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by ansy
5388 days ago
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By most accounts the iPhone 5 will not have LTE. That's going to sting with Verizon customers in the United States. While it will probably support HSPA+ on AT&T which is already decently fast, Verizon CDMA is direly slow. It will be a hard sell to get Verizon customers to pass up LTE for the next two years when there are already a few really good Android phones with LTE and most major cities have LTE coverage right now. Not to mention the many more cities will have LTE in just a few months. I suppose that is just a sacrifice Apple will have to make. It will not matter for AT&T or most of its other carriers around the world. |
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Last quarter Verizon had a couple LTE Android handsets. They sold 1.2M LTE devices (both handsets and modems) while they sold 2.3M iPhones. The iPhone 5 will be coming 1-2 quarters later, but a lack of LTE might not be as big a deal for the majority of users as it is for, well, people who read this site. Verizon should be posting third quarter numbers in a month so we'll see if LTE has taken off in device sales since then.
Likewise, many users might appreciate the battery life of not having LTE. I don't like not having the latest technology or the best processor. However, I know that in my laptop my quality of using it would be better served by lower temperatures than the faster processor that I have. Likewise, I know that I would be better served by a longer battery life than faster web access on my phone (again, a personal statement not necessarily applicable to you). Just as it is a hard sell to get a phone that won't have the new technology and be stuck with it for 2 years, it's also a hard sell to get a device with significantly reduced battery life knowing that batteries will lose a good bit of capacity over those two years. And which is going to be more meaningful to your usage? It isn't a rhetorical question as users have different usage patterns.
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Frankly, it's a little surprising to me that Apple has waited until October to release an update. I understood why a June/July update wouldn't come with LTE. The chipsets that would offer decent battery life were a good 6-9 months out. However, the Qualcomm MDM9615 (which people have been thinking would be the chipset for the first LTE iPhone) is going to be shipping in samples in "late 2011" and volume in early 2012. That makes the timing a bit harsh. Will this iPhone have a lifespan of 6 months after the last one lasted 15 months? I don't think Apple can wait until October 2012 for an LTE iPhone given that better chipsets are coming soon.
You never know what Apple can pull off. With their cash on hand and chip design abilities, it's possible that it will include LTE. While I don't think the current Verizon LTE lineup offers the size/battery life that Apple would demand to go LTE, the chipsets that would allow that are too close for Apple to be releasing an iPhone that will last an entire year. I can see a non-LTE iPhone selling well through 1Q2012 and not costing Apple too much in terms of marketshare. At the same time, I think a non-LTE iPhone would start becoming a hard sell before the 4th quarter of 2012 (a year from this October).
It's why I'm surprised that Apple didn't release a new iPhone on its normal schedule. A non-LTE iPhone then could have been replaced by an LTE iPhone in the March-July 2012 period and not made those who bought the 2011 iPhone feel like they didn't get at least close to a year before it was replaced.