Apple Hardware Event 2018

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Apple Arcade is Apple’s new cross-platform gaming subscription

Apple wants to tilt the balance from ad-laden freemium gaming titles toward all-access ad-free gaming experiences that can be downloaded across platforms on iOS, macOS and tvOS.

At the company’s services event this morning, they announced Apple Arcade, their new premium subscription service for gaming across their hardware products. “We want to make gaming even better,” Apple CEO Tim Cook said onstage.

The subscription will boast 100+ new and exclusive games while Apple will be adding new content “all the time.” It looks like the company will have a hand in building out the titles by working directly with developer partners to produce titles. Early partners include names like Disney, Konami and Lego.

Another important note: All games will be playable offline. This is a content play rather than a tech product like Google’s recently announced Stadia game-streaming platform. The subscription will provide access to all of the content in the games without ads.

Apple has the benefit of building this directly into the App Store; you’ll be able to access Apple Arcade from a new bottom tab in the App Store app. This may be the company’s best chance at leveraging its strength on iOS to finally build a better home for games on Mac.

The service is coming this fall. Apple oddly didn’t detail pricing, though they did share it would be launching in 150 regions.

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XS, XR, XS Max? The difference between the new iPhones

XS is the normal one. XR is the cheap one. XS Max is the big one. That’s a good start to understanding Apple’s confusing naming scheme for its new line of iPhones. Apparently jealous of Android’s fragmentation, Apple decided it needed three different models, three different storage sizes and nine different colors.

You can think of the XS as the updated iPhone X, the Max as the new Plus and the XR as a revival of the great-for-kids budget iPhone SE. Here’s a comparison of their features, prices, options and release dates.

The iPhone XS — standard, smaller, sooner

Apple’s new flagship phone is the iPhone XS. If you want the best Apple has to offer that will still fit in your pocket, this is the one for you.

It’s got a 5.8-inch diagonal OLED “Super Retina” HDR screen with 458 pixels per inch, which is actually taller than the old 8 Plus’s 5.5-inch screen, but it’s a little thinner, so it has less total screen volume. Dual 12 megapixel cameras offer stabilization and 2X optical zoom, plus the new depth control Portrait mode feature. It’s $999 for the 64GB, $1,149 for the 256GB, or $1,349 for the 512GB.

It comes in silver, gold and space gray, all in stainless steel that’s waterproof to two meters. Pre-orders start Friday, September 14th, and they ship and hit stores on September 21st.

The iPhone XS Max — bigger screen, bigger price

If you love watching movies, browsing photos and shooting videos on your phone, you’ll want the iPhone XS Max.

The 6.5-inch OLED “Super Retina” HDR screen is the biggest ever on an iPhone, dwarfing the 8 Plus’s screen, yet with a similar device size since the XS Max takes up more of the phone’s face. The twin 12 megapixel lenses stabilize your images and offer 2X optical zoom, as well as Portrait mode depth control.

It also comes in stainless steel silver, gold and space gray that are all waterproof to two meters, and costs $100 more than the XS at $1,099 for 64GB, $1,249 for 256GB or a whopping $1,449 for 512GB. As with the XS, pre-orders start Friday, September 14th, and you can get it in your hands on September 21st.

The iPhone XR — colorful, cheaper, duller

Don’t need the sharpest or biggest new screen and want to save some cash? Grab an iPhone XR. Its size comes in between the XS and XS Max, with a 6.1-inch diagonal LCD “Liquid Retina” screen with 326 pixels per square inch.

Fewer pixels and no HDR display means the XR won’t look quite as brilliant as the XS models. The XR also only has one 12 megapixel camera lens, so it doesn’t offer stabilization or 2X optical zoom like its XS siblings, but it still gets the cool Bokeh-changing Portrait mode depth control.

The XR is only waterproof to one meter instead of two like its expensive sisters, and lacks 3D Touch for quick access to deeper features.

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As a bonus with the XR, you do get 1.5 hours of additional battery life and six color options in the aluminum (“aloominium” if you’re Jonny Ive) finish: white, black, blue, yellow, coral and red. And it’s cheaper at $749 for 64GB, with $799 for 128GB and $899 for 256GB.

If that’s not cheap enough, you can now get the iPhone 7 for $449 and the iPhone 8 costs $599 — though there are no more iPhones with headphone jacks now that the 6S and SE are getting retired. In hopes that you’ll buy a pricier one, the XR arrives a month later than the XS models, with pre-orders on October 19th and shipping October 26th.

