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Taking a look at this week's AppleTrip iPhone App, the latest iPad Pro reviews, why Tim Cook is focused on the iPhone, no more iPhone sales will be revealed, the PR angle to recycled aluminum, and repairing the new MacBook Air.
Apple Loop is here to remind you of a few things that have happened around the world.
XR Demand iPhone Is Less Than Expected
How is the iPhone XR doing in the market? As the pre-launch ordering window opened up, it took an inordinate amount of time before Apple raised the 'sold out' signs. This lower demand appears to be a feature of the XR, with a twenty-five percent reduction in demand being reported. Lauly Li and Chen Ting-Fang report:
Apple has signaled disappointing demand for the new iPhone XR, telling its top smartphone assemblers Foxconn and Pegatron to halt plans for additional production lines dedicated to the relatively cost-effective model that hit shelves in late October, sources say.
"For the Foxconn side, it's just about ready for 60 assembly lines for the Apple's XR model, but just uses it as a production line." .
More at Nikkei Asian Review.
XR smartphone in a re: Store shop, an Apple authorized reseller,. Sergei Savostyanov / TASS (Photo by Sergei SavostyanovTASS via Getty Images)Getty
iPhone 5G Delayed
Although 2019 is set to see 5G handsets dominate the flagships, Apple's plans to bring the super fast connectivity to the iPhone have been dealt a blow. According to reports, Intel's 5G chip is just too much heat and can not be dissipated fast enough. That means more engineering time, and no iPhone 5G until 2020 at the earliest:
Where does that leave Apple? Tim Cook and his team have been working to make this happen. It would be a courageous move to an alternative 5G chip supplier (such as MediaTek) so Apple's choice is to either enact a radical change with its supply chain, or to stay the race and hope that the myth of 'Apple only introduces mature technology 'will continue to be in place through next year' s model and another year after that with the iPhone X4 (or will it be the iPhone XSSS?).
More here on Forbes.
Computer Or Tablet? Reviewing The iPad Pro
Apple's latest tablet is a professional machine that will replace your computer. Can it really be a substitute for your laptop? That's the key to understanding the iPad Pro's mission, as I discovered this week:
The idea is simple – the iPad Pro can replace your computer. The problem here is that this definition of a computer lies with Apple. If you have a requirement that is outwith Apple's walled garden then you have a very expensive paperweight that plays too many piano covers of abba songs. And it does not take much for the iPad Pro to fail. Take the USB-C port. It can work with monitors and keyboards, but you need to connect to external storage, to hard drives, to cameras, to flash cards, and you will be waiting for a long time
Forbes.
CEO of Apple Tim Cook (C) speaks while unveiling new products during a launch event at the Brooklyn Academy of Music (Photo by VCG / VCG via Getty Images)Getty
Why Tim Cook Is Ignoring Your Favorite New Apple Product
Reviews aside, does Tim's Cook's Apple care about the iPad, the Mac range, or anything outside the iPhone and the Apple services? Yes, they bring in a significant dollar amount, but are they the future of the company? Adrian Kingsley-Hughes argues that the latter are all that count:
Apple's Business Services – which includes AppleCare, Apple Pay, licensing and other services – is a bigger business than the Mac, and that "other products" – which covers AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch and other Apple-branded and third-party accessories – is bigger than the iPad.
Mac, but given the size of the iPad, it will only be a modest amount.
Apple's priority is keeping the iPhone business afloat. Everything else is secondary.
More at ZDNet.
No More iPhone Numbers
As discussed last week on it's earning calls, Apple will no longer be releasing iPhone sales numbers. Given that the iOS smartphones have been 'basically flat since the iPhone 6', Apple's growth has been in the hands and costs. Hiding the iPhone is an increase in productivity and revenue growth. Ben Thompson explains:
Still, but if unit growth was stagnant for a full three years, reporting the numbers helped Apple tells its story: to calculate the average selling price.
What the reports are right about, though, is that it is very likely that it will grow, and it will grow. 't go much further, which means it is likely that the average selling price-based revenue growth story is drawing to an end as well.
More at Stratchery.
People at the Brooklyn Academy of Music (Photo by VCG / VCG via Getty Images)Getty
The PR Of Recycled Aluminum
At last week's launch of the new MacBook Air, Tim Cook and his team put a lot of focus on the use of recycled materials in the new macOS powered laptops. It sounds great, but is there a significant benefit to the world, or is it a nice bit of PR? Casey Williams picks up the story:
Buying a new business is a simple, cheap, and probably a good business decision for Apple anyway, according to Kyle Wiens, who advocates for responsible device recycling and serves as CEO of iFixit, a site dedicated to repairing gadgets.
"Aluminum is one of those things that is always recycled," Wiens says. "It's way cheaper to recycle aluminum than mine new bauxite ore, so there's a strong market demand for scrap. Really, this is the lowest fruit on their 100 percent recycled material pledge. "
More at Medium.
And Finally …
The new MacBook Air is easier to repair! At least if you are Apple. Apple's own tools and guides.
But do not go thinking Apple has gone soft on us. These design improvements have more to do with rework than repairability. The air is used to keep you moving, you need to get rid of it, and you need to have it. All together, that means Apple has an easy time with their knowledge and tools, but the average is better than average. We're not the ones to complain (okay, yes we are), but we hope this is just the beginning of an upswing in repairable design.
More at iFixit (and my thoughts on the implications here).
Apple Loop brings you forbes. Do not forget to follow me so you do not miss any coverage in the future. Last week's Apple Loop can be read here, Android Circuit, is also available on Forbes.
