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Report claims all three new iPhones planned for 2020 will support 5G

Apple analyst Ming-Chi Kuo — sometimes described as “the most accurate Apple analyst in the world” — has written a new note to investors saying that the three iPhones expected to launch in 2020 will feature support for 5G. In previous Kuo reports, it’s said the 2020 iPhones could be available in new sizes: a 5.4 and 6.7-inch high-end iPhones with OLED displays, along with a 6.1-inch model with an OLED display.
Previously, he predicted that only two of the three new iPhones slated for 2020 would support 5G. But with well-spec’d Androids flooding the market, he says it looks like Apple will offer 5G in all models in order to better compete. He’s also confirmed the view that Apple will be able to throw more resources into developing the 5G iPhone now that it has acquired Intel’s smartphone modem chip business.
The report, leaked to MacRumors, contains this quote:
We now believe that all three new 2H20 iPhone models will support 5G for the following reasons. (1) Apple has more resource for developing the 5G iPhone after the acquisition of Intel baseband business. (2) We expect that the prices of 5G Android smartphones will decline to $249-349 USD in 2H20. We believe that 5G Android smartphones, which will be sold at $249-349 USD, will only support Sub-6GHz. But the key is that consumers will think that 5G is the necessary function in 2H20. Therefore, iPhone models which will be sold at higher prices have to support 5G for winning more subsidies from mobile operators and consumers’ purchase intention. (3) Boosting 5G developments could benefit Apple’s AR ecosystem.
The report expects all three 2020 iPhone models to support both mmWave and Sub-6GHz spectrum (two different kinds of 5G) for the US market. Whether Apple will launch a 5G iPhone that only supports Sub-6GHz, allowing for a lower price and thus making it suitable for the Chinese market, remains unclear.
mmWave is the ‘fastest 5G’ that’s most often referred to, but as it is suited to denser, urban areas, it will not be used as much in rural or suburban areas, where mid-bands and low-bands, called sub-6GHz 5G, will be employed. All are banks are faster than 4G, with mmWave the fastest.
Apple will use modem chips from Qualcomm in its 2020 5G iPhones, while it works on its own modem chips, due in 2021.

Report claims all three new iPhones planned for 2020 will support 5G

Huawei cuts 600 jobs from its US research wing after being blacklisted

Huawei this week cut 600 positions from its Futurewei Technologies U.S. research arm, which operates out of Silicon Valley, Chicago, Washington state and Dallas. The move, which represents 70% of the division’s 850 roles, follows the hardware giant’s blacklisting by the U.S. government.
Reuters initially reported the news via a source from the company who noted that work has been more or less nonexistent for the branch for more than two months. “On the 17th of May, Huawei asked everyone at Futurewei to upload everything to the Huawei cloud, right before the ban took effect,” the source told the agency. “After that basically Futurewei has stopped doing any work — almost stopped everything.”
Huawei has since acknowledged the move, writing, “Futurewei Technologies announces a reduction in force, directly impacting over 600 US positions.”
The research wing has played a key role in filing thousands of patents for Huawei, including ones relating to 5G. That network technology has been at the center of recent concerns in the U.S., as red flags have been raised around Huawei’s networking equipment and potential ties to the Chinese government.
Huawei’s addition to the U.S. Commerce Department’s “entity list” has already had wide-ranging impact on the company that could ultimately prove hugely detrimental, banning access to essential technologies from American companies like Google and international component makers like ARM.
Earlier this week, another report surfaced tying Huawei to North Korea’s 3G network, a move that could potentially be in violation of U.S. sanctions against the country.

