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I'm not familiar with the author but I agree with their first few points. But I feel there's more to it than that. Apple can afford to hold off on 5G because th
by niftich 8y ago
I'm not familiar with the author but I agree with their first few points. But I feel there's more to it than that. Apple can afford to hold off on 5G because the networks aren't there, the "5G" term as an industry-sanctioned umbrella for related innovations is firmly in the hype-phase of the hype cycle and its various features are intentionally and unintentionally conflated (both at the origin by industry and along the way by writers and pundits in media), and because Apple is an integrated hardware-software platform distinct from the only other mobile alternative, and is therefore more resilient against a hypothetical consumer exodus over not supporting something no one can yet use anyway. Unlike consumers, some investors may see it differently, but Apple isn't in dire financial straits either.
As for use-cases that 5G will enable, industry groups are hopeful for nearly every scenario that involves sending and receiving data. But technical fitness and business models are different questions entirely. And if we're talking about the kinds of hardware Apple currently makes, 5G is to be understood solely in terms of wireless carriers a customer can subscribe to a plan for, not in some intricate use-case for machine-to-machine communication.
Unlike a more invested party and component-maker like Qualcomm, Huawei Nokia, or Samsung, their customer base isn't industry at large, but people who want a tablet-like device to carry with them. They can punt this to the next generation of phones or the one after that, they can wait out the network to be built, for the insane number of access points to be deployed, and perhaps even until their feud with Qualcomm winds down, and the state of play (solely in terms of mobile data and its utility for a smartphone) isn't going to be running circles around them for a while.