iPhone
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Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.
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The iPhone is a franchise, a product that will make money in well-defined ways; Apple understands that and is exploiting it more than ever before with the iPhones XS and XR.
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The iPhone X is a quintessential Apple product, because it is the best; is there a market for iPhone 8?
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Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
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New Huawei Rules, What Now for Huawei, Apple’s Brand and China Inc.
New Huawei rules may kill not only the company’s handset business, but also its base station business. Why hasn’t China yet retaliated against Apple?
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Apple, Epic, and the App Store
The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.
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Apple’s New Reality; Apple’s Transition Strategy; Apple v. Developers, Continued
How Apple’s moat was built, the parallels to the Intel transition, and more developer tension.
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The End of OS X
OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.
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Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
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The iPhone SE, Accounting for the iPhone SE, New iPhones
The new iPhone SE inspires a revisit to Apple’s low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.
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iPhone Delay?; An Interview with Tim Culpan about SARS, Taiwan’s Response Then and Now, and Apple’s Supply Chain
The iPhone could be delayed, but not necessarily because of China. Then, an interview with Tim Culpan about SARS, Taiwan’s response then and now, and Apple’s Supply Chain