Huawei cuts 600 jobs from its US research wing after being blacklisted

US will reportedly seek criminal case against Huawei for stealing tech secrets

According to a new report from The Wall Street Journal, U.S. federal prosecutors are preparing a criminal indictment against Huawei for stealing trade secrets. The report, which cites sources with knowledge of the indictment, specifically mentions Huawei’s actions surrounding a T-Mobile smartphone testing tool known as “Tappy.” The report notes that the current investigation is far enough along that an indictment may come soon.
This isn’t the first we’ve heard of Tappy. In 2014, T-Mobile sued Huawei for allegedly gaining access to a company lab outside of Seattle and photographing and attempting to steal parts of the robotic smartphone testing device. In May 2017, T-Mobile won $4.8 million against Huawei, only a fraction of the $500 million the U.S. mobile carrier sought. The current federal criminal investigation reportedly arose from that civil suit.
The Chinese phone maker has faced increased scrutiny, escalating to open hostility from U.S. agencies and lawmakers who believe that Huawei poses a security threat due to its close relationship with the Chinese government. The tension escalated considerably last December, when Canada arrested Huawei CFO Meng Wanzhou at the request of the U.S. Meng was charged with fraud for deceptive practices that allowed the Chinese company to avoid U.S. sanctions against Iran.
Huawei, now the world’s number two smartphone maker, trails only Samsung when it comes to mobile device sales, beating Apple for the second slot in late 2018.

Huawei CFO accused of fraud is granted $7.5M bail

US will reportedly seek criminal case against Huawei for stealing tech secrets

Jack to the future for Huawei? P30 leak hints at the return of the headphone port

Huawei, currently the world’s second-largest smartphone company by sales, has won over users partly by loading its devices with a ton of new features, from wireless charging to top-class cameras and catchy cosmetic features like the colorful gradients on their shiny backsides. Now, a leaked image of its next flagship Android phone appears to reveal a surprising reverse course. According to Indian blog 91phones (and via Engadget) its next premium device, dubbed the P30, will feature a HEADPHONE JACK.
What’s that, you say? Aren’t headphone jacks so yesterday?
Well, it turns out that sometimes progress isn’t universally loved. (Pour one out for the futurists here.)
Over the past couple of years, Apple and others have gradually removed the jack from their devices.
Yes, it’s been done in the name of thinner handsets and more features like waterproofing. But — let’s be honest — also most likely also to up-sell people to those very pricey, sometimes pretentious-looking wireless earphones.
But you know what? People — say, those who have a favorite set of corded headphones, or who hate the idea of losing the ability to charge using said headphones — are still missing those inky black holes.
Huawei has been no different, removing its jack in the P30’s P20 predecessor.
But the leaked image reveals that it seems to be making a return in the familiar lower edge of the handset, to the left of the USB-C charging port.
Other features revealed in this and previous leaks of the phone include a six-inch screen, more of that gradient backing, a 24MP selfie camera in a streamlined notch on the front, with a Sony triple camera at 38MP with 5x optical zoom on the back, and no fingerprint sensor port, with the device likely to be shipping in 128GB and 256GB versions.
Huawei overtook Apple as the world’s second largest smartphone vendor in Q2 of 2018, and the last two quarters have only cemented that position. In Q3, only Samsung (the leader) and Huawei saw shipment growth among all the top players; and as for Q4, well, Apple’s given us a little preview of what we will expect there.
Interestingly, Apple specifically has singled out China as a disappointing market when it comes to iPhone sales: Huawei happens to be the market leader there.
So — if this leak is accurate — it’s interesting to think that as Huawei grows often by aggressively following the playbook of other brands, it may be making a bold move by bringing something back that appeared to have gotten discarded in the tech march forward.
If its pace of handset sales continues to stay strong, this could be coming at a key time for Huawei. The company remains in hot water with governments in Europe, the US and elsewhere over questionable and potentially illegal business practices, and that appears to be potentially impacting its massive telecoms equipment business and its lucrative deals with carriers.
As for when this supposed phone might launch, we’re just about to kick off CES in Vegas, but it’s unlikely to appear here. The P20 launched in March last year, a few weeks after the big MWC mobile event in Barcelona, and that could potentially be the same timescale the company follows again.
We’re contacting Huawei for comment and will update this post as we learn more.