Apple may find this level of customization lets everyone find the right iPhone for them, though it could simultaneously produce decision paralysis in buyers who aren’t confident enough to pay. While it’s a headache at first, you’ll end up with a phone fit for your style and budget. Though without a ton of improvements over the iPhone X, you might not need an “iPhone Excess.”

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Apple is releasing iOS 12 on September 17th

Even if you don’t plan on buying a new iPhone, you’ll be able to get a bunch of new features next week. Apple plans on releasing iOS 12, the next major version of iOS, on Tuesday, September 17th.

As always, iOS 12 will be available as a free download. If your iPhone or iPad runs iOS 11, you’ll be able to update to iOS 12 as Apple plans to keep supporting all existing iOS 11 devices.

Here’s a quick rundown of what’s new in iOS 12. The main feature of iOS 12 is a performance improvement, especially for older devices. If you have an iPhone 6 or an iPad Air for instance, you should see a big improvement when it comes to launching apps, triggering the camera and entering text.

The other big theme of the year is new features to help you spend less time using your phone. There’s a new Screen Time feature to see and control how much time you spend using each app. Notifications are now grouped and you can silence them from the lock screen. You also can turn on Do Not Disturb when you’re in a meeting, for a few hours or for longer.

Apple didn’t stop there, and added new power features as well. Developers will be able to take advantage of a new file format for augmented reality and new features in ARKit 2.0. Apple is releasing the Workflow app as a new Siri Shortcuts app. Developers will be able to add information to Siri, as well, so that you can add a boarding pass or a music playlist to Siri.

The Photos, News and Stocks apps have been improved, as well as Apple Books (the app formerly known as iBooks). Apple is introducing Memoji on the iPhone X. It’s a customized avatar that you can use in iMessage and FaceTime to represent you.

If you want to learn more, read my iOS 12 preview to get my thoughts on this update.

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Here are the prices of the iPhone XS, XS Max and XR

Apple just unveiled brand new phones. The iPhone XS and XS Max are the two new flagship devices, replacing the iPhone X. The iPhone XR is replacing the iPhone 8 and iPhone 8 Plus with Face ID and an edge-to-edge design.

And maybe you were waiting for this press conference to buy a new smartphone. So here’s a quick rundown of how much you’re going to pay for those devices.

The iPhone XS is are available with 64GB, 256GB or 512GB of storage for $999, $1,149 or $1,349. You need to add $100 on top of that for the iPhone XS Max with a bigger display ($1,099, $1,249 or $1,449). There are three different colors — silver, gold and space gray.

The iPhone XR replaces the iPhone 8 and iPhone 8 Plus. It will start at $749 for 64GB, with 128GB and 256GB also available for $799 and $899. There will be plenty of color options — white, black, blue, yellow, coral and red.

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As a comparison, the iPhone X cost at $999 for the 64GB model and $1,149 for the 256GB model. The iPhone 8 used to cost $699 with 64GB or $849 with 256GB. The iPhone 8 Plus was $100 more expensive for each option ($799 or $949).

In other words, if you’re confused, the iPhone XR is the entry-level device of this year’s iPhone lineup. The iPhone XS and XS Max are the exact same phone in two different screen sizes. They are the premium devices in the lineup, with a better display, better cameras and better material (stainless steel).

For the iPhone XS, pre-orders start on Friday and shipments start on September 21st Pre-orders of the iPhone XR will start on October 19th and ship on October 26th.

If you want something cheaper, the iPhone 7 now costs $449 for 32GB (with 128GB model also available) and the iPhone 8 costs $599 for 64GB (with 256GB model also available).

A quick recap:

  • iPhone 7: $449/32GB, $549/128GB
  • iPhone 7 Plus: $569/32GB, $669/128GB
  • iPhone 8: $599/64GB, $749/256GB
  • iPhone 8 Plus: $699/64GB, $849/256GB
  • iPhone XR: $749/64GB, $799/128GB, $899/256GB
  • iPhone XS: $999/64GB, $1,149/256GB, $1,349/512GB
  • iPhone XS Max: $1,099/64GB, $1,249/256GB, $1,449/512GB

That’s a long lineup.

