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Apple just had its best quarter in India

When Apple reports its earnings on Wednesday, you can expect mentions of India on the call.

Apple shipped more than 1.5 million iPhone units in India in the quarter that ended in December, up 100% year-on-year, making this its best quarter in the world’s largest smartphone market to date, according to research firms Counterpoint and CyberMedia.

Thanks to the improved sales of older generation iPhone 11, iPhone XR, iPhone 12 and the newer iPhone SE, Apple doubled its market share in India to 4% in the quarter, the research firms said.

Overall, Apple shipped more than 3.2 million iPhone units in India in 2020, up 60% year-on-year, Counterpoint said.

The shipment growth comes months after Apple launched its online store in the country and offered customers a wide-range of financing and upgrade options, AppleCare+, and lucrative perks such as a free set of AirPods with the purchase of iPhone 11. The company plans to open its first physical retail store in the country later this year.

For more than a decade, Apple has struggled to sell its handsets in India because of the expensive price tags they carry. Most smartphones that ship in India are priced between $100 to $200. Samsung, and a group of Chinese smartphone vendors including Xiaomi, Oppo, and Vivo flooded the market in the past decade with their affordable smartphones.

None the less, in recent years Apple has visibly grown more interested in the country that is also one of the world’s fastest growing smartphones markets. The company’s contract manufacturers today locally assemble a range of iPhone models and some accessories — an effort the company kickstarted more than two years ago. (A recent violent event at an Indian facility of Wistron, one of Apple’s contract manufacturers, however, underscored some of the challenges Apple will grapple with as it looks to scale its local production efforts in the country.)

That move has allowed Apple to lower prices of some older generation iPhone models in India, where for years the company has passed import duty charges to customers. The starting price of the iPhone 12 Pro Max is $1,781 in India, compared to $1,099 in the U.S. (Apple has yet to start locally assemble the iPhone 12 units.) The AirPods Pro, which sells at $249 in the U.S., was made available in India at $341 at the time of launch. AirPods Max, similarly, is priced at $815 in India, compared to $549 in the U.S. (It doesn’t help that an average person in India makes $2,000 a year.)

Unlike most foreign firms that offer their products and services for free in India or at some of the world’s cheapest prices, Apple has focused entirely on a small fraction of the population that can afford to pay big bucks, Jayanth Kolla, chief analyst at Convergence Catalyst, told TechCrunch.

That’s not to say that Apple has not made some changes to its price strategy for India. The monthly cost of Apple Music is $1.35 in India, compared to $9.99 in the U.S. Its Apple One bundle, which includes Apple Music, TV+, Arcade and iCloud, costs $2.65 a month in India.

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A better look at Apple’s iPhone 12 Pro Max and iPhone Mini

The various iterations of the new iPhone were announced 800 million years ago. Actually, wait, I just double checked — it was only about two or so weeks ago, but it turns out that time has no meaning anymore. Another cursory glance at my calendar tells me that, while the iPhone 12 and iPhone 12 Pro were released in late-October, not long after being announced, the iPhone 12 Pro Max and iPhone Mini, meanwhile, won’t be available for sale for another week or so.

You can check out Matthew’s substantial review of those middle of the line devices here. And while we wait for the low and high end of the line to arrive, I spent a little time with the devices and snapped a couple of photos with the products, which you can check out below.

Image Credits: Brian Heater

Again, we can talk more in-depth write-ups at some point in the future, likely, but for now a smattering of thoughts and images. Consider this a kind of make up for the sorts of hands-ons with products we used to do at Apple’s in-person events, back in the before times, when Apple had in-person events.

All of the four sizes were present and accounted for. As someone who’s been testing a fair number of large Android devices in recent months, the 6.7-inch Pro Max doesn’t appear exceptionally large. As you can see in that top photo, however, the difference between it and the Mini is pretty pronounced.

Image Credits: Brian Heater

It’s amazing how quickly our perceptions of screen sizes have shifted over the years, that a handset sporting a screen two inches larger than the original iPhone is now considered “mini” by a fairly considerable margin. Heck, even the 6-inch Pixel 5 I’ve been using off and on feels pretty small by today’s standards.

The standard iPhone 12 and 12 Pro’s 6.1-inch display seem like a pretty good sweet spot for many or most users. Many of the key specs are surprisingly consistent, given the $400 price difference between the high and low end. All sport 5G connectivity, the new magnetic MagSafe connector, OLED displays and an A14 chip.