Jack to the future for Huawei? P30 leak hints at the return of the headphone port

9 highlights from Snapchat CEO’s 6000-word leaked memo on survival

Adults, not teens. Messaging, not Stories. Developing markets, not the US. These are how Snapchat will make a comeback, according to CEO Evan Spiegel . In a 6,000-word internal memo from late September leaked to Cheddar’s Alex Heath, Spiegel attempts to revive employee morale with philosophy, tactics, and contrition as Snap’s share price sinks to an all-time low of around $8 — half its IPO price and a third of its peak.
“The biggest mistake we made with our redesign was compromising our core product value of being the fastest way to communicate” Spiegel stresses throughout the memo regarding ‘Project Cheetah’. It’s the chat that made Snapchat special, and burying it within a combined feed with Stories and failing to build a quick-loading Android app have had disastrous consequences.

Spiegel shows great maturity here, admitting to impatient strategic moves and outlining a cohesive path forward. There’s no talk of Snapchat ruling the social app world here. He seems to understand that’s likely out of reach in the face of Instagram’s competitive onslaught. Instead, Snapchat is satisfied if it can help us express ourselves while finally reaching even meager profitability.
Snapchat may be too perceived as a toy to win enough adults, too late to win back international markets from the Facebook empire, and too copyable by good-enough alternatives to grow truly massive. But if Snap can follow the Spiegel game-plan, it could carve out a sustainable market through a small but loyal audience who want to communicate through imagery.
Here are the most interesting takeaways from the memo and why they’re important:
1. Apologizing For Rushing The Redesign

“There were, of course, some downsides to moving as quickly as a cheetah We rushed our redesign, solving one problem but creating many others . . . Unfortunately, we didn’t give ourselves enough time to continue iterating and testing the redesign with a smaller percentage of our community. As a result, we had to continue our iterations after we launched, causing a lot of frustration for our community.”

Spiegel always went on his gut rather than relying on user data like Facebook. Aging further and further away from his core audience, he misread what teens cared about. The appealing buzz phrase of “separating social from media” also meant merging messaging and Stories into a chaotic list that made both tougher to use. Spiegel seems to have learned a valuable lessen about the importance of A/B testing.

2. Chat Is King
“Our redesigned algorithmic Friend Feed made it harder to find the right people to talk to, and moving too quickly meant that we didn’t have time to optimize the Friend Feed for fast performance. We slowed down our product and eroded our core product value. . . . Regrettably, we didn’t understand at the time that the biggest problem with our redesign wasn’t the frustration from influencers – it was the frustration from members of our community who felt like it was harder to communicate . . . In our excitement to innovate and bring many new products into the world, we have lost the core of what made Snapchat the fastest way to communicate.”
When Snap first revealed the changes, we predicted that “Teen Snap addicts might complain that the redesign is confusing, jumbling all content from friends together.” That made it too annoying to dig out your friends to send them messages, and Snap’s growth rate imploded, with it losing 3 million users last quarter. Expect Snap to optimize its engineering to make messages quicker to send and receive, and it even sacrifice some of its bells and whistles to make chat faster in developing markets.
3. Snapchat Must Beat Facebook At Best Friends

“Your top friend in a given week contributes 25% of Snap send volume. By the time you get to 18 friends, each incremental friend contributes less than 1% of total Snap send volume each. Finding best friends is a different problem than finding more friends, so we need to think about new ways to help people find the friends they care most about.”

Facebook’s biggest structural disadvantage is its broad friend graph that’s bloated to include family, co-workers, bosses, and distant acquaintances.  That might be fine in a feed app, but not for Stories and messaging where you only care about your closest friends. With friend lists and more, Facebook has tried and failed for a decade to find better ways to communicate with your besties. This is the wedge through which Snapchat can attack Facebook. If it develops special features for luring your best friends onto the app and staying in touch with them for better reasons than just maintaining a Snap “Streak”, it could hit Facebook where it can’t defend itself.

4. Discover Soars As Facebook Watch And IGTV Stumble

“Our Shows continue to attract more and more viewers, with over 18 Shows reaching monthly audiences of over 10M unique viewers. 12 of which are Original productions. As a platform overall, we’ve grown the amount of total time spent engaging with our Shows product, almost tripling since the beginning of the year. Our audience for Publisher Stories has increased over 20% YoY, and we believe there is a significant opportunity to continue growing the number of people who engage with Discover content . . .We are also working to identify content that is performing well outside of Snapchat so that we can bring it into Discover. “

Discover remains Snapchat’s biggest differentiator, scoring with premium video content purposefully made for mobile. What it really needs, though, are a few must-see tentpole shows to drag in a wider audience that can get hooked on the reimagined digital magazine experience.

