Apple

Report · October 31, 2023

Apple Mac Scary Fast Recap and Insights

What Was Significant Our view has consistently been that Apple’s ambition with the Mac business is to continue to grow to take share from Windows in the higher-end>$1000 segment of the laptop market. Apple, in the last few years, has hovered around 10% of WW PC sales, and while they have never been

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Report · October 24, 2023

Research Note: Our View on Report Nvidia and AMD Arm PC Chips

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC.  The report also highlights…

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Report · September 13, 2023

Apple Fall Wonderlust Event Report

Apple held its annual iPhone event on September 13th, 2023, to announce the new iPhone 15 lineup, Apple Watch Series 9, and Apple Watch Ultra 2. This report provides an overview of the key announcements and new products revealed at the event, as well as analyst insights on what was significant from

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Report · September 7, 2023

Research Report: WWDC 2023

Apple’s Worldwide Developers Conference (WWDC) is an annual event that brings together developers from around the world to learn about the latest innovations in Apple’s software platform. The event is typically held in June, and it usually features a keynote address by Apple CEO Tim Cook, as well as

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Article · October 14, 2022

Ten Years On, Surface Becomes The Best Stage For Microsoft

This week, Microsoft held its Microsoft Ignite conference and just before kicking that off, it held what has become the traditional Surface Fall event. This year, Surface turns ten, and it is fascinating to see how far it has come in this time, not so much on the hardware, which was already ahead of

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Article · September 8, 2022

Apple Blurs The Lines Of Hardware and Software with iPhone14 Pro

This week, we were back in person at Apple Park for the traditional September iPhone launch. This year three products were on stage: iPhone14, Apple Watch and AirPods Pro. From the opening, Tim Cook made it clear why these products take the stage together, and their updates hit the market at the sam

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Article · August 11, 2022

Unpacking The Foldables’ Opportunity

This week, at its August Unpacked event, Samsung launched its foldable smartphones: Galaxy Z Flip4 and Galaxy Z Fold4, together with two new smartwatches, the Galaxy Watch 5 and the Galaxy Watch 5 Pro, and the new Galaxy Buds Pro 2. While the smartwatches and earbuds are exciting upgrades, the show’

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Article · June 8, 2022

Better Together Adds Value to Apple’s Portfolio

No, I did not get the events confused, this was Apple’s WWDC and not Google i/o, but the mantra we have been hearing from Google about its software and devices coming together to deliver a better experience to its users was actually delivered on the keynote stage by Apple. What is interesting to me

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Article · March 9, 2022

Apple’s Peek Performance Event Delivers to the Pros and the Mainstream

Apple’s Peek Performance event had something to offer to the most tech-savvy users, creators in particular, as well as mainstream users.  Underlining the move to take ownership of its own silicon development is now allowing Apple not only to take care of its highly differentiated user base but to ge

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Article · September 15, 2021

Putting Apple’s California Streaming Into Context

As is always the case with high-profile launches, we got to Apple’s California Streaming event with plenty of rumors to consider. Of course, most of what was expected did materialize on stage, but many of the details certainly helped paint a much better picture of Apple’s view of the market and how

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Article · June 8, 2021

Three Big Themes at Apple’s WWDC

I am not sure if it’s the lack of down time for stage walk-ons or that Apple has got this digital event thing down to a science, but the pace of this year Apple’s Developer Conference (WWDC) was incredible. The overall impact of the announcements across iOS, iPadOS, macOS, watchOS and tvOS will take

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