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So long then, iPhone home button…

… it was nice pressing you. Well, at least some of the thousands and thousands of times. Apple has finally abandoned a feature that’s been a staple of its smartphones since the very start, over a decade ago: A physical home button.

The trio of almost-all-screen iPhones unboxed today at its Cupertino HQ go all in on looks and swipes, with nothing but a sensor-housing notch up top to detract from their smoothly shining faces. 

Last year Apple only ditched the button on its premium iPhone X handset, retaining physical home buttons on cheaper iPhones. But this year it’s a clean sweep, with buttons dropped across the board.

If you want to go home on the new iPhone XS, iPhone XS Max or iPhone XR (as the trio of new iPhones are confusingly named) well, there’s a gesture for that: An up swipe from the bottom edge of the screen, specifically. Or a look and that gesture if your phone is locked.

This is because Apple has also gone all in on its facial biometric authentication system, Face ID, for its next crop of iPhones — throwing out the predecessor Touch ID biometric in the process.

“Customers love it!” enthused Apple’s marketing chief, Phil Schiller, talking up Face ID from the stage, after CEO Tim Cook had reintroduced the tech by collapsing it all to: “Your phone knows what you look like and your face becomes your password.”

“There’s no home button,” confirmed Schiller, going over the details of the last of the three new iPhones to be announced — and also confirming Face ID is indeed on board the least pricey iPhone Xr. “You look at it to unlock it… you look at it to pay with Apple Pay,” he noted.

So hey there Face ID, goodbye Touch ID.

Like any fingerprint biometric Touch ID is fallible. Having been doing a lot of DIY lately it simply hasn’t worked at all for my battered fingertips for more than a month now. Nor does it work well if you have dry skin or wet hands and so on. It can also be hacked with a bit of effort, such as via silicone spoofs.

Still, Touch ID does have its fans — given relative simplicity. And also because you can register multiple digits to share biometric access to a single iPhone with a S.O. (Or, well, your cat.)

Apple has mitigated the device sharing issue by adding support for two faces per device being registered with Face ID in iOS 12. (We haven’t tested if it’ll register a cat yet.)

However the more major complaint from privacy advocates is that turning a person’s facial features into their security and authentication key normalizes surveillance. That’s certainly harder to workaround or argue against.

Apple will be hoping its general pro-privacy stance helps mitigate concerns on that front. But exactly how the millions of third party apps running on its platform make use of the facial biometric feature is a whole other issue, though.

Elsewhere, debate has focused on whether Face ID makes an iPhone more vulnerable to being force unlocked against its owner’s will. The technology does require active interaction from the registered face in question for it to function, though — a sort of ‘eyes-on’ check and balance.

It’s probably not perfect but neither was a fingerprint biometric — which could arguably be more easily forcibly taken from someone in custody or asleep.

But it’s irrefutable that biometrics come with trade-offs. None of these technologies is perfect in security terms. Arguably the biggest problem is there’s no way to change your biometric ‘password’ if your data leaks — having your fingerprints or face surgically swapped is hardly a viable option.

Yet despite such concerns the march towards consumer authentication systems that are robust without being hopelessly inconvenient has continued to give biometrics uplift.

And fingerprint readers, especially, are now pretty much standard issue across much of the Android device ecosystem (which may also be encouraging Apple to step up and away now, as it seeks to widen the gap with the less pricey competition).

In the first year of operation its Face ID system does appear to have been impressively resilient, too — barring a few cases of highly similar looking family members/identical twins. Apple is certainly projecting confidence, now, going all in on the tech across all its iPhones.

If you’re inconsolable about the loss of the home button it’s not entirely extinct on Apple hardware yet: The iPad retains it, at least for now.

And if it’s Touch ID you’re hankering for Apple added the technology to the MacBook Pro’s Touch Bar (on 2016 models and later).

Yet the days of poking at a physical button as a key crux of mobile computing do now look numbered.

Contextual computing — and all it implies — is the name of the game from here on in. Which is going to raise increasingly nuanced questions about the erosion of user agency and control, alongside major privacy considerations and related data ethics issues, at the same time as ramping up technological complexity in the background. So no pressure then!

At the end of the day there was something wonderfully simple about having a home button always sitting there — quietly working to take people back to a place they felt comfortable.

It was inclusive. Accessible. Reassuring. For some an unnecessary blemish on their rectangle of glass, for sure, but for others an important touchstone to get them where they needed to go.

Hopefully Apple won’t forget everything that was wrapped around the home button.

