Apple is separating the new smartphones into its usual low-cost versus high-cost categories, with big differences between the two models coming down to the camera, display, and battery life.
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Barclays: All 2019 iPhones May Lack 3D Touch, New AirPods and Lower-Priced HomePod to Launch Next Year
Highlights from their research note to investors, obtained by MacRumors:
- Barclays says it's "widely understood" that 3D Touch will be removed from iPhones with OLED displays in 2019—aka the third-generation iPhone X and second-generation "iPhone X Plus." However, they caution that the plans aren't finalized yet, so they could change.
While the lack of 3D Touch on the 6.1-inch iPhone would make sense, given expectations that it will essentially be a budget iPhone X, it's not entirely clear why it may be removed from the more expensive OLED models next year. As a somewhat hidden feature, perhaps Apple no longer finds it essential.
- "AirPod 2" will launch in the fourth quarter of 2019. Meanwhile, an optional wireless charging case for the original AirPods, and Apple's new AirPower charging mat, will be available this September.
One possibility is that Apple will add "Hey Siri" support to the existing AirPods this fall by way of a software update, without a new wireless chip, but it's unclear if the current W1 chip can support the feature. In that case, Apple might elect to continue referring to them as first-generation AirPods.
In that scenario, the "AirPods 2" that Barclays is referring to could be the water-resistant pair that Gurman also believes could launch in 2019. However, this is admittedly a bit of a stretch, so it remains to be seen.
- Barclays expects the launch of a "cheaper HomePod in 2019," with "broader appeal." The analysts say HomePod sales continue to "underwhelm," with less than five million sold since it launched in January.
- Barclays says it "does see the potential for the new iPhones to support pen input," without naming the Apple Pencil specifically.