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WSJ author and research group who got iPhone X wrong now surfacing a cynical theory on iPhone XS models

Apple built and began selling its high-end OLED iPhone XS and XS Max models a month ahead of iPhone XR availability in an effort to sell users more expensive models before facing competition from its own new lower-priced, entry-level LCD phone--at least according to the columnist and the think tank that were totally wrong about iPhone X sales last year.

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WSJ author and research group who got iPhone X wrong now surfacing a cynical theory on iPhone XS models
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Apple sold 43% of all phones priced above $400 globally in Q2, earned majority of handset profits

Apple's iPhone earnings were over 3.6 times that of Samsung and over 3 times the profits of the top four brands in China, as the company sold 43 percent of all "premium" phones globally.

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Apple sold 43% of all phones priced above $400 globally in Q2, earned majority of handset profits
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Does Apple have any premium buyers left for the iPhone XS and iPhone XS Max?

Emerging media narratives suggest that with smartphone sales contracting in many markets globally, there will increasingly be less opportunity for Apple to sell its high-end, ultra premium iPhone models to new buyers.

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Does Apple have any premium buyers left for the iPhone XS and iPhone XS Max?
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Rosenblatt analyst dead wrong about iPhone X last year offering new thoughts on iPhone XS

Financial blogs are taking serious an early claim by a Rosenblatt Securities analyst who says he’s discovered that preorders of Apple’s new iPhone XS and XS Max were "weaker compared to iPhone X preorders" a year ago. The report failed to note, however, that analyst Jun Zhang was wrong last year, too.

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Rosenblatt analyst dead wrong about iPhone X last year offering new thoughts on iPhone XS
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Why did Apple retreat in its AirPower offensive?

The leading theory is that Apple's engineers bit off more than they could byte and wow isn't Apple just incompetent these days now that Steve Jobs isn't here anymore. But there's a much more obvious reason for AirPower to never show up, an issue Jobs himself ran into multiple times.

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Why did Apple retreat in its AirPower offensive?
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Apple and the aggressive rollout of its iPhone XS vision for the future

This year, Apple’s 'revolutionary' new iPhone X future arrived and expanded to become the new normal, fully exploiting Apple's lead with the front-facing 3D TrueDepth camera.

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Apple and the aggressive rollout of its iPhone XS vision for the future
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Apple Services and the Ecosystem of Value Capture

Apple's remarkable success in iTunes and its App Stores bears striking similarity to another example of a platform developer investing in its own ecosystem: transit Value Capture. App Store Value Capture has changed the game for Apple, and is now fueling a faster rate of revenue growth for the company than all of its hardware segments combined

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Apple Services and the Ecosystem of Value Capture
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Apple's secret Services sauce sells systems

Despite making the hardware business look easy, Apple hasn’t always been incredibly successful in introducing new devices. But comparing its biggest hits with its worst misses helps to isolate a secret sauce that is driving demand for the company’s products globally.

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Apple's secret Services sauce sells systems
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The myth of Apple's impossibly difficult (yet super easy) hardware business

Every time Apple has entered a new market segment, the wailing sirens of punditry have scrambled to scream out their logic of how impossible it will be for the company to ever get established, to meaningfully change the rules, and to succeed commercially

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The myth of Apple's impossibly difficult (yet super easy) hardware business
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While Wall Street quacked about killing iPhone X, Apple bought back $43.5B in stock

Following a $23.5 billion buyback in the March quarter, Apple discreetly bought up another $20 billion of its own shares off the open market in the June quarter, taking advantage of the continued, vapidly ignorant noise generated by analysts and financial news sites.

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While Wall Street quacked about killing iPhone X, Apple bought back $43.5B in stock
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Apple's UIKit, Xcode among the top 20 fastest growing, in demand skills

Freelancer site Upwork published a listing of the top twenty fastest growing skills of the more than 5,000 it tracks. The list cited Apple's iOS development framework UIKit and its Xcode development tools

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Apple's UIKit, Xcode among the top 20 fastest growing, in demand skills
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Where is Apple's innovative iPad, MacBook Pro hardware to rival Microsoft's Surface?

Despite getting lighter, thinner and faster, Apple's iPad tablets and MacBook notebooks haven't dabbled into entirely new desktop computing form factors and experimental hardware concepts the way Microsoft has with its Surface business segment. Here's a look at why.

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Where is Apple's innovative iPad, MacBook Pro hardware to rival Microsoft's Surface?
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Slow 2018 MacBook Pros? Oops, that was a bug. Update now for full speed.

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Slow 2018 MacBook Pros? Oops, that was a bug. Update now for full speed.
Daniel Eran Dilger

Google's Pixel Android strategy is destroying HTC the same way Moto X gutted Motorola

Ten years ago, Google offered Taiwan's HTC a lifeline of sorts in the form of an Android partnership for the original HTC Dream, followed by Nexus One. However, the former Windows Mobile contract manufacturer hasn't fared so well since. Google's last two years of HTC-built Pixels have done nothing to help the struggling company.

Daniel Eran Dilger
Google's Pixel Android strategy is destroying HTC the same way Moto X gutted Motorola
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June 2018: Apple's WWDC, A birthday & A New RoughlyDrafted

June 2018 was a spectacular month for me. First off, it was (as usual) Apple’s WWDC. If you have a minute, I’d like to tell you some stories about it.

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June 2018: Apple's WWDC, A birthday & A New RoughlyDrafted
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Apple's cheaper iPhones are not the volume sellers pundits predicted: iPhone 8, X are

It's not news that Apple is grabbing all the profits in the smartphone industry. But new data shows that Apple's most expensive new iPhone flagships are accomplishing this largely on their own, indicating that analyst chatter about smartphone users really wanting cheaper devices is totally delusional.

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Apple's cheaper iPhones are not the volume sellers pundits predicted: iPhone 8, X are
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SOUL OF A NEW MAC: MOJAVE PUBLIC BETA

Apple’s macOS Mojave is still a work in progress, but the strategy is clear: Welcome to the Mac for iOS users. And Don’t Panic!

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SOUL OF A NEW MAC: MOJAVE PUBLIC BETA
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Apple Summit featuring Horace Dediu coming to NYC in August

An intimate conversation with Horace Dediu and Daniel Eran Dilger about Apple, mobility, and the future of technology

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Apple Summit featuring Horace Dediu coming to NYC in August
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Developers unwind at WWDC18

After a long week, developers unwind at WWDC18 get-togethers and Apple's Thursday Bash

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Developers unwind at WWDC18
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Jamf details Apple's device management news at WWDC18

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Jamf details Apple's device management news at WWDC18
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Two students detail an "amazing" experience at Apple's WWDC18

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Two students detail an "amazing" experience at Apple's WWDC18