Ryan Shrout gives a balance summary I think:
Apple's real blunder
Apple's desire to prevent its products from failing is obviously a good thing, but its methodology, communication and initial denial of this process resulted in a bigger problem for the company. Apple denied for years that phones were slowing for any reason. Consumer complaints and theories continued to pile up. Data and analysis prove that software updates are what initiate the reduced performance, and now Apple has admitted to the actions and given its reasoning for it.
There are valid points for Apple to slow performance. Obviously, keeping a user's phone powered on without suddenly powering off is an improvement in user experience. It also means that battery life will be extended as a processor running at a lower clock speed requires less power. And this also makes iPhones safer in a world where lithium-ion batteries and the Samsung Galaxy Note 7 experience have come and gone (
http://www.marketwatch.com/story/sa...ppliers-for-galaxy-note-7-problems-2017-01-22).
Better engineering needed
But reduced performance through software updates as the batteries age is not the only potential solution to the engineering problem at hand. Apple is unique in the smartphone world in that it designs all aspects of the iPhone, from the processor to the operating system. And it has full control over the production of the battery system. Knowing the battery size (which also limits the total peak power draw from the battery) and software system in play, Apple could have (and I would argue should have) designed a processor that would provide consistent performance throughout the life of the phone.
Yes, this would result in lower peak performance for iPhone devices. But Apple already enjoys a sizable performance advantage (
https://www.pcper.com/reviews/Processors/Apple-A11-Performance-Review-iPhone-8-Plus-Taking-Desktop) over competing options in the SoC (system on chip) market including Qualcomm (QCOM), Huawei and others. The A11 Bionic processor is nearly 70% faster (
https://www.pcper.com/image/view/86218?return=node/68496) than the next best non-Apple processor, the Snapdragon 835, based on Geekbench numbers.
Apple could have lessened that performance advantage to provide a stable and consistent experience for users who choose to keep their phones for more than a single 12-month cycle. Some users might balk at the idea of holding back Apple silicon performance, but keep in mind that mobile devices need to be engineered quite differently that desktop PCs. Intel (INTC) offers scalable clock speeds and power draw for its notebook processors, for example, but the battery system is much larger and is able to provide peak power for those performance demands more reliably.
What about Android?
Does this same behavior exist in the Android ecosystem? It seems unlikely, as most flagship smartphones in that space ship with much larger batteries that would lengthen the time required for the battery degradation to affect peak current draw. I'm sure there are plenty of individuals looking for examples as you read this, and we'll know about them soon, if they exist.
At the end of the day, Apple has lost consumers' trust. Apple was never open about the potential for reduced performance on your phone over time, be it from battery wear or software updates. Now the truth is out there, and the debate on what comes next will begin.
Ryan Shrout
(END) Dow Jones Newswires
12-23-17 0702ET