Apple’s Next iPhone Is Coming Soon

About to buy a new iPhone? Don’t. We expect Apple to announce new models at its Sept. 14 news event, which the company will once again stream virtually due to the coronavirus pandemic. And even if you aren’t interested in the latest and greatest, the company generally drops the price of some older models along with the new crop.

Apple is, of course, hush-hush on what’s to come. A company spokeswoman declined to comment on future products. But iPhone production tends to be a leaky business, and I asked analysts who monitor Apple’s sales and supply chain to weigh in on the next iPhone.

First, what will it be called? The iPhone 13? It’s a likely bet, since Apple skipped the iPhone 11S and went right to the 12.

Some have hypothesized Apple might steer clear of the number because of superstition, the way some skyscrapers skip a 13th floor. A survey of 3,000 Apple users by Sell Cell, a used-electronics vendor, found that 18% would be put off by an iPhone 13. But Apple hasn’t shied away from naming software iOS 13 or selling a 13-inch MacBook.

Whether it’s iPhone 13, iPhone 12S, iPhone 2021 or even iPhone (15th generation), there will be several new models this year. Here’s what you can expect from the coming device:

Modest Changes

“We’re in the 5G chapter of the iPhone, which is a multiyear chapter,” said Gene Munster, a managing partner and Apple analyst with venture-capital firm Loup Ventures. “It’s going to be pretty modest over years two and three.”

Last year was significant for the device. The iPhone 12 models—the first to support faster 5G cellular networks—got a redesign and gained two new sizes in the Mini and Pro Max. Apple typically follows a big update with a less noteworthy release. Mr. Munster said we’ll see incremental improvements: a faster processor, longer battery life and camera upgrades.

Brian White, an analyst with Monness Crespi Hardt, expects Apple to release four new models resembling the iPhone 12 designs, including an iPhone 13 Mini with a 5.4-inch display, an iPhone 13 with a 6.1-inch display, a similar-size iPhone 13 Pro and a larger iPhone 13 Pro Max with a 6.7-inch display. The phones will likely feature a new A15 Bionic chip, Mr. White said.

Camera Improvements

“There’s a pretty healthy set of rumours about the camera, which are true,” Mr. Munster said. “I believe that this will be Apple’s selling point this time around.”

Mr. Munster pointed to a Bloomberg story that reports the camera on the higher-end Pro and Pro Max models could support Portrait mode (where the background is artfully blurred) when shooting video, as well as a higher-quality video format. High-end Samsung Galaxy phones have been able to shoot portrait mode during video—called Video Live Focus—since 2019, with the Samsung Galaxy S10 5G.

One More Mini

Apple saw lackluster sales of the iPhone 12 Mini, which has a 5.4-inch screen. Counterpoint Intelligence Research Partners estimates that the Mini made up just 5% of total iPhone 12 sales in the quarter ending June 2021. Trendforce, a market research firm, reported that Apple halted iPhone 12 mini production.

However, Mr. Munster believes that we’ll see another Mini this year. “It’s a niche, but people in that niche tend to like them,” he said. This was welcome news to me. I happen to be in that niche—though I do think the small phone’s battery life could be much better.

Adam Wears, an analyst at Juniper Research, agrees. He expects Apple will phase out the Mini in subsequent years, focusing instead on its standard and premium-tier Pro and Pro Max models, while the iPhone SE, with a 4.7-inch screen, becomes the lower-priced model.

Wider 5G Availability

Mr. Wears also anticipates the next iPhone will expand the use of high-frequency millimetre-wave technology in handsets in more countries across Asia and Europe.

The iPhone 12 globally supports the more conventional sub-6-gigahertz band, but the faster millimetre-wave antenna, which can’t travel long distances and is more susceptible to obstacles such as trees, is only available in iPhone models in the U.S.

Mr. White agrees that the next iPhones will likely “further tap into this nascent global 5G ramp.”

Shipping Delays

Apple said it is affected by the disruption to the global supply of microprocessors. “We’re going to take it sort of one quarter at a time and, as you would guess, we’ll do everything we can to mitigate whatever set of circumstances we’re dealt,” Chief Executive Tim Cook told analysts during a public conference call in July.

Mr. Munster said that while he expects the company to announce the phone in September with availability in October, he thinks most customers won’t receive devices until December.

No Foldable—Yet

“The chapter after 5G is foldable phones,” said Mr. Munster, who expects Apple to release that device in 2023. The competition in the space is heating up: Samsung recently announced two foldable devices, the Galaxy Z Fold3 and Galaxy Z Flip3. The former opens like a book and the latter works like an old-school flip phone, like the old Motorola Razr. The prediction that iPhones will eventually flip is reinforced by the fact that Samsung is one of Apple’s top display manufacturers.

My colleague Joanna Stern found a pattern in Samsung and Apple releases. The iPhone maker typically incorporates features two to three years after Samsung. And if that timeline is any indication, the iPhone is soon due for an in-screen fingerprint reader and a screen with a faster 120-hertz refresh rate for smoother animations.

