Company / division: Apple
Siri Usage Reported to Fall as Alexa and Cortana Grow (Jul 12, 2017)
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Gartner Says PC Shipments Declined 4.3% in Q2, 11th Straight Drop, Hit 2007 Levels (Jul 12, 2017)
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Apple Partners with Chinese Company for iCloud to Comply with New Regulations (Jul 12, 2017)
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HomePod Purchase Intent is at 14% of iPhone Owners, per Raymond James Survey (Jul 11, 2017)
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Apple’s Share of Video on Demand Sales and Rentals Said to be Falling (Jul 10, 2017)
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Weekly Narrative Video – Wearables are Struggling (Jul 8, 2017)
This past week’s narrative video is on the Wearables are Struggling narrative, in light of the news that Jawbone is entering liquidation. I’ve seen lots read into that news, some of it sensible and some of it probably overblown as far as the significance for the broader wearables industry. In the video, I talk through how I see the news, and also what I think about the state of the wearables market. Subscribers can watch the video on the narrative page here as always, and if you’re not yet a subscriber you can sign up for a 30-day free trial here and get access too.
Apple Disputes Imagination Tech Account of Unwinding of Relationship (Jul 7, 2017)
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iPhones at Lower Prices Taking Increasing Share in US Prepaid (Jul 6, 2017)
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Qualcomm Files New Case Against Apple and Asks ITC to Block Import of Intel iPhones (Jul 6, 2017)
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Apple News Reportedly Readying Ad Platform Integration for Publishers (Jul 5, 2017)
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KGI and Bloomberg Report Leaks on iPhone 8 Security Features (Jul 3, 2017)
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★ Apple Leases Cars from Hertz for Autonomous Technology Testing (Jun 26, 2017)
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Sprint’s Virgin Mobile Goes iPhone-Only in Relaunch (Jun 22, 2017)
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Imagination Tech Begins Formal Sale Process as a Result of Apple Pullout (Jun 22, 2017)
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Apple Reportedly Pushing to Lower Revenue Share to Music Labels (Jun 22, 2017)
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Ex-Apple Engineer Chris Lattner Leaves Tesla After 5 Months (Jun 20, 2017)
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Storage Required for Top iPhone Apps has Increased 11x Since 2013 (Jun 19, 2017)
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Apple Poaches Two Sony TV Execs to Lead Video Programming (Jun 16, 2017)
Apple has hired two executives who previously helped make Breaking Bad and The Crown on behalf of AMC and Netflix respectively as its new heads of video programming globally. Those two pieces of content are powerful examples of the role of original content in boosting video brands – Breaking Bad was a major plank of AMC’s push over recent years to turn itself into more than just a catalog player, and while The Crown isn’t Netflix’s most popular bit of original content, it’s very good and a sign of the kind of big-budget stuff it’s going to be making more of going forward. As such, these are fascinating hires, given that for now at least Apple is on the opposite of that process – commissioning rather than producing original video content. These hires could be a sign that change is coming, given that these two new execs have experience producing and not just commissioning video, but that’s a somewhat unusual model for original content compared with other major players like Netflix, which have still tended to farm out original content rather than lead production internally. It’s possible that they will merely become equivalents of Ted Sarandos at Netflix, using their expertise to commission and oversee outside projects, but they seem somewhat odd hires in that context. All of this, meanwhile, seems much less plausible in a continued narrow focus on video content in Apple Music, and much more as part of a broader push into video ahead of a subscription video service. Two other things worth noting: Apple put out a press release on the hires, something it does very rarely indeed, suggesting it wants to make a fuss out of this. Secondly, these two will report directly to Eddy Cue, which will set up an interesting dynamic with Jimmy Iovine, who has seemed to loom large over all of Apple’s content efforts, but especially in video, and who I’ve speculated before is a bit of a loose cannon in this area. I’m hoping these two coming on board provides some more clarity in who owns original video content at Apple.
via WSJ
Apple Reported to be Working on Health Record System for iPhone (Jun 15, 2017)
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Apple Supplier Wistron Appears to Confirm Wireless Charging in Next iPhone (Jun 15, 2017)
This is exactly the kind of speaking out of turn that Apple suppliers absolutely know not to engage in, so it’s baffling that Wistron’s CEO would have been so careless. Wistron, of course, is the vendor Apple is using for its first foray into manufacturing in India, and this is the kind of thing that tends to jeopardize those relationships. It’s not a huge revelation – Apple joined the consortium that manages the Qi wireless charging standard which it already uses in the Apple Watch a while back. But it’s one of a number of new hardware features that are likely to make it into the next iPhones – certainly not the headline feature, but one of a checklist of features that will be used to drum up demand. On the other hand, I remain skeptical of the value of mat-based wireless charging – though there’s some appeal to just putting your phone down to have it charge, that really requires several chargers in different places around your home and/or office to be useful, and it’s actually more limiting than traditional plugged-in charging for things like making phone calls or typing on your phone, where you might want to hold it while it’s charging. I’m still most curious to see whether Apple has made any advances in this regard and how it will both approach and sell wireless charging as a feature.
via The Verge