Beyond size, storage and battery capacity, the big differentiator are the cameras. No huge surprise there, as that continues to be where most smartphone manufacturers are making their biggest strides. Here’s a chart we made to break down those distinctions:

The iPhone 12 Pro Max and iPhone 12 Mini hit retail November 13.

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What the iPhone 12 tells us about the state of the smartphone industry in 2020

The smartphone industry was in transition well before COVID-19 was a blip on anyone’s radar. More than 13 years after the launch of the original iPhone, these products have long since transitioned from luxury items to commodities, losing some of their luster in the process. The past several years have seen slower upgrade cycles as consumers grew reluctant to pay $1,000 or more for new devices.

And while the iPhone 12 was no doubt in development long before the current pandemic, the pandemic’s global shutdown has only exacerbated many existing problems for smartphone makers. The clearest representation of Apple’s reaction is in the sheer number of iPhones announced at today’s “Hi Speed” event. Long gone are the days when a company could rest on a single flagship or two.

Today’s event brought a grand total of four new iPhone models, ranging in price from $699 to $1,099: the 12, 12 mini, 12 Pro and 12 Pro Max. As with the Apple Watch, the company is keeping last year’s iPhone 11 around and has cut the price to $599. That puts the older model in the high-mid-range for Android devices, but represents a far cheaper entry point than we’re accustomed to for Apple phones.

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Apple’s iPhone 12, 12 mini, 12 Pro and 12 Pro Max: what’s the difference?

Gone are the days a company like Apple could simply roll out a single flagship handset or two. Consumer demands have evolved quite a bit in the more than 13 years since the company released its first smartphone, and its offerings have had to evolve with it. That means now, more than ever, offering a broad range of choice in terms of feature set, size and price.

Apple actually announced four phones at today’s event: the iPhone 12, 12 mini, 12 Pro and 12 Pro Max. Add to that the fact that the company is keeping the 11 around at a lower price point, and that leaves iOS devotees with more options than ever when it comes to purchasing a new handset, with starting prices ranging from $599 to $1,099. And, of course, configurations go up from there.

All of the new devices announced today share some key common features: 5G connectivity, the new magnetic MagSafe connector, OLED displays and the A14 chip, for starters. They also get the new iPad Pro-style design, complete with straight edges that allow for the placement of additional antennas for the next-gen wireless connectivity. From there, however, things get more complicated. There’s a range here in size, cameras and capacity for starters.

Here’s a handy chart to keep it all straight:

chart comparing iPhone 12 models

[click to enlarge]

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Apple’s iPhone 12 starts at $799, sporting 5G and a magnetic adapter

It took a bit longer than usual (thank COVID-19 for some insurmountable manufacturing delays), but the iPhone 12 is here. And as expected, it comes bearing 5G. The latest version of Apple’s smartphone also arrives in a variety of different sizes, as the company continues to adjust to changing consumer purchasing patterns around mobile devices.

The inclusion of next-gen wireless is, of course, the flagship feature here. Apple is far from the first company to offer 5G on a handset, but given a bit of a bottleneck in adoption given the extremely odd year we’ve been experiencing. According to recent numbers from Canalys, only 13% of handsets shipping in the first half of the year were 5G capable. That means there’s a long way to go, and Apple finally adopting the tech will certainly move the needle.

CEO Tim Cook kicked off the announcement by inviting Verizon (TC’s parent co.) on stage to sell the carrier’s UWB take on the tech and announce that it’s gone “nationwide.” 5G will be available on all of the new models announced today. The specifics of the 5G will vary based on location — here in the States, for example, mmwave will also be available.

As expected, the line gets a full redesign, borrowing cues from the iPad Pro, including a flat edge more in line with older devices than the newer curved models. The device is also 11% thinner and lighter than its predecessor. The redesign also makes it possible for the company to pack more antennas into the edge of the device.

There’s a Corning glass display. Apple says it worked directly with with the Gorilla Glass maker to develop ceramic shield, which it states is around six-times more reliable in drop tests. The smartphone sports an OLED display (which appears to be consistent across the new devices, as well), with double the number of pixels as the iPhone 11.

The handset sports the already-announced A14 bionic chip. Apple’s silicon sports six-cores on its CPU and four on its GPU. The latter will go a ways toward extending its position in mobile gaming. The company used that opportunity to announce that it will be bringing Riot Games’ League of Legends: Wild Rift to the handset. As anticipated, the base model 12 sports a dual-camera rear — with 12-megapixel wide and ultra-wide lenses. Night Mode has been improved across the devices and added to the front camera.

