Like a soft-hearted boxer attempting to present the group worth for cash, Apple has executed its finest for years to maintain Google standing within the smartphone ring. If it really exerted itself, we at all times felt, the Cupertino Crusher may put the Mountain View Mangler on the canvas briefly order. However the firm may by no means fairly deliver itself to use the coup de grâce.
The explanation, after all, has nothing to do with charity—Apple merely doesn’t need to launch an iPhone that’s higher or costlier to fabricate than it must be. It has quite a few benefits over the assorted Android {hardware} distributors: it has more cash to spend on R&D, it could management and optimise {hardware} and software program collectively, it has higher buyer belief and model recognition, and its enterprise mannequin isn’t based mostly on promoting and information seize. However whereas an “insanely nice” iPhone would possibly kill Android as a practical various, it might minimize into revenue margins and depart Apple with nowhere to go the next 12 months. A greater long-term technique is to launch telephones simply sufficient higher than the earlier technology to shift some models… and Google is welcome to stay round within the meantime.
Nonetheless, you possibly can’t sustain this type of factor indefinitely. In reality, it seems like 2025 would be the 12 months when the iPhone lastly establishes a transparent and indeniable lead over its rival. I’m not saying Android goes the way in which of BlackBerry and Home windows Cellphone fairly but, however I believe that by this time subsequent 12 months the writing will likely be on the wall and the graphs will all be moving into a path that makes Tim Prepare dinner glad.

The iPhone SE from 2022 isn’t nice, however the 2025 iPhone SE will likely be.
IDG
On the funds finish of the market, large adjustments are coming to the iPhone SE, a product that’s endured a troublesome couple of years however, as I wrote again in April, seems set for a comeback within the subsequent iteration. The Third-gen mannequin failed to supply any worthwhile enhancements on the favored 2nd-gen SE, however experiences recommend that Apple has realized its lesson: it’s lastly going to maneuver on from that antiquated chassis and provides the following SE a 6.1-inch OLED display screen, Face ID, an A16 processor, and excellent cameras. (Extremely, it seems like it is going to be based mostly on the design of this 12 months’s iPhone 16.) The worth will certainly be larger, however not by an enormous quantity, and $499 for that spec listing goes to be troublesome to withstand.
If Apple lastly takes that part of the market significantly, it is going to symbolize a serious blow to Android’s prospects and telephones just like the Pixel 9a and Samsung Galaxy S24 FE. However extra unhealthy information is coming on the premium finish within the type of the iPhone 17. If clients apparently go nuts for cautious iterative updates just like the iPhone 15 and 16, what is going to they make of the redesigned iPhone Air?
Believable rumors level to a shake-up in 2025, with Apple ditching the 17 Plus and changing it with a 17 Air (or Slim, or another branding). This handset will likely be considerably thinner and lighter than the opposite fashions and should contain some compromises to accommodate this. In different phrases, it’s an iPhone X-like threat, however as my colleague Jason argues, it’s the type that Apple must take. By changing the reportedly weakest-selling mannequin within the line with one thing daring, new, and classy, the corporate will create buzz and attraction to clients who’re uninterested in the identical outdated iPhone look—in addition to appeal to some switchers alongside the way in which.

If you happen to assume the iPhone 16 Professional Max is skinny, simply wait till the iPhone 17 Air.
Foundry
Other than the aesthetic and comfort implications of a slimmer design, the 17-series iPhones must also deliver two sensible and presently Professional-exclusive display screen options–ProMotion, and the always-on show–and provide them throughout the vary. It will materially improve the attraction of Apple’s base fashions and certain tempt much more Android customers to make the bounce. Apple loves an upsell, which is why it holds again options like this for years for the costlier telephones. However they drop all the way down to the usual fashions ultimately, and that’s when their actual affect on gross sales is felt.
In different phrases, all of it seems promising for the iPhone in 2025, and ominous for the Android ecosystem. Apple followers are even seeing enhancements within the areas the place the corporate has traditionally been weak. It was late to get on the AI bandwagon, however Apple Intelligence is rolling out this 12 months and is prone to discover its ft in 2025. iOS is painted as overly restrictive in relation to consumer customization, however iOS 18 is way extra versatile than any of Apple’s earlier software program updates—we will even tint icons and put them the place we wish! Even latest defeats for Apple, adjustments imposed by political our bodies corresponding to permitting third-party app shops and (with the utmost reluctance) catering to consumer repairs, add to the general attraction of its product ecosystem. A much less inflexible walled backyard could also be much less worthwhile for Apple but it surely’s precisely the form of factor that may appeal to curious Android customers.
Is there something left that Android does higher than the iPhone? Truthfully, not a lot. I suppose you’d have to incorporate foldables in that class, though I ponder how many individuals truly care. And the second folding smartphones turn out to be a worthwhile market, you’d think about Apple would swoop in with a folding iPhone that’s higher than something supplied by the competitors.
So no, I don’t assume there’s any getting back from this. Android’s had a good run, and did properly to remain on its ft this lengthy. However let’s be sincere: It’s time to chuck within the towel earlier than this struggle will get ugly. RIP.