Joanna reported that Apple has been working on in-screen fingerprint technology and has considered including Touch ID and Face ID on the same device, according to two former Apple employees. It probably won’t appear this year, however.

What About Other Phones?

If you’re in the market for an upgrade, there are, of course, other options to consider.

Google already announced that its next Pixel 6 will run its own proprietary Google-designed chip and feature a new camera system. We’ll hear more details sometime this fall. Meanwhile, Samsung lowered the price of its recent foldables. And while the Galaxy S21 is still probably the best overall Android purchase, Samsung will likely launch its next non-folding flagship Galaxy phones in early 2022.

The marketplace has spoken and, at least for now, it’s showing preference for hybrids and plug-in hybrids (PHEVs) over battery electrics. That makes Toyota’s foot dragging on EVs (and full speed ahead on hybrids) look fairly wise, though the timeline along a bumpy road still gets us to full electrification by 2035.

Italian supercar producer Lamborghini, in business since 1963, is also proceeding, incrementally, toward battery power. In an interview, Federico Foschini , Lamborghini’s chief global marketing and sales officer, talked about the new Urus SE plug-in hybrid the company showed at its lounge in New York on Monday.

The Urus SE interior gets a larger centre screen and other updates.
Lamborghini

The Urus SE SUV will sell for US$258,000 in the U.S. (the company’s biggest market) when it goes on sale internationally in the first quarter of 2025, Foschini says.

“We’re using the contribution from the electric motor and battery to not only lower emissions but also to boost performance,” he says. “Next year, all three of our models [the others are the Revuelto, a PHEV from launch, and the continuation of the Huracán] will be available as PHEVs.”

The Euro-spec Urus SE will have a stated 37 miles of electric-only range, thanks to a 192-horsepower electric motor and a 25.9-kilowatt-hour battery, but that distance will probably be less in stricter U.S. federal testing. In electric mode, the SE can reach 81 miles per hour. With the 4-litre 620-horsepower twin-turbo V8 engine engaged, the picture is quite different. With 789 horsepower and 701 pound-feet of torque on tap, the SE—as big as it is—can reach 62 mph in 3.4 seconds and attain 193 mph. It’s marginally faster than the Urus S, but also slightly under the cutting-edge Urus Performante model. Lamborghini says the SE reduces emissions by 80% compared to a standard Urus.

Lamborghini’s Urus plans are a little complicated. The company’s order books are full through 2025, but after that it plans to ditch the S and Performante models and produce only the SE. That’s only for a year, however, because the all-electric Urus should arrive by 2029.

Lamborghini’s Federico Foschini with the Urus SE in New York.
Lamborghini

Thanks to the electric motor, the Urus SE offers all-wheel drive. The motor is situated inside the eight-speed automatic transmission, and it acts as a booster for the V8 but it can also drive the wheels on its own. The electric torque-vectoring system distributes power to the wheels that need it for improved cornering. The Urus SE has six driving modes, with variations that give a total of 11 performance options. There are carbon ceramic brakes front and rear.

To distinguish it, the Urus SE gets a new “floating” hood design and a new grille, headlights with matrix LED technology and a new lighting signature, and a redesigned bumper. There are more than 100 bodywork styling options, and 47 interior color combinations, with four embroidery types. The rear liftgate has also been restyled, with lights that connect the tail light clusters. The rear diffuser was redesigned to give 35% more downforce (compared to the Urus S) and keep the car on the road.

The Urus represents about 60% of U.S. Lamborghini sales, Foschini says, and in the early years 80% of buyers were new to the brand. Now it’s down to 70%because, as Foschini says, some happy Urus owners have upgraded to the Performante model. Lamborghini sold 3,000 cars last year in the U.S., where it has 44 dealers. Global sales were 10,112, the first time the marque went into five figures.

The average Urus buyer is 45 years old, though it’s 10 years younger in China and 10 years older in Japan. Only 10% are women, though that percentage is increasing.

“The customer base is widening, thanks to the broad appeal of the Urus—it’s a very usable car,” Foschini says. “The new buyers are successful in business, appreciate the technology, the performance, the unconventional design, and the fun-to-drive nature of the Urus.”

Maserati has two SUVs in its lineup, the Levante and the smaller Grecale. But Foschini says Lamborghini has no such plans. “A smaller SUV is not consistent with the positioning of our brand,” he says. “It’s not what we need in our portfolio now.”

It’s unclear exactly when Lamborghini will become an all-battery-electric brand. Foschini says that the Italian automaker is working with Volkswagen Group partner Porsche on e-fuel, synthetic and renewably made gasoline that could presumably extend the brand’s internal-combustion identity. But now, e-fuel is very expensive to make as it relies on wind power and captured carbon dioxide.

During Monterey Car Week in 2023, Lamborghini showed the Lanzador , a 2+2 electric concept car with high ground clearance that is headed for production. “This is the right electric vehicle for us,” Foschini says. “And the production version will look better than the concept.” The Lanzador, Lamborghini’s fourth model, should arrive in 2028.