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Apple's iPhone beat Huawei, Xiaomi on China's 11/11 Singles Day, leading the record-breaking sales event

An annual "Singles Day" sales event held by China's search giant Alibaba racked up record-breaking sales, countering the idea that consumer sales in China are weak. But more importantly to Apple observers: iPhone sales lead other smartphone brands, pushing Huawei into second place and Xiaomi into third place.

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Apple's iPhone beat Huawei, Xiaomi on China's 11/11 Singles Day, leading the record-breaking sales event
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Apple event in downtown Brooklyn brings theater to retail

Nearly a year after it opened its Downtown Brooklyn retail store, Apple has temporarily expanded its New York footprint by taking over the Howard Gilman Opera House across the street in preparation for the theatrical introduction of new products for the holiday—beyond its freshly released 2018 iPhones and Apple Watch Series 4.

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Apple event in downtown Brooklyn brings theater to retail
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AirPods, Apple's vertical integration and the future of wearable AR

Here's what's next for AirPods and why Apple's product development—and special event introductions—are so different from others in the industry.

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AirPods, Apple's vertical integration and the future of wearable AR
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Huawei HiSilicon Kirin 980 more than a year behind Apple's A12 Bionic in performance

Huawei has released its own custom 7nm ARM System on a Chip. But despite using the same fab process, Huawei’s Kirin 980-powered Mate 20 Pro flagship lags far behind Apple’s iPhone XS A12, turning in performance scores even well below last year’s A11 iPhone X

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Huawei HiSilicon Kirin 980 more than a year behind Apple's A12 Bionic in performance
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Analysts change tune, now say $1,000 Huawei #Mate20 Androids are a bargain

Analysts and commentators who spent the first half of 2018 insisting that Apple’s $999 iPhone X was suffering from "disappointing" sales because of its premium price, a supposed "lack of innovation," and controversial design choices that included a camera "notch" are now telling us that Chinese companies that struggled to profit from high volumes of cheap phones will now successfully sell expensive models with an imitative notch.

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Analysts change tune, now say $1,000 Huawei #Mate20 Androids are a bargain
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Google downplaying Android to focus its future on Chrome OS

Five years ago, I described how Google was distancing itself from Android and increasingly pursuing a new strategy around Chrome OS. While that was a controversial idea at the time, Google’s latest announcements show that’s exactly what the company had been doing

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Google downplaying Android to focus its future on Chrome OS
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Google’s Pixel 3 is a third strike for hapless HTC and LG

Two years of Google selling "Pixel" branded versions of HTC and LG handsets have done nothing to arrest the slide that both Android licensees are seeing in their mobile sales. Will more exclusive AI features on Pixel 3 models do anything to change that?

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Google’s Pixel 3 is a third strike for hapless HTC and LG
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About a fifth of Android phone owners plan to switch to an iPhone

Most smartphone buyers tend to stick with the platform they’re familiar with. However, new data from Merrill Lynch indicates that a large percentage of top Android brand users now intend to switch to an iPhone in their next purchase.

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About a fifth of Android phone owners plan to switch to an iPhone
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Before #ChinaHack, Bloomberg published these five incorrect stories about Apple

Bloomberg has previously published a series of false claims before, either out of ignorant credulity or to simply invent a dramatic narrative imagined to be true, apparently without caring if it actually was.

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Before #ChinaHack, Bloomberg published these five incorrect stories about Apple
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After 8 years, IDC admits Apple's iPad is leading the tablet market "unabated"

Since iPad launched in 2010, International Data Corporation has dutifully crafted various media narratives that belittled as it as a toy, dismissed it as merely a "media consumption" device in a world that needed Windows, and disparaged it as inconsequential in a vast sea of cheap Android tablets (some of which were literally children's toys). But they were wrong, here's why.

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After 8 years, IDC admits Apple's iPad is leading the tablet market "unabated"
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Is Microsoft's Surface Studio 2 the hardware Apple wishes it could ship?

Apple's new Macs have been roundly criticized for raising their prices using flashy new features like the Touch Bar while delivering only incremental improvements in performance. Yet when Microsoft follows the same playbook, suddenly high prices are reasonable, flashy but unnecessary features are a sign of innovation, and big performance gains aren't really necessary—welcome to the world of PC flawgic.

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Is Microsoft's Surface Studio 2 the hardware Apple wishes it could ship?
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Why Samsung's smartphones are winning in shipments but losing in business

This summer, Samsung Electronics reported a 22 percent drop in mobile revenues and a 34 percent collapse in YoY profits in its IM division. Why is the world's largest phone maker by unit volume performing so poorly?

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Why Samsung's smartphones are winning in shipments but losing in business
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Why did Apple spend $400M to acquire Shazam?

Apple officially announced it had finalized the purchase of Shazam on Monday, ostensibly to "provide users even more great ways to discover, experience and enjoy music." That appears to be a major understatement.

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Why did Apple spend $400M to acquire Shazam?
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Review: Apple's new macOS Mojave polishes the Mac for iOS users

Apple's new macOS Mojave manages to be fresh and new without feeling unfamiliar. It's a significant, ambitious release we'd recommend for any Mac user with the Metal-capable hardware required to run it.

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Review: Apple's new macOS Mojave polishes the Mac for iOS users
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As Apple's HomePod reaches multi-million unit sales, is a cheaper version necessary to compete?

A new report took Apple to task for updating HomePod software rather than introducing a cheaper version to compete with Amazon and Google at the bottom of the smart speaker market. However, it also revealed that Apple new product surpassed sales of 3 million devices half way through 2018, with sales accelerating from its first quarter of availability.

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As Apple's HomePod reaches multi-million unit sales, is a cheaper version necessary to compete?
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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