The MagSafe name is back — albeit far removed from the version we all fondly remember from the Mac. Here it refers to a magnetic system built into the rear of the device that lets compatible accessories snap directly onto the device. That includes a slew of different products from Apple and third-parties, including wireless charging pads and cases. The list includes Apple’s own combination phone/Watch charger — not quite AirPower, but still fun.
Speaking of charging, the Lightning port is still very much on-board, in-spite of dropping it on some iPad models. Speaking of dropping things, Apple is getting rid of a bunch of the inbox accessories, including Earpods and the adapter, ostensibly for environmental purposes.
The new iPhone starts at $799 — $100 more than the also-announced iPhone 12 mini. The model will also be joined by the higher-end Pro and Pro Max, priced up to $1,099. The 12 and 12 Pro are available preorder on Oct 16 and starts shipping the 23rd. The Pro Max and mini versions ship on November 13.

 

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What to expect from Apple’s ‘Hi Speed’ iPhone event

For starters, iPhones, of course. That one was easy. The company skipped out on new mobile devices during its recent Apple Watch event, owing to COVID-19-related delays. And, of course, the fact that the events are all pre-taped and virtual now means companies can more easily split them up in ways that were harder to justify when people were expected to fly in from all over the world.

That doesn’t mean we won’t be getting more than just a phone (or, more like multiple phones). While Apple’s been more inclined to host more, smaller events, there’s a decent chance this is going to be the last major event the company hosts before the holidays. That means it’s going to want to get a lot of bang for its buck this time out.

The iPhone 12 is expected to be the centerpiece, of course. The headline feature will almost certainly be 5G. Apple’s been a little behind the curve on that front versus its Android competitors (Samsung, for instance, has several devices with next-gen wireless), though another knock-on effect from the pandemic has been a slower than expected adoption of the tech. So in some ways, Apple’s really right on time here. In the U.S., the company is said to offer both the mmWave and sub-6Ghz 5G technologies. Availability may vary depending on the needs of a given market.

Rumors point to a bunch of different models. After all, gone are the days a company like Apple could just offer up a big premium device and be done with it. Sales for high-end devices were already drying up well before the virus came along to bring smartphone sales to a screeching halt there for a bit. People were already tired of paying in excess of $1,000 for new phones when the ones they already had still did the job perfectly fine.

There are supposedly four sizes arriving. There will be higher-end devices at 6.1 and 6.7 inches, and more budget-minded devices at 6.1 and 5.4 inches. It’s a pretty broad price range, from $699 for the “mini” to $1,099 and up for the Pro Max (sandwiched between are the $799 iPhone 12 and $999 Pro). Along with its recently expanded Watch line, Apple’s all about choice this time out.

Reportedly, however, the company will be bringing OLED tech to all of the models, marking a pretty big change from the days of LCD-sporting budget models. The new models are expected to get a welcome redesign, reportedly returning to something more in line with the iPhone 5. The rounded edges are expected to be dropped in favor of a flatter design, akin to what you get on the iPad Pro.

Other interesting potential additions include the return of the company’s dearly departed MagSafe life for a pair of wireless charging pads that will hopefully finally lay to rest any memory of the failed AirPower experiment. Available for one or two devices, the new pads will reportedly leverage magnets built into the phones to snap them in place.

Music has always been a cornerstone for the company, and it’s long overdue for some updates to audio products. This time out, we may finally get the long-awaited AirPods Studio, an over-ear addition to its line of headphones. The models are set to come in two variations, the largest variation being build materials. A smaller version of its smart speaker could be on the way, as well. The HomePod has long been cost-prohibitive for many, so a mini version could finally make it a bit more accessible.

Another long-rumored addition — AirTags — could finally arrive, as well. Apple’s product-tracking Tile competitor has been in the cards for some time now, but has repeatedly been delayed. That may still be the case — and same goes for a refresh to Apple TV. With the company’s subscription service about to celebrate its year anniversary, it could really use some updated hardware. New Macs with Apple-built chips could be on the table, as well, though the company is reportedly planning one more 2020 event for that big launch.

The event kicks off tomorrow at 10AM PT/1PM ET. We’ll be watching along with you, bringing you the news as it breaks.

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