Apple is hosting its annual iPhone event on Tuesday, the company’s seventh consecutive virtual launch due to the ongoing pandemic. Analysts say the company is expected to introduce new iPhones and updates to its AirPods and Apple Watch.
Apple’s hype-filled fall launches are a quick signing for the company. They grab the attention of media around the world, grab the attention of millions of viewers on YouTube and Apple’s website, and set the stage for the holiday season marketing blitz when Apple sales are at a slump. their highest level.
All segments of Apple products have been affected this year as people continue to work from home. In the last quarter, iPhone revenue grew 49.78% year-over-year, Mac revenue grew 16% year-over-year, and iPad revenue grew. increased by 12% year over year. Its “other products” business, which includes watches and devices like AirPods, grew 40% year-over-year. Apple could continue its momentum with a new list of new products before the holidays.
Last year, due to Covid, Apple unveiled its new watches in September and then hosted the iPhone 12 event in October following that event. The iPhone 12 introduced a whole new design and 5G.
The new iPad and MacBook Pro laptops are also due for an update this fall. It’s unclear whether Apple will bundle all of its fall launches into a single release event or if it will split them across multiple streaming events like it did last time around.
“Based on conversations with our Apple supply chain research associates at Morgan Stanley, we expect Fall 2021 to be another busy time for product launches with the iPhone 13 family, Apple Watch 7. , AirPods 3, the new iPads and the new MacBook Pros. With the release of M1 before the end of the year, ”Morgan Stanley analyst Katy Huberty wrote in a note last week.
What Apple could launch on Tuesday:
iPhone 12 Mini and iPhone 12 Pro Max.
Todd Haselton | CNBC
Apple’s most important product is the iPhone, which accounts for half of Apple’s sales in 2020. The company has announced new models every September since 2012, until iPhones were revealed in October of this year. ‘last year.
In 2020, Apple released four iPhone models: a $ 599 iPhone 12 Mini, $ 829 iPhone 12, $ 999 premium iPhone 12 Pro, and $ 1,2099 iPhone 12 Pro Max. . All iPhone 12s come with 5G connectivity and a new squarer design.
This year’s lineup is expected to be similar to last year’s screen sizes and prices. Research by TF Securities analyst Ming-Chi Kuo, senior analyst at Apple, suggests that the big change this year could be a small cutout at the top of the iPhone screen, which houses the facial recognition cameras of the device. The shape of the notch has remained the same since its introduction in 2017.
According to Kuo, the new iPhones might also have a bigger battery and a bit heavier weight. In recent years, new iPhones have come with camera and processor upgrades, and that’s almost certain to happen this year, according to Kuo.
We don’t yet know what Apple will call the new iPhones. Apple has named some of the previous devices as “S” devices, saying they mostly have internal changes, which will be in line with expectations for this year. That means it could be called the iPhone 12s, or it could be called the iPhone 13 if Apple decides the changes are enough to warrant it. We do not know yet.
“Investors expect the iPhone 13 to have a more ‘scalable’ product cycle with smaller technology upgrades than the iPhone 12,” Huberty wrote.
Apple Watch Series 6 in Blue
Todd Haselton | CNBC
Apple has released new Apple Watch models every September since 2016. It is a key product in Apple’s apparel business, which accounts for 11% of Apple’s sales in 2020.
Last year, Apple introduced the high-end 6 Series and the mid-range Apple Watch SE. This year’s top-of-the-line Apple Watch can be called Apple Watch Series 7. Kuo predicted last year that the 2021 models would have “significant design changes in the form factor.”
According to Bloomberg News, the design will also include a slight increase in screen size, which equates to 16% more pixels on the watch screen. Bloomberg said Apple will introduce new watch faces to take advantage of the larger screen, allowing a user to view all 24 time zones at a time.
Some Apple Watch models may be in short supply due to production issues. Nikkei Asia said this month that Apple has delayed manufacturing due to assembly issues. The report also suggests that Apple may add blood pressure detection this year, but the Wall Street Journal and Bloomberg have said the feature will not arrive this year. Apple declined to comment on Watch production.
In previous years, when Apple struggled to manufacture millions of devices before launch, it delayed the release date to weeks or months after the launch was presented. For example, in 2017 it announced the iPhone X in September, but didn’t ship it until November.
A man shows off AirPods Pro at an Apple store on East Nanjing Road in Shanghai, China on October 30, 2019. Apple’s new AirPods Pro with active noise cancellation will go on sale in China on October 30.
Wang Gang | VCG | Getty Images
AirPods are a key part of Apple’s wearable business, accounting for more than $ 30 billion in annual revenue in 2020, up 25% from a year ago.
While the product is gaining in importance for Apple, the company hasn’t launched any new AirPods since October 2019, when it introduced the high-end AirPods Pro with a new design and noise cancellation. The most recent regular $ 159 AirPods with no noise cancellation were announced in March 2019.
In a note to investors this weekend, Kuo said Apple will launch the new AirPods 3. He added that Apple may continue to sell the existing AirPods at a lower price. According to Bloomberg, the redesign will likely make AirPods more similar to AirPods Pro, with a wider casing and shorter stems.
ipad mini 5th generation
Todd Haselton | CNBC
If Apple announces new iPads, it will underline how important the product has become to the business, as the Covid-19 pandemic has forced people to work and learn from home and increase computer sales. made.
In the three quarters reported by Apple so far in fiscal 2021, the company reported iPad revenue of $ 23.6 billion, up 39% from the same period last year.
Apple updated the iPad Air, a mid-range option, with an edge-to-edge display in September 2020. Apple also updated the chip at the same event on its cheapest iPad, a 329 tablet. $ which she simply calls the iPad. They are due to be refreshed this fall, although it is not clear whether it will be Tuesday or at some other event. But the iPad mini, which was last refreshed in March 2019, is overdue for a refresh.
According to Bloomberg, the iPad mini could get a facelift by the end of the year to look like its siblings. The report says it won’t have a home button and will have a more square design like Apple’s iPad Air and Pro. That means it could have a fingerprint reader in the power button like the iPad Air, or Face ID like the iPad Pro.
Apple CEO Tim Cook speaks at an Apple event on April 20, 2021.
Source: Apple Inc.
This is a product incident, so don’t wait for any comment from Tim Cook on recent controversies, including plans to scan iCloud downloads for illegal content, the recent mixed decision in the lawsuit. App Store vs. Epic Games, or include review of the Company’s decision. Delay in returning to work until next year.
However, Apple sometimes uses its iPhone launch to highlight projects unrelated to the products the company is working on, such as efforts to become carbon neutral in its supply chain over the next 10 years.
If Apple is talking about its climate efforts, expect Vice President Lisa Jackson to speak to the public. Past events have also included appearances by musical guests or celebrities.
Apple occasionally launches new services in fall launches, such as Apple One, its bundle of subscription services, which launched last year. But the big update for iOS is announced at the company’s developer conference in June, and usually rolls out to everyone in the fall.
There is another wildcard character. Apple’s largest and fastest MacBook Pro laptop, the 16-inch model, hasn’t been updated since November 2019 and still packs Intel processors, as the company switches to its own chips. in laptops and desktops. .
However, over the past decade, Apple hasn’t launched any new Mac computers at the same event as the new iPhone. A different event could happen in October or November if new Macs are in the works in the fall.