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Friday January 25, 2019

Apple in 2019: Will a recession ruin its run?

Apple has faced profound challenges in the past from powerfully entrenched adversaries that once looked like they might derail the company's advancement, including Microsoft, Nokia, Google, Motorola, and Samsung. But today, with no real competitors standing in its way, will Apple's premium-priced trajectory get knocked out of alignment by a recession in China and global aftershocks? Here's a look at Apple's future informed by its recent past.

58 comments

Thursday January 24, 2019

Apple in 2019 and the case of the expensive iPhone

A glance at the writing that passes for financial news headlines today might make it appear that Apple is entering 2019 with troubled sales, intense new competition emerging in China, and a weakening economy where nobody can afford to buy its expensive products anymore. The solution held up by many pundits is so old that it sounds comfortably soothing: iPhones should be cheaper! But they're wrong, here's why.

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Tuesday January 15, 2019

Apple's COO delivers blistering testimony on Qualcomm's 'onerous demands' over cellular patents

Court testimony from Apple's Chief Operating Officer Jeff Williams has laid out that Qualcomm has repeatedly flexed its monopoly control over the cellular industry in its dealings with Apple, demanding that Apple not only pay to license its patents, but also cross-license all of its own intellectual property above and beyond requiring a 5 percent cut of the total cost of Apple's products plus exclusivity in sourcing all of Apple's mobile chips.

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Friday January 11, 2019

No, Apple's licensing of iTunes & AirPlay 2 isn't a 'strategy reversal' in any way

Apple stole the limelight at CES without even appearing as an exhibitor, thanks to a series of announcements from Samsung and a series of other television makers incorporating Apple's AirPlay 2 wireless streaming in their products, including LG, Sony and Vizio. This news was cynically portrayed as a "strategy reversal" and a new effort at "copying Microsoft" by the Wall Street Journal -- and out here in the real world, it is nothing of the sort.

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Tuesday January 08, 2019

The WSJ calling the iPhone XR a failure that 'can't sell' is ludicrously mistaken

The Wall Street Journal is telling stories of an arrogant fall from grace by the world's leader in smartphone profits, centering on the new iPhone XR -- a model that ostensibly failed to live up to its hyped expectations. However, that cyclical tale of Apple's impending doom is really a contrived bit of fiction that isn't based in facts.

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Saturday January 05, 2019

Editorial: Apple note sends media pundits into a fit of histrionic gibberish

After Apple restated its December quarter revenue guidance to account for weaker than expected iPhone demand in China, media across the spectrum has cranked their clickbait content generators up to 11 to take full advantage of AAPL panic season. Unfortunately, what almost all of them are writing is ignorant gibberish that has nothing to do with actual events.

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Thursday January 03, 2019

Apple's guidance correction in China would be great news from Samsung

While Apple's critics are scrambling to portray its restatement of guidance as some sort of evidence of a "lack of innovation" or "pricing that's too high," the reality is that it's simply evidence that President Trump's tariff war on China has hurt a key Apple market. Apple has never been better positioned-- and its competition is now performing so badly that any one of them would love to be in Apple's shoes.

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Wednesday January 02, 2019

Huawei celebrates Nikkei iPhone Ban by posting 2019 greeting from an iPhone

Just days after Nikkei Asian Review contrived the story that 20 Chinese firms were supposedly supporting Huawei in a boycott of Apple's iPhones, Huawei itself tweeted out an official New Years' greeting-- from an iPhone.

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Wednesday December 26, 2018

iPhone XR launch attracted more Android switchers in the U.S. than the iPhone 8 & iPhone X

A new report by Consumer Intelligence Research Partners indicates that iPhone XR attracted a significantly larger proportion of Android switchers in the U.S. during its first month compared to last year's launches of iPhone 8 and iPhone X models, bolstering the idea that Apple is successfully expanding its installed base of buyers rather than just selling to iPhone users.

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Thursday December 20, 2018

Qualcomm blocked evidence in German Apple suit that previously led to non-infringement finding in US

In a German lawsuit against Apple, Qualcomm's attorneys refused to agree to hold evidence confidential, preventing it from being evaluated by the court. That same evidence was held confidential by the company's attorneys in a U.S. case, which subsequently found Qualcomm's patents were not infringed.