It would certainly be a shame if its spirit of inclusiveness also fell by the wayside.

Photo by Kim Kulish/Corbis via Getty Images

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Apple introduces the iPhone XS and iPhone XS Max

Another year, another set of brand spankin’ new iPhones. But this year, little has been left to the imagination as leaks have continued to spring up over the course of the past few months.

Today, however, the new iPhone becomes official. Apple has introduced a new models of the premium iPhone, the iPhone XS, which comes in three finishes, gold, silver and space grey.

So let’s take a look at the details.

Design

The new iPhone doesn’t look all that different from the iPhone X, but that is always the case with the “S” years. The phones come in gold, silver and space grey and are made with surgical grade steel, as well as a new glass formulation for durability.

The Apple team has also upgraded the dust and water resistance of the iPhone, bumping it to IP68 rated, with water resistance up to 2 meters deep for several minutes. Schiller added that the phone was tested in many liquids, including orange juice, tea, wine and beer.

Display

The new display on the iPhone XS is a Super Retina OLED display, but it has 60 percent greater dynamic range than the previous generation. Displays come in two sizes — 5.8-inch and 6.5-inch — with 458 pixels per inch.

The bigger phone is called the iPhone XS Max.

Unfortunately, on both models, that notch is still hanging out at the top of the phone, but not without good reason. Housed in that sliver of bezel is an infrared camera, flood illuminator, ambient light sensor, proximity sensor, speaker, microphone, front camera, and dot projector.

Much of this, of course, allows for FaceID to continue on this next gen of the iPhones. It has a faster secure enclave and faster algorithms have improved FaceID in the iPhone XS, with Phil Schiller saying it’s the most secure facial authentication in a smartphone ever.

Specs

Perhaps the biggest spec upgrade on the iPhone XS is the new A12 Bionic chip, the industry’s first 7nm chip with 6.9 billion transistors. It has a 6-core CPU, with two high-performance cores that are 15 percent faster and 40 percent lower power than the A11. There’s also a new 4-core GPU in the A12 that’s 50 percent faster with tessellation and multilayer rendering.

Plus, there is a new neural engine with an 8-core dedicated machine learning processor.

So how does that translate to real-world use? Well, the new iPhone XS is capable of 30 percent faster app opens thanks to that A12 Bionic chip.

As is standard with Apple, the company gave some other examples of how this processor will change the way we operate on our phones, including software upgrades from iOS 12 like AR, Memoji, and Siri shortcuts. Apple also did a demo from Bethesda showing off the A12 powering the new Elder Scrolls Blades game.

In the storage department, the iPhone XS comes with up to 512GB of storage.

Camera

The camera has always been a huge feature for the iPhone and this next generation is no exception.

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The XS features a 12-megapixel wide camera and 12-megapixel telephoto lens sensor as part of the ongoing dual-camera system on the iPhone. There are, however, new sensors in the wide camera offering a f.18 aperture, with a f.24 aperture on the telephoto lens. TrueTone flash has also been updated with an advanced flicker-detect system.

On the front side, you’ll find a 7-megapixel camera with f2.2 aperture and a faster sensor.

The A12 Bionic chip is helping out, and is now part of the image processing chain with the Image signal processor inside. This offers better facial ‘landmarking’ for red eye reduction and improved portrait mode.

Plus, Apple is introducing something called “Smart HDR.” As Panzarino noted in the live blog, “basically it shoots additional frames of highlight and shadow detail and then uses the Neural Engine to pick the best ones to combine into an HDR photo. This is more frames and theoretically more range represented in the photo than iPhone X.”

Apple has also improved ‘bokeh’ effect, which is the removal of focus or the addition of blur in the background of portrait mode photos. The improvements allow for smoother transitions from foreground to background and better bloom of background shapes.

But it goes beyond the original shot. A new slider will allow users to adjust the depth of field related to a certain camera aperture, letting folks deepen or reduce the depth of field after the photo is taken.

In terms of video, the biggest and most obvious upgrade is that users can record full stereo audio.

Dual-Sim

For the first time, Apple is debuting dual-SIM support for the iPhone XS and iPhone XS Max. With the exception of China, this will be accomplished through eSIM (or, electronic SIM cards), which will give users the option for a physical SIM slot and a complimentary eSIM.

In China, the iPhone XS will be made with two physical SIM slots because Apple can’t do eSIM in that region.

