Narrative: Apple is Doomed

Each narrative page (like this) has a page describing and evaluating the narrative, followed by all the posts on the site tagged with that narrative. Scroll down beyond the introduction to see the posts.

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    For The First Time, Apple Drops Below Microsoft In J.D. Power’s Tablet Survey – Fast Company (Apr 7, 2017)

    This is symbolically hugely important, because these are just the kind of stats that Apple likes to roll out on earnings calls and so on to highlights the strength of its products, far more so than market share or other statistics (though it often focused on percentage satisfaction rather than rankings per se). As the article makes clear, though, even though this is the first time Apple has dropped behind Microsoft, it’s not the first time it’s been beaten, as Samsung did so earlier. As is often the case with these rankings, you end up wishing the data were a little more transparent. For example, Microsoft apparently beat the iPad on Internet connectivity despite the fact that iPads offer 4G LTE as well as WiFi, which makes me wonder to what extent the ratings reflect the expectations people have of particular brands. In other words, are people pleasantly surprised that the Surface does certain things well, whereas others would expect the iPad to do those things well and therefore give it lower scores? Adjusting for those expectations would be tough, and I doubt JD Power does so. I also wonder to what extent Surface owners self-select into a much more narrow set of use cases for which the Surface is uniquely well suited, whereas the iPad is more of a general purpose device used by a far wider range of use cases, not all of which by definition it’s designed for. At any rate, it’s worth keeping an eye on this over time. Some of the other commentary in the article here is a little overblown – one thing is for certain: iPads massively outsell Surface computers of all shapes and sizes, so any idea that Surfaces are somehow displacing iPads in large numbers is nonsense.

    via Fast Company

    Apple’s Clips app offers promising & fun editing features, but confusing & difficult UI – 9to5Mac (Apr 6, 2017)

    Apple announced the Clips app a couple of weeks ago along with the new iPad and other announcements, and when I commented on that announcement I said the proof would be in the pudding with regard to how well the app performed. We now have reviews (and the app itself is out now too), and it looks like a bit of a mixed bag. The app looks clever, with some nifty new features, but it looks like it may suffer from the same problem as some other Cook-era Apple product releases, in that it seems like it may try to do too much, and therefore can be confusing to use. Here, as with the Apple Watch, Apple Music, and other recent efforts from Apple, it looks like it may have been better served by starting simpler and adding functionality over time. The real test will be whether we start seeing Clips-generated videos showing up in a big way on Instagram, Snapchat, and Facebook, because since this app lacks its own social features the output needs to be shared elsewhere. I still suspect, as I said in my first comment, that this is a better fit for the older Facebook generations than the Snapchat and Instagram generation, but we’ll see.

    via 9to5Mac

    Australian regulator sues Apple alleging iPhone ‘bricking’ – Reuters (Apr 6, 2017)

    This piece is sadly short on details and on comment from Apple, so we have to read between the lines a little bit to see what’s happening here. My guess is that this lawsuit from the Australian competition commission concerns Apple’s practice of disabling phones which have had their screens tampered with when that process involves the Touch ID sensor and its associated secure enclave. Apple does this in order to preserve the security of that system, but to an end user or repair shop it just looks like Apple is trying to keep the repair business to itself. Some US states have been pushing right-to-repair laws to deal with this kind of situation, and Apple has been pushing back, arguing that there are security issues at stake. The problem is that Apple often charges a lot more for either AppleCare or the repair itself than third parties, so the optics are bad even if the reasoning is sound. I suspect Apple is going to be dealing with a lot more of this kind of thing, and this Australian case will be an important test of how effectively Apple is able to fight its corner.

    via Reuters

    Apple Plans New iMacs for Pros Later in 2017, New Mac Pros in 2018 (Apr 4, 2017)

    A few years back, Tim Cook said Apple was doubling down on secrecy, and he’s largely kept to that promise since then, being as secretive as ever about Apple’s future product plans. However, that all changed this week with the announcement of future plans for Apple’s Mac line, an attempt to address vocal dissatisfaction and worry among a small but important community of Mac users. There are several key points here. First, Apple reinforces a point I made a while back, which is that true “pro” users are a small minority of Apple’s Mac base, and those who require Mac Pros are an even smaller minority. These pros are no longer the core constituency of the Mac, which instead is mainstream users. However, they are vocal, and they’re important because they’re disproportionately influential as a result, and Apple has underserved the upper echelon of these pro users, those for whom a maxed-out iMac or aging Mac Pro isn’t enough. This is an unusual concession from Apple that its Mac Pro strategy has been on the wrong track and that it’s boxed itself into a corner (something I’ve suspected for a while), and that it is belatedly trying to get back on the right track, which will take time. On the other hand, those maxed out iMacs and even MacBook Pros are actually enough for many pros – I have several family members who do video editing for a living and they all use iMacs rather than Mac Pros, and I found the MacBook from late last year perfectly adequate for using professional video editing software. But Apple’s statement this week is a sign that it doesn’t want the worrying and griping to go on, and that it needs to both make a more specific commitment to the future of the pro Mac line and to those high-end professional users. That’s a good thing, because it’s a concession that it has made mistakes and will now look to rectify them. This has been one of very few areas where there have been legitimate worries about Apple and its strategy, and fixing this should help to neutralize somewhat the Apple is Doomed narrative.

    via Daring Fireball

    Veteran Apple Designer Leaving — The Information (Apr 3, 2017)

