It’s not called the “iCamera,” but Apple spent zero time talking about how its brand-new iPhones, the iPhone 11 and iPhone 11 Pro , work as, you know, phones.
As other smartphone makers race towards 5G , Apple is holding back. There are both sensible business reasons and Apple-specific reasons for doing so.
5G right now is a mess. The only US-compatible 5G chipset ready for a fall launch is the Qualcomm X50. It’s in all of the existing 5G phones, but it doesn’t “just work” the way Apple wants its devices to work. It isn’t compatible with the US carriers’ upcoming multi-band networks, and it appears to make devices overheat in the summer. The antenna modules for the early 5G networks are also finicky at best.
Apple could have gone the route of many other phone makers and released a mid-band-only 5G phone, which would be broadly usable in Europe and China but only work on Sprint in the US, but Apple would never drive AT&T and Verizon, or their subscribers, nuts in that way. Even more than for other manufacturers, the US is Apple’s core market, and Apple wants to keep us happy.
The other factor is that all these 5G chips come from Qualcomm. Apple just settled a long-running battle with Qualcomm, made peace and agreed to a six-year deal which included several years of agreeing to buy Qualcomm’s modems again. That agreement came too late for these phones, though, so Apple is left using the final generation of 4G modems made by Intel before Intel ditched the 5G modem business and Apple hired most of its staff.
Wait, you ask—if Apple hired Intel’s staff, why doesn’t it just go ahead and make its own modems, the way it makes its own processors? Patience, grasshopper; the company certainly intends to do that, but a few years from now, so it’s made a supply agreement with Qualcomm in the interim. Observers generally expect to see Apple’s modems starting in 2022 or 2023 .
Analyst Patrick Moorhead points out that the lack of a 5G modem will hurt sales in China, but between the collapse of Intel’s modem business, the new agreement with Qualcomm, and Apple wanting to release a 5G device worldwide at the same time, Apple is just going to take the hit there.
That will shake out by late 2020. At that point we’ll likely have the next-generation Qualcomm modem, which will support all four carriers’ short-range and long-range 5G networks. We’ll also have much broader buildouts, so people can actually use their phones on 5G. Then Apple will swoop in with what I’m sure they’ll say will be the first good 5G phone ever, starring Qualcomm’s latest kit. No 5G? So How’s the 4G?
I’m almost certain the new iPhones use Intel’s XMM 7660 4G modem, although that’s going to have to wait for teardowns.
So what does that get you, in terms of connections?
According to Apple, the iPhone 11 Pro has “gigabit class LTE with 4×4 MIMO and LAA” but also […]