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Wednesday December 19, 2018

The secret of Apple's success in selling premium tech as an affordable luxury

Apple's hardware designs, software, icons, marketing, retail strategy, and branding have all been closely copied by its rivals. One thing they aren't copying is Apple's vast, premium installed base of loyal buyers. That's the primary foundation of Apple's wildly successful, global business that's uniquely selling massive volumes of luxury-class, premium-priced products in markets where competitors fight over sales of low-priced commodity units with thin margins. Why can't anyone else achieve what Apple has?

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Tuesday December 18, 2018

Apple's manufacturers: Qualcomm's 'China Ban' just a distraction technique

Qualcomm's patent infringement suit seeking an import ban on Apple's iPhones in China is a desperate distraction staged by the imperiled chipmaker in an attempt to draw attention away from a series of critical lawsuits it faces from device makers, global regulators, and a class action of consumers which all challenge its core business model, according to the attorney representing Apple's manufacturers in a recent interview.

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Thursday December 06, 2018

Qualcomm's Snapdragon 855 is over a year behind Apple's A12 Bionic, lacks a premium Android audience

At its Snapdragon Tech Summit, Qualcomm outlined its new 855, a chip it hopes will power the next generation of premium Androids. It addresses silicon work Apple has driven in its Application Processors leading up to the latest A12 Bionic, but it's less clear who will be building high-end Androids with Qualcomm's most advanced processor yet, and for how long.

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Wednesday December 05, 2018

Apple iPhone XS awarded smartphone camera of the year, Google Pixel 3 runner-up

Apple's iPhone XS beat out other rivals for 2018's best smartphone camera award from Digital Photography Review, notably Google's Pixel 3.

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Bloomberg continues iPhone panic mongering by conflating Apple's Give Back trade-in program with price slashing

Bloomberg is back with a story that presents Apple's trade-in program as being an example of desperate price slashing in response to supposedly flagging sales of what Apple has actually stated is its most popular phone -- the iPhone XR.

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Tuesday December 04, 2018

Apple's largest supplier reported 24 percent surge in revenues from OLED display, components sales

Apple's largest supplier-- and the primary source of the flexible OLED panels used in iPhone X and the new iPhone XS lineup-- reported 24 percent year-over-year growth in its Q3 revenues from its semiconductors, memory, and display panel unit, an increase it attributed to "increasing demand for flexible [OLED] panels." That supplier was Samsung, and the "major customers" it credited clearly included the world's largest seller of high-end OLED phones. Why aren't Samsung's results attributed to being an "iPhone supplier"?

25 comments

Monday December 03, 2018

Why Apple is now focusing on users, not units in Fiscal 2019

Across the last 20 years, Apple has shifted from selling Macs in a world dominated by Windows PCs to being a dominant global brand that services a vast installed base that's more valuable, influential, and lucrative than Windows was at its peak. Apple wants its investors to understand that, and is now challenging the media narrative that suggests it running an unsustainable race against various manufacturers churning out ever-increasing volumes of hardware units.

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Sunday December 02, 2018

Disrupt Berlin 2018 heavy on machine learning, picks sperm freezer Legacy as Startup Battlefield winner

A panel of tech industry judges narrowed down a dozen contestants picked from over a thousand applicants to pick up the Disrupt Cup award at Disrupt Berlin 2018. The panel ultimately bypassed other startups putting machine learning directly into consumers' hands, and ultimately decided on a single winner that wiggled its way past the others to win $50,000 -- a Swiss startup named Legacy that freezes men's sperm when they are healthy and young to archive reproductive ability until the time is right.

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Saturday December 01, 2018

Disrupt Berlin 2018 sponsor Otter Voice Notes uses AI to create live, searchable transcripts

One of the most overtly impressive products on display at Disrupt Berlin was Otter Voice Notes, a live transcription service from AISense, powered by artificial intelligence. The product generates searchable archives of presentations, meetings, interviews, or any other audio feed, delivering transcribed text synchronized to an audio recording, with identified speakers and keyword metadata.

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Friday November 30, 2018

TestCard turns your iPhone into a private, clinical-grade urinalysis kit

A UK startup is launching an app that uses the iPhone camera and flash system to provide immediate and accurate results for a variety of issues ranging from pregnancy to blood glucose to prostate health, kidney disease, STIs and even illicit drugs -- using low-cost test strips that arrive in the form of a postcard-sized mailer.

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