Snapchat beyond Stories: Be the HBO of mobile

5. But Discover Is A Mess

“Our content team is working hard to experiment with new layouts and content types in the wake of our redesign to drive increased engagement.”

Snapchat Discover is an overcrowded pile of clickbait. News outlets, social media influencers, original video Shows, and aggregated user content collections all battle for attention in a design that feels overwhelming to the point of exhaustion. Thankfully Snapchat seems to recognize that more cohesive sorting with fewer images and headlines bombarding you might make Discover a more pleasant lean-back consumption experience.

6. Aging Up To Earn Money
“Most of the incremental growth in our core markets like the US, UK, and France will have to come from older users who generate higher average revenue per user . . . Growing in older demographics will require us to mature our application . . . Many older users today see Snapchat as frivolous or a waste of time because they think Snapchat is social media rather than a faster way to communicate. Changing the design language of our product and improving our marketing and communications around Snapchat will help users understand our value . . . aging-up our community in core markets will also help the media, advertisers, and Wall Street understand Snapchat.”
Snapchat can’t just be for cool kids anymore. Their lower buying power and lifestage make them less appealing to brands. The problem is that Snapchat risks turning off younger users by courting their older siblings or adults. If, like Facebook, users start to feel like Snapchat is a place for parents, they may defect in search of the next purposefully built to confuse adults to stay hip.
7. Finally Prioritizing Developing Markets

“We already have many projects underway to unlock our core product value in new markets. Mushroom allows our community to use Snapchat on lower-end devices. Arroyo, our new gateway architecture, will speed up messaging and many other services . . . It might require us to change our products for different markets where some of our value-add features detract from our core product value”

Sources tell me Snapchat’s future depends on the engineering overhaul of its Android app, a project codenamed ‘Mushroom’. Slow video load times and bugs have made Snapchat practically unusable on low-bandwidth connections and old Android phones in the developing world. The company concentrated on the US and other first-world markets, leaving the door open for copycats of Stories built by Instagram (400 million daily users) and WhatsApp (450 million daily users) to invade the developing world and dwarf Snap’s 188 million total daily users. In hopes of a smooth rollout, Snapchat is already testing Mushroom, but it will have to do a ton of marketing outreach to convince frustrated users who ditched the app to give it another try.

8. Fresh Ideas, Separate Apps

“We’re currently building software that takes the millions of Snaps submitted to Our Story and reconstructs parts of the world in 3D. We can then build augmented reality experiences on top of those models and distribute them as Lenses . . . If our innovation compromises our core product of being the fastest way to communicate, we should consider create [sic] separate applications or other ways of delivering our innovation.”

Snapchat has big plans for augmented reality. It doesn’t just want to stick animations over the top of anywhere, or create AR art installations in a few big cities. It wants to build site-specific AR experiences across the globe. And while everything the company has built to date has lived inside of Snapchat, it’s willing to spawn standalone apps if necessary so that it doesn’t bog down its messaging service. That could give Snapchat a lot more leeway to experiment.
9. The Freedom Of Profitability

“Our 2019 stretch output goal will be an acceleration in revenue growth and full year free cash flow and profitability. With profitability comes increased autonomy and freedom to operate our business in the long term best interest of our community without the pressure of needing to raise additional capital.”

Snapchat is still bleeding money, losing $353 million last quarter. Snapchat ended up selling 2.3 percent of its equity to a Saudi Arabian prince in exchange for $250 million to lengthen its rapidly shortening runway. And last year it took $2 billion from Chinese gaming giant Tencent. Deals like that could threaten Snapchat’s ability to prioritize its goals alone, not the moral imperatives or developer platforms that would benefit its benefactors. Once profitable, Snapchat won’t have to worry so much about struggling with short-term user growth and can instead focus on retention, societal impact, and its true purpose — creativity.

9 highlights from Snapchat CEO’s 6000-word leaked memo on survival