Mobile
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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