Apple’s iPhone 11 Pro challenge: Turning new iPhone's modest upgrades into must-have features
The iPhone 11 may look a lot like the iPhone XS and X, but that won't stop Apple from proclaiming them as the "best iPhones yet."
Shara TibkenFormer managing editor
Shara Tibken was a managing editor at CNET News, overseeing a team covering tech policy, EU tech, mobile and the digital divide. She previously covered mobile as a senior reporter at CNET and also wrote for Dow Jones Newswires and The Wall Street Journal. Shara is a native Midwesterner who still prefers "pop" over "soda."
The next batch of new
may carry a new number in their names, but make no mistake -- this is another "S" year. If the rumors hold true,
with essentially the same design for a third year in a row. The question is whether Apple fans will buy the case that these new phones are a big enough leap to justify a pricey upgrade.
Apple will unveil all when it hosts its annual phone launch, with the event kicking off Tuesday at 10 a.m. PT in the Steve Jobs Theater on Apple's Cupertino, California, campus. It's expected to introduce three new iPhone models, replacing the iPhone XS, XS Max and XR with the rumored iPhone 11, 11 Max/11 Pro and 11R. It also could update its
and Mac lineup, as well as introduce new
, HomePod and other products. And its streaming services should make their debut, complete with pricing.
It's the new iPhones that will get the most attention and the biggest sales, though. The devices likely will get faster processors and the latest iOS software -- essentially the baseline updates required every year. The biggest changes are expected to be a third camera lens on the back of the Pro models and a second on the R version (which may be rebranded simply iPhone 11). The iPhones also should come with the ability to wirelessly charge AirPods on the back of the iPhone (a feature Samsung introduced earlier this year with the Galaxy S10) and include improved Face ID, among other tweaks.
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"Apple is falling further behind many of its competitors when it comes to overall innovation and that's even in an era when the smartphone industry as a whole has stalled," Technalysis analyst Bob O'Donnell said. "It's going to be hard to get people excited about the new iPhones."
The iPhone 11 comes as Apple faces some big challenges.
And by all accounts, this year's iPhones sound a lot like S models in everything but name.
Apple declined to comment.
Another S year
In the past, Apple released an S model of its popular phone every other year, improving some features but keeping the same old design. Some people preferred to buy iPhones during those off-years because they believed Apple had perfected the design by that point. But it's when Apple debuts a redesigned iPhone that really gets the blood pumping for fans.
By keeping the same essential design and features for three years in a row, Apple's not giving people a reason to get excited -- or to upgrade.
The last time around, things didn't go so well. The iPhone 7, released in 2016, looked the same as 2014's iPhone 6 and 2015's 6S -- but with an extra, telephoto camera lens on the Plus model and minus the headphone jack.
In fiscal 2016, the first full year of
sales and the first weeks of
sales, Apple's smartphone unit sales dropped for the first time ever, down 8.4% for the full year as fewer people bought the iPhone 6S. The following year, sales rose from 2016's level -- but they still lagged behind 2015's sales.
Unit sales stayed relatively steady -- about flat nearly every quarter -- for the next couple of years. But Apple continued to report rising revenue, thanks to higher selling prices. The 5.8-inch
started at $999, $300 more than the 4.7-inch iPhone 8 and $200 more than the 5.5-inch
iPhone 8 Plus
Apple no longer breaks out iPhone unit sales, but Strategy Analytics expects the company to sell 9% fewer iPhones in the key December quarter, typically Apple's largest.
"Apple iPhone is struggling at the moment, and this year's upcoming new models are unlikely to change that," Strategy Analytics analyst Neil Mawston said. He added that Apple "is in a holding pattern," waiting for its "next big upgrade wave" with a
iPhone in the second half of 2020.
"Until then, iPhone will continue to struggle and lose ground to Samsung and Huawei," he said.
Focus on services
It's that decline in unit sales that has Apple looking elsewhere for its next jolt of growth.
Beyond iPhones, Apple will likely offer us a clearer look at some of the services it teased back in March, namely Apple Arcade and Apple TV Plus. We'll likely see a firm date for availability and pricing -- and whether the services can be combined for a discounted bundle.
Watch this: New iPhones, Apple Watch and more: Apple's September event preview
While Apple sees these services as the future, iPhone sales are still important because they represent the potential base of customers. You're probably not even considering these services if you own an Android phone.
While 5G networks are still getting built out, and the coverage is inconsistent now, those Android phone makers are gaining experience on how to tune their devices to better tap into the next-generation networks. And 5G gives rivals another example of why they're outpacing Apple on innovation.
Apple hasn't yet shown any products with folding screens, though it's likely working on something in its labs. It tends to perfect products before releasing them, even if that means it's behind its rivals by months or years. Still, delaying too long with foldables and 5G gives Apple's competitors the chance to define what the future of phones will look like.
For now, Apple will release its three new devices, likely pleasing a couple of groups, said Creative Strategies analyst Carolina Milanesi. The annual upgraders will like the changes to the larger iPhone Max, such as reverse charging.
"While small things, it helps to take away some of the friction you have today when you have multiple Apple products and you are looking for that 'better together' experience," Milanesi said. And people looking at the cheaper iPhone XR would find the second camera lens -- at what's expected to be the same price -- a big selling point.
Now Apple has to hope that's enough.
Originally published on Sept. 5. Updates on Sept. 8, Sept. 9 and Sept. 10: To include additional background.