    Christopher Stringer was that rare thing at Apple: someone working in design not named Jony Ive that people had actually heard of and seen speak on Apple’s behalf, mostly because he was a witness in the long-running Samsung-Apple court case. But he was also a veteran at Apple, there for 21 years, and part of the small Industrial Design team which has been a cohesive unit for a long time. Twenty-one years is a long time to be with any company, and in the absence of any evidence to the contrary I’m inclined to ascribe this to someone who’s spent half his career in one place wanting a change of scenery. But of course he’s one of a number of senior Apple people who have left recently, and so it’s easy for a narrative to form here. So far, I’m unconvinced that the recent departures represent anything more than normal turnover among very talented teams in a fairly flat organizational structure, but it’s worth continuing to watch this trend for signs that there’s something more going on.

    via The Information

    App Annie: Android to top iOS in app store revenue this year – TechCrunch (Mar 29, 2017)

    This App Annie analysis is interesting for two reasons. Firstly, it’s one of the first times I’ve seen anyone attempt to quantify the whole Android app ecosystem including the third party app stores, which are a factor globally but particularly important in markets like China, where Google Play basically doesn’t exist. That provides a much better view of the whole ecosystem, but of course Google only benefits directly from the part it controls, which is Play. Secondly, though, the forecast that this ecosystem combined will surpass Apple’s app ecosystem by the end of the year is striking because the Android user base has been much larger than the iOS user base for years, and only now is the app ecosystem (on this more inclusive basis) starting to rival Apple’s. That, in turn, is a symptom of just how completely Apple has dominated the premium users within the smartphone market, those who are more likely to pay for content and apps. But all of this is also a great refutation of the idea that apps are somehow dying or about to be replaced with something else – the sheer growth numbers here are astonishing.

    via TechCrunch

    Apple just made a historic and risky change to all iPhones — and you probably didn’t even notice – Business Insider (Mar 28, 2017)

    Apple this week pushed iOS 10.3 to iPhones and iPads, and although there were various other headline features, the big under-the-hood change was the upgrade from Apple’s historical HFS+ file system to the new Apple File System trailed a while back at WWDC. That this upgrade went off seemingly without a hitch is remarkable given just how disruptive it might have been to devices and the apps that run on them, and given that Apple has had one or two buggy iOS releases in the last couple of years, including one that bricked a lot of phones. I suspect Apple deliberately rolled this update out off the usual big annual schedule because people tend to adopt these point releases more slowly, so that if something did go wrong it could pull it before it did too much damage. But Apple is also benefiting these days from the extensive developer and public beta programs, which get its releases into many more hands (and onto a wider range of devices used for a wider range of tasks), which likely helps iron out some bugs before they ever get to wide release. But it’s arguably been underappreciated this week just how big a change this was and how flawlessly Apple seems to have executed on it. That’s a good counterpoint to some recent suggestions that Apple’s quality control around its software has suffered lately.

    via Business Insider

    Apple has acquired Workflow, a powerful automation tool for iPad and iPhone – TechCrunch (Mar 22, 2017)

    This is a fascinating acquisition in the context of Apple’s recent parting of ways with Sal Saghoian, who ran the Automator app for macOS. That departure had signaled to some people that Apple was abandoning automation as a feature, but this acquisition sends the opposite message. Perhaps more importantly, Workflow is much more user friendly approach to automation than Automator, and what I’d hope we’ll see here is that same approach applied to built-in automation across Apple’s product lines including the Mac. That would make automation a more mainstream proposition, which is an intriguing prospect. That Workflow will remain available in the App Store is interesting too – that’s obviously going to be reassuring to existing users, but there’s no guarantee that it will stay there when Apple is done integrating it into its platforms. Siri stayed available for a time too, but of course disappeared when Apple released its version.

    via TechCrunch

    Apple’s App Store Gets a Makeover – Bloomberg (Mar 21, 2017)

    The headline makes it sound like there are changes coming to the App Store, but this story is really about all the changes that have already happened on the App Store since Phil Schiller took it over from Eddy Cue a little over a year ago. One of the notable things in the story is the impact that better analytics have had, and how that’s made it easier for more dynamic developers to update their apps more frequently in response to user behavior. More generally, though, the article suggests that big strides have been made in the way the App Store runs from a developer perspective, which is a story that hasn’t been told much. It’s been subtle, and if you’re just a user you might not be aware of most of these changes, but better experiences for developers make for better end user experiences too. I know there are still lots of developers, especially Mac-centric developers, who have complaints they feel have gone unheeded, but Apple has at least made some progress in fixing big pain points on the iOS side.

    via Bloomberg

    Apple Debuts Clips, a New Way to Create Videos on iOS (Mar 21, 2017)

    Alongside the iPad announcement it made this morning, Apple made three other announcements, of which this is the most interesting (the other two concern a PRODUCT(RED) iPhone and new languages for Swift Playgrounds). Clips looks like a hybrid of Snapchat and iMovie, with lots of new filters, stickers and other effects and an easy editor for creating a montage of video clips and photos, but apparently without any kind of social component. This is a funny sort of inbetweener software product from Apple, which doesn’t have an explicit social network and whose creative tools around editing photos and videos are far less used among young people than those which come with the social networks they use. I don’t necessarily see that changing with this product, though there are some clever-looking features like auto-generating titles. The proof will be in the pudding, though – the app comes out in April, though I’m guessing it may appear in developer betas before then, giving us a chance to try it out. It’s interesting to see Apple experimenting to try to fill a gap here, but I’m not convinced it’s got it right just yet.

    via Apple