Why super-fast 5G iPhones might not power a ‘supercycle’ for Apple

Apple can seemingly do no wrong. The company’s stock is up 103% in the last 12 months, iPhone 11 units are moving at a brisk pace alongside strong demand from China,

Apple is expected to release the 5G iPhone later this year. That has investors hoping for a massive uptick in device upgrades, which would be a major boost to Apple’s bottom line. As one of the small groups of $1 trillion companies that include Microsoft and Google, Apple will need some impressive sales to keep investors happy.

But not everyone shares the enthusiasm of a potential 5G powered sales supercycle. But at least one analyst says that the prospects for massive demand for 5G iPhones could be overblown.

2020 is a tipping point for 5G

The general manager of IBM,s Global Media, and Entertainment industry, said that 2020 will be the year that 5G reaches an inflection point and will roll out at full scale.

At CES 2020 about the benefits of 5G to the Internet of Things (IoT), edge computing, manufacturing. Steve Canepa the general manager of IBM explained “5G, as we’ve all seen, is starting to show up in all kinds of different ways with the telecommunications providers now having the spectrum that they’re starting to deploy. We’re seeing different providers have their evolution to 5G offerings in the marketplace. We’re going to see it show up in fixed locations, manufacturing floors, stadiums, facilities, all of that is going to start rolling out at scale in 2020, so it’s an exciting time. And for us, 5G is really an inflection point, I think because it brings three core advantages to businesses that are trying to create new value. “

This may be the cheapest 5G phone you’ll be able to buy in 2020

As more and more 5G phones go on sale, there still aren’t many affordable 5G supported phones available, with the most affordable phone in the US costing just under $900. That is all set to change in 2020, and the first to break the mold is the first 5G handset from TCL.

The brand new TCL 10 series announced at CES 2020 includes a 5G-ready handset that is set to debut later in the year and will cost under $500 (roughly £380, AU$720).

TCL has teased three new handsets as part of the series that includes the TCL 10L, TCL 10 Pro and TCL 10 5G. The official launch – and therefore when we’ll hear about a full spec list – is set to take place at Mobile World Congress in February.

AT&T’s 5G coverage expands to six new cities, including New York, Philadelphia, and Las Vegas

AT&T has a Total of 19 cities with 5G service, Recently adding New York City, Washington, DC, Baltimore, Las Vegas, Detroit, and Philadelphia. These cites are built on AT&T low band 850 MHz spectrum technology. Not to be confused with its rebranded LTE network — which AT&T calls 5G E.

Access to AT&T’s 5G network is included at no extra charge with AT&T’s Unlimited Extra or Unlimited Elite plans ($75 or $85 per month for a single line) — although using 5G data will count toward the unlimited plans’ throttling caps (50GB and 100GB of total data usage).

Verizon launching 5G service in Columbus

Verizon has activated the 5G ultra wideband service in Columbus Ohio today December 23, 2019, Services can be found downtown Ohio state at Ohio State University, Italian Village, Easton, Polaris, Lewis Center and around several other landmarks. Verizon claims the new service allows for mobile speeds up to 1 Gbps on enabled 5G devices.

Dish aims to deploy 10K 5G sites by end of 2022

Charlie Ergen said Dish plans to deploy 10,000 sites for its 5G network by the end of 2022, which analysts at New Street Research called “modestly negative” for towers, as the firm had previously assumed Dish would build 30,000 sites by 2023. Information was released at T-Mobile/Sprint merger.

Dish Network is seen as key to Sprint and T-Mobile’s merger fate since the “fix” reached by the U.S. Department of Justice includes Dish entering the wireless scene as a viable fourth competitor.

Verizon 5G goes live in parts of Los Angeles

Verizon is still rushing to meet its 2019 5G release goals. Today Verizon was able to cross off another big city. The cellular carrier has launched the 5G ultra wideband access in Los Angeles, areas included would be downtown, Chinatown, Del Rey, and Venice. You will have to stick to certain major locations to have a hope of getting those promised speeds.

The initial rollout focuses on landmarks like the Los Angeles Convention Center, Staples Center, Grant Park, and the Venice Beach boardwalk. You may notice the speeds if you’re attending a Lakers game or E3, then, but you won’t have much luck keeping a 5G signal as you walk to get your morning coffee.

Qualcomm stock rise as Apple will be going 5G

On Wednesday the 11th after the BofA Global research said it was optimistic over the technology companies as Qualcomm is prospects to be selling 5G chipsets to Apple.

Qualcomm stock was up 2.6%, to $86.30, near midday Wednesday. The Nasdaq Composite Index was up 0.2%.

The analyst said that starting next year, if all iPhone models include 5G capabilities, Apple could contribute nearly $4 billion in cumulative sales to Qualcomm by the fiscal year 2022. His model assumes $20 per Qualcomm 5G modem sold to Apple.

5G in 2019 underwhelmed. Here’s how 2020 should be different

In 2018 Qualcomm met with hundreds of reporters and analysts on the sunny beaches of Maui to talk about how 5G would change the world in 2019-2020. The hype level was high. Then, reality hit. Network rollouts were met with delays, you needed a map to find coverage and consumers ended up more confused than excited.

5G promises to significantly increase cellular the speeds, coverage and responsiveness of wireless networks. It can run 10 to 100 times faster than a typical cellular connection that is offered today, and it’ll also boost how fast a device will connect to the network with speeds as quick as a millisecond to start your download or upload. It’s the most significant advance in mobile network technology since the introduction of 4G a decade ago, and it could have major implications for how we live.

But for now, a lot of those promises remain unfulfilled. That hasn’t deterred Amon’s enthusiasm for the technology.
“You could argue that 200 million could be conservative, especially looking at China,” Amon said in an interview with CNET on Tuesday.
That’s an ambitious declaration for a technology that’s really just getting started. Even in Hawaii, at the Snapdragon Tech Summit, there are some doubts. “I don’t think it’s going to be mainstream,” said Creative Strategies analyst Carolina Milanesi. “But by the end of 2020, we will have a better feel for what living in a 5G world would look like.”

AT&T and Verizon agree to change their eSIM practices

Two years ago, the Department of Justice launched an investigation into whether Verizon, AT&T, and the GSM Association worked together to limit eSIM technology (electronic, or embedded SIM ). The New York Times reports that the Department of Justice is closing the investigation as they have found no evidence of wrongdoing.

The DOJ was initially concerned that AT&T and Verizon attempted to lock devices on their networks even if the device had an eSIM. But the parties have agreed to change how they determine standards for eSIM, which will allow consumers to use eSIM to switch carriers, rather than having to insert a new SIM card. And as a result, the Department of Justice is dropping the investigation.