What, No 5G? Apple Updates iPad Air as iPhone 12 Release Date Nears

Apple is broadening its portfolio of new tablets with the launch of its iPad 8^th generation and iPad Air. While both devices, introduced Tuesday, are substantial upgrades of Apple’s volume and midrange iPads, neither is 5G-compatible.

Like all iPads, Apple is offering Wi-Fi-only versions as well as models equipped to run on existing LTE networks. In the U.S., AT&T, T-Mobile and Verizon each said they will offer the new iPads. Apple said the iPad 8^th generation is available Friday, Sept. 18, and the iPad Air will ship next month. The carriers said they will carry two new Apple Watches that the company also introduced on Tuesday.

Despite the absence of 5G support, Apple claims the new iPad Air will perform 60% faster on existing LTE networks than the prior version. The new base iPad is available on Sept 18 and the higher-end iPad Air is set to arrive next month. Apple upgraded its premium iPad, the iPad Pro, during the spring.

During this week’s online launch event, Apple did not introduce any new iPhones, a departure from its traditional mid-September launches. The omission was not a surprise to observers, who nevertheless are awaiting what is expected to be new iPhone 12. Apple signaled during its earnings call in late July that it would not launch a new iPhone before October.

According to various reports, the COVID-19 pandemic has delayed the introduction of Apple’s next-generation iPhone until next month. Suppliers have told Bloomberg that Apple has asked them for components to build at least 75 million 5G-compatible iPhones. Apple hasn’t confirmed any of the reports. Not surprisingly, the company offered no hint during Tuesday’s one-hour launch event regarding any future products.

5G Impact on Tablet Market

Although carriers are touting rollouts of their 5G services, availability is still sparse by all accounts. But users often hold on to tablets for many years. Apple emphasized that the new iPad and iPad Air will offer enhanced 4G LTE connectivity and support for Wi-Fi 6. Apple has worked with network equipment providers such as Cisco to optimize Wi-Fi 6 performance.

Ryan Denehy, CEO of managed services provider Electric AI, was surprised that the new iPads won’t support 5G.

“It seems like an odd miss on their part not to have more complete 5G capabilities,” Denehy said. “Many businesses that are heavy tablet users are relying on them in the field where a stronger cell connection is very important.”

Unless Apple adds a 5G-compatible iPad later this year with its new iPhones, Samsung will have an edge. Samsung last month launched its first 5G-ready tablets — the Galaxy Tab 7 and Galaxy Tab 7+. Most of Samsung’s newest phones are 5G-ready, including its latest Galaxy Note20 and foldable Galaxy Z Fold2. Apple isn’t the only provider to launch devices without a 5G option. Microsoft’s new Surface Duo, similar in form factor to the Samsung foldable, only supports LTE.

Nevertheless, Apple is the dominant provider of tablets. The most recent figures from IDC show the iPad holding 32% share of tablets shipped worldwide last quarter. But Apple has given up share to Samsung over the past year, which now has 18%, according to IDC.

iPad Enhancements

The lack of 5G in the new iPad and iPad Air notwithstanding, the new tablets both offer enhanced capabilities. Both will come with …