Technology: Apple's iPhone 5G eagerly awaited – South West

The launch of its new iPhone 12, Tuesday, comes as the new generation of 5G mobile telephony takes off, even if it is still far from disrupting everyday life or industries.

US giant Apple is loyal to its "patient" business habits that "lead the market rather than follow it," notes Stephen Mears, analyst for Futuresource Consulting. Apple announced its marketing event with a cryptic phrase, "Hi, Speed", which appears to refer to the speed acceleration promised by 5G.

Global rollout of 5G

In the areas covered, users notice the difference in the download of content, which is faster. Ultimately, the new telecommunications infrastructures will have applications in fields as varied as autonomous vehicles, augmented reality and connected health.

“Last year the use cases and network deployment weren't there yet,” says Mears. "In 2020 the situation will not have changed much, but Apple will not want to be two generations behind 5G handsets."

The deployment of cell towers is very advanced in parts of Asia. Major Chinese cities have 5G and 90% of South Korea's population lives in served areas, according to Futuresource. The firm predicts that sales of smartphones with 5G worldwide will increase from 145 million handsets in 2020 to 303 million in 2021, and 515 million in 2022.

A new iPhone, especially for China

The Californian group "urgently needs 5G now," assures Technsponential's Avi Greengart. "Not for the United States, but for China, where 5G is a determining factor in purchasing." By next year, more than half of the devices in China could be equipped with it.

“In North America, installations are lagging behind Asian markets, but 5G phone penetration is expected to grow significantly in 2021, to 70% from 37% in 2020,” said Mears.
Trade tensions between Washington and Beijing have delayed deployment in the West, the United States having outlawed the use of Huawei, the leading Chinese infrastructure supplier for 5G.

In addition, the American telecom groups, which are already making massive investments, need outlets to justify their spending. Operators "are waiting for the iPhone with 5G to step on the accelerator in the United States," said Patrick Moorhead of Moor Insights & Strategy.

The South Korean Samsung and Huawei, the two biggest sellers of smartphones in the world, released their first models with 5G capability in spring-summer 2019. Google, for its part, recently unveiled two new devices from its Pixel brand. also adept at using new waves.

Four phones at once

According to rumors and experts, Apple could present four iPhone 12s on Tuesday, all with 5G, at base prices between $ 700 and $ 1,100.

"Apple and its Asian suppliers anticipate increased demand for the 6.7-inch model," said analyst Dan Ives of Wedbush Securities. According to him, "iPhone 12 is expected as the launch of the decade".

Tim Cook's firm could sell more than 75 million devices. The analyst estimates that more than a third of the 950 million iPhones in circulation worldwide, or 350 million devices, are likely to be replaced by a newer model in the coming months. "China remains a key ingredient in the success of Apple's recipe," he adds, as "20% of the replacements will come from this region next year."

The global smartphone market "collapsed" in the second quarter of this year, according to Canalys: it fell 14% to 285 million handsets sold, after an already declining first quarter. Apple suffered production delays during the pandemic, which notably delayed the release of its new iPhone SE. Its sales nevertheless continued to grow, while those of its two main rivals were down.

The apple brand has also beefed up its services, which make its various devices (phones, tablets, computers, watches, headsets, etc.) more attractive with an ecosystem of platforms for information, data storage and entertainment.

In September, it launched Apple One, a new subscription for streaming, music, video games and its cloud service (remote computing).

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