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Taking a look at this week's AppleTrip iPhone App, the latest iPad Pro reviews, why Tim Cook is focused on the iPhone, no more iPhone sales will be revealed, the PR angle to recycled aluminum, and repairing the new MacBook Air.
Apple Loop is here to remind you of a few things that have happened around the world.
XR Demand iPhone Is Less Than Expected
How is the iPhone XR doing in the market? As the pre-launch ordering window opened up, it took an inordinate amount of time before Apple raised the 'sold out' signs. This lower demand appears to be a feature of the XR, with a twenty-five percent reduction in demand being reported. Lauly Li and Chen Ting-Fang report:
Apple has signaled disappointing demand for the new iPhone XR, telling its top smartphone assemblers Foxconn and Pegatron to halt plans for additional production lines dedicated to the relatively cost-effective model that hit shelves in late October, sources say.
"For the Foxconn side, it's just about ready for 60 assembly lines for the Apple's XR model, but just uses it as a production line." .
More at Nikkei Asian Review.
XR smartphone in a re: Store shop, an Apple authorized reseller,. Sergei Savostyanov / TASS (Photo by Sergei SavostyanovTASS via Getty Images)Getty
iPhone 5G Delayed
Although 2019 is set to see 5G handsets dominate the flagships, Apple's plans to bring the super fast connectivity to the iPhone have been dealt a blow. According to reports, Intel's 5G chip is just too much heat and can not be dissipated fast enough. That means more engineering time, and no iPhone 5G until 2020 at the earliest:
Where does that leave Apple? Tim Cook and his team have been working to make this happen. It would be a courageous move to an alternative 5G chip supplier (such as MediaTek) so Apple's choice is to either enact a radical change with its supply chain, or to stay the race and hope that the myth of 'Apple only introduces mature technology 'will continue to be in place through next year' s model and another year after that with the iPhone X4 (or will it be the iPhone XSSS?).
More here on Forbes.
Computer Or Tablet? Reviewing The iPad Pro
Apple's latest tablet is a professional machine that will replace your computer. Can it really be a substitute for your laptop? That's the key to understanding the iPad Pro's mission, as I discovered this week:
The idea is simple – the iPad Pro can replace your computer. The problem here is that this definition of a computer lies with Apple. If you have a requirement that is outwith Apple's walled garden then you have a very expensive paperweight that plays too many piano covers of abba songs. And it does not take much for the iPad Pro to fail. Take the USB-C port. It can work with monitors and keyboards, but you need to connect to external storage, to hard drives, to cameras, to flash cards, and you will be waiting for a long time
Forbes.
CEO of Apple Tim Cook (C) speaks while unveiling new products during a launch event at the Brooklyn Academy of Music (Photo by VCG / VCG via Getty Images)Getty
Why Tim Cook Is Ignoring Your Favorite New Apple Product
Reviews aside, does Tim's Cook's Apple care about the iPad, the Mac range, or anything outside the iPhone and the Apple services? Yes, they bring in a significant dollar amount, but are they the future of the company? Adrian Kingsley-Hughes argues that the latter are all that count:
Apple's Business Services – which includes AppleCare, Apple Pay, licensing and other services – is a bigger business than the Mac, and that "other products" – which covers AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch and other Apple-branded and third-party accessories – is bigger than the iPad.
Mac, but given the size of the iPad, it will only be a modest amount.
Apple's priority is keeping the iPhone business afloat. Everything else is secondary.
More at ZDNet.
No More iPhone Numbers
As discussed last week on it's earning calls, Apple will no longer be releasing iPhone sales numbers. Given that the iOS smartphones have been 'basically flat since the iPhone 6', Apple's growth has been in the hands and costs. Hiding the iPhone is an increase in productivity and revenue growth. Ben Thompson explains:
Still, but if unit growth was stagnant for a full three years, reporting the numbers helped Apple tells its story: to calculate the average selling price.
What the reports are right about, though, is that it is very likely that it will grow, and it will grow. 't go much further, which means it is likely that the average selling price-based revenue growth story is drawing to an end as well.
More at Stratchery.
People at the Brooklyn Academy of Music (Photo by VCG / VCG via Getty Images)Getty
The PR Of Recycled Aluminum
At last week's launch of the new MacBook Air, Tim Cook and his team put a lot of focus on the use of recycled materials in the new macOS powered laptops. It sounds great, but is there a significant benefit to the world, or is it a nice bit of PR? Casey Williams picks up the story:
Buying a new business is a simple, cheap, and probably a good business decision for Apple anyway, according to Kyle Wiens, who advocates for responsible device recycling and serves as CEO of iFixit, a site dedicated to repairing gadgets.
"Aluminum is one of those things that is always recycled," Wiens says. "It's way cheaper to recycle aluminum than mine new bauxite ore, so there's a strong market demand for scrap. Really, this is the lowest fruit on their 100 percent recycled material pledge. "
More at Medium.
And Finally …
The new MacBook Air is easier to repair! At least if you are Apple. Apple's own tools and guides.
But do not go thinking Apple has gone soft on us. These design improvements have more to do with rework than repairability. The air is used to keep you moving, you need to get rid of it, and you need to have it. All together, that means Apple has an easy time with their knowledge and tools, but the average is better than average. We're not the ones to complain (okay, yes we are), but we hope this is just the beginning of an upswing in repairable design.
More at iFixit (and my thoughts on the implications here).
Apple Loop brings you forbes. Do not forget to follow me so you do not miss any coverage in the future. Last week's Apple Loop can be read here, Android Circuit, is also available on Forbes.