Put plainly, dual-SIM support allows a user to have two phone numbers on a single phone, like a domestic phone number and an international carrier.

Pricing and Availability

Both the iPhone XS and iPhone XS Max come in three configurations: 64GB, 256GB, and 512GB. The iPhone XS starts at $999, while the iPhone XS Max starts at $1099.

Pre-orders begin on Friday, September 14, and the products will ship (and be available in store) on September 21.

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Apple unveils the Apple Watch Series 4

Apple just unveiled an updated Apple Watch. And this year’s new Watch is all about the display. Thanks to thinner bezels and a slightly bigger casing, you’ll see more on your screen.

“Apple Watch isn’t just the number one smart watch, it’s the number one watch in the world period,” Apple CEO Tim Cook said before introducing Apple COO Jeff Williams.

Williams framed the Apple Watch as a communication device, a fitness device and a health monitoring tool. For instance, the Apple Watch can notify you if you have an unusual heart rate. It’s clear that Apple has put aside the idea that the Apple Watch is an app platform.

“Everything about it has been redesigned and reengineered,” Williams said. The design still looks very familiar, but it’s clear that the screen is bigger. You don’t necessarily see it when there’s a dark watch face. But it’s striking in the Breath app for instance.

The small version has a 32 percent larger display, and the bigger version has a 35 percent larger display. Thanks to a brand new watch face, you can place up to eight complications at once. It looks busy but it works.

To allow for a bigger display, the company had to make the Watch slightly larger. The 38mm model is now called the 40mm model, and the 42mm model is now 44mm large.

According to Williams, the total volume of the Series 4 model is still smaller than the volume of the Apple Watch Series 3 thanks to a thinner design. So there you go — a larger Watch in a thinner body.

The display now has rounded edges just like on the iPhone X. The digital crown has been redesigned to give you haptic feedback. The speaker is 50 percent louder. I’m not sure who uses this speaker, but if you need to make a quick phone call or use the new walkie-talkie feature in watchOS 5, it’s now better.

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The back of the device is now made of black ceramic and sapphire crystal, which should help when it comes to cellular reception. The new system-on-a-chip (the S4) is supposed to be twice as fast as the one in the Series 3. Thanks to a new gyroscope, the Watch can detect a fall, which could be particularly useful for elderly. If the device senses a fall and you don’t move for a minute, the Apple Watch will automatically call emergency services.

In addition to traditional heart beat data, the device will now track heart rhythm and notify you if you have atrial fibrillation. But you can even take a full ECG from the Watch now. You just have to open the app and hold your finger on the crown for 30 seconds. All your data is then stored in the Health app on your iPhone. You can then share the PDF of your ECG with a doctor.

Apple had already written patents about ECG on the Watch, but the fact that it’s already available is a surprise. You generally can’t buy an ECG device over the counter. And the Apple Watch has received FDA clearance for the Apple Watch’s ECG feature.

AFib detection and ECG will be available later this year in the U.S. The company will then roll them out to other countries around the world.

Williams used this opportunity to remind everyone that the company won’t have access to your medical information. All your health and fitness data is encrypted on your device.

And that’s a wrap for the new Apple Watch. It features brand new heart rate features, a larger display with a refined design, a faster chipset and the same battery life. The Apple Watch Series 4 is available in the same aluminum and stainless steel versions. In addition to grey and black stainless steel, there’s a new gold stainless steel option.

All existing bands will be compatible with the new Watch. You’ll also be able to buy a new Nike band as well as new Hermès bands. The Series 3 is sticking around for $279. The Series 4 starts at $399 for the aluminum version, and $499 for the aluminum version with cellular features. Pre-orders start on Friday and the device will be available on September 21st.

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Live from Apple’s iPhone event

Gooooood morning, Cupertino. Today’s the big event at Apple HQ. 2018’s been a slow year for Apple hardware (including a complete no-show at WWDC a few months back). As ever, we’ll be on-hand to help make sense of all the news as it breaks, and you can follow along with our handy live blog below. For those who want it straight from the source, you can follow Apple’s live stream or over on Twitter.

As far as what to expect, by all accounts there’s going to be A LOT. New iPhones are basically a given. Likely there will be a sequel to the iPhone X, along with a cheaper version that keeps the design intact, while swapping the OLED for something a bit cheaper. A new version of the Apple Watch also seems like all but a given at this point. Here’s a rundown of the most likely announcements for today’s big show to help you brace for the news.

