at a faster rate than in previous generations. “It is clearly a trigger for bigger upgrades,” said Jonah Wibergh, chief technology officer of Vodafone Group.
They are also offering consumers generous incentives to trade up. In the US, AT&T is offering hundreds of dollars’ worth of subsidies in one of the largest such promotions of recent years.
Apple’s presentation this week pointed to mobile gaming as one key use case for 5G, introducing a new iPhone version of the popular multiplayer game
League of Legends. But arguments over the App Store’s terms have stopped services such as Microsoft’s xCloud, Google’s Stadia and Facebook Gaming from launching on the iPhone so far. Another selling point touted by Apple was the iPhone 12 Pro’s ability to shoot, edit, watch and share high-quality video footage using the new Dolby Vision HDR format.
Some analysts questioned whether Apple lived up to operators’ expectations in convincing consumers of the real benefits of 5G.
“New and better cameras are great, but the real 5G cycle is at least a year or two away,” said Craig Moffett, senior analyst at MoffettNathanson.
“The iPhone won’t change the world immediately,” said Mr Wibergh. But he argued that the benefits of the introduction of 5G will be apparent over a longer period. “We tend [in telecoms] to over-promise in the short-term and underestimate the long term impact,” he said.
Apple will now be looking to app developers to produce the novel experiences, such as augmented-reality games, that can take advantage of 5G.
“Apple will do more for 5G than 5G will do for the new iPhones,” said Thomas Husson of Forrester Research.