Things kick off at 10AM PT, 1PM ET.

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Apple’s 5G iPhone conundrum

Wednesday is Apple’s big product release day, where analysts expect the company to release the next edition of the iPhone. While the usual upgrades to the screen, CPU, and storage are expected as always, one major lingering question is how the company is going to handle 5G, the next-generation telecommunications standard.

The conventional wisdom among analysts is that Apple will ignore 5G in 2018 and 2019 just as it took extra time to rollout 3G and 4G chipsets in its phones. A typical example of this analysis comes from Chris Smith at BGR, who says that “We already saw what Apple did when 4G LTE came out. The company waited for carriers actually to offer decent coverage before launching the first 4G iPhone. That was the iPhone 5, by the way, which launched more than a year after the first Android-based LTE phones came out.”

I’m not nearly as convinced. There are many reasons for Apple to ignore the tech this year, which I will get to in a moment, but one major factor could drive an earlier discussion of 5G than expected: Apple’s growth markets, particularly in China.

China is becoming one of Apple’s most important markets for its smartphones, and particularly for its flagship iPhone X. Its greater China revenue in the third quarter of this year was $9.6 billion, and its operating income from the region was just shy of Europe’s. More importantly, greater China is just slightly behind the Americas as the fastest-growing region for Apple’s sales.

That makes 5G a particularly challenging issue for the company. China has made 5G leadership a critical pillar of its industrial strategy, and many analysts believe the country will set the pace for 5G rollouts globally. Furthermore, Chinese consumers are deeply interested in buying premium products and experiences, and adoption for 5G is expected to be strong and rapid.

With the technical specifications around the 5G standard complete, companies are racing to build the chipsets and deploy the infrastructure necessary to enable this new standard in smartphones and other devices. Early networks are expected to be deployed in 2019, and chipset maker Qualcomm has publicly unveiled more than a dozen handset manufacturers who are partnering with it on 5G. For instance, Vivo, a Chinese smartphone manufacturer, announced today that it was developing its first “pre-commercial 5G smartphones” for launch next year.

The speed and timing of the 5G rollout is awkward for Apple, which has traditionally timed its iPhone events for September. It almost certainly will make no announcements this week, but its next iPhone launch would likely be September 2019 — giving Chinese handset manufacturers with early 5G devices nearly exclusive access to the local market for the first three quarters of next year.

Apple would find itself falling behind its competitors in a fast-moving and critical growth market. While the company has built a brand in the country with devoted fans, its place in the market is not nearly as secure as in the U.S., particularly as the trade war between the two nations reaches a fevered pitch.

There’s no doubt that the challenges for Apple to include the technology are immense. First is the patent licensing cost, which Jeremy Horwitz at VentureBeat put at roughly $21 per device, up from around $9 for 4G. Second, the leading American company in 5G is believed to be Qualcomm, which Apple has been fighting in a long-running patent war, to the point that the company has been actively trying to remove Qualcomm equipment from its phones. Apple’s name was notably absent from Qualcomm’s 5G partner list.

While some early chip designs are available, they are hardly ready for primetime, and certainly not for a flagship phone like the iPhone X. Nor do I expect that Apple will imply on Wednesday that the company will support 5G in future releases and dampen enthusiasm for its newly-released devices. No one wants to be told that next year’s devices are going to be better than one released just minutes ago.

Instead, I expect Apple will use smoke signals to clearly demonstrate that it intends to remain at the cutting edge of 5G deployment. That could include joining certain industry trade groups, testing the technology in a more public fashion, and potentially releasing a roadmap next year, say at its Worldwide Developers Conference, which is traditionally held in June and thus earlier in the year than its September iPhone events.

What would be concerning though is if we get to the end of 2018 and into 2019 with nary a peep from the company about its plans for the technology. Given its commitment to China, as well as its leading position within the smartphone market, the company has to engage on the technologies around 5G in a public manner in order to prevent a loss in its competitive position.

Ultimately, much will depend on China Mobile and other telcos in China as well as around the world on how fast they can deploy 5G infrastructure (sadly, it looks increasingly like the U.S. faces a bumpy road in that direction). Beyond gold iPhone rumors, 5G may well be the first time that China drives the company’s product roadmaps, and it should be wary of finding itself on the defensive.

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