Apple

Special thanks to Austin Bohlig for his work on this note.  Following upbeat Sep-17  quarter results from Apple’s leading vertical-cavity surface-emitting laser (VCESL) supplier this morning, Lumentum (LITE), we believe initial demand for iPhone X is on track to drive 2-3%…

We measured global iPhone X lead times today (the 3rd time in 3 days) and found no changes since Friday morning, quoting 5-6 week delivery times. Based on previous years, we expect little change in lead times over the next…

It’s All About iPhone X. Apple reports Sep-17 results on November 2nd. The focus of the call will be Apple’s commentary about iPhone X preorders which started on Oct 27th, and is set for launch on Nov 3rd. On the…

This morning Apple began taking iPhone X pre-orders at 3am ET. Current lead times are 5-6 weeks, in line with our expectation of 4-6 week lead times by 8am this morning. Long lead times are attributed to production bottlenecks (screen and…

As you know, Apple will begin taking iPhone X pre-orders this Friday, Oct 27 at 3am ET. Here is a helpful how to on pre-ordering your iPhone X. Given well-documented production bottlenecks (screen and TrueDepth camera) we expect lead times…

Following positive Sept-17 results from an Apple supplier, AMS AG, we continue to believe the mix of iPhone X remains favorable and will drive overall iPhone ASPs 15% higher (Street up 8%) in FY18.

Apple reports September results on November 2nd. The focus of the call will be Apple’s commentary about iPhone X preorders which start on Oct 27th (launch is Nov 3rd), and what that will mean for iPhone mix and ASP. The…

Yesterday, Google released eight devices that all screamed a single message – Google’s hardware ambitions are both serious and AI-centric. Google is doubling down on hardware, as a means to democratize the use of AI. The company has recently poured…

Our checks of 190 Apple Stores in the U.S. show that 61% of iPhone 8 SKUs were in stock (54% iPhone 8 and 68% iPhone 8 Plus) compared to a year ago when we measured 20% of iPhone 7 SKUs…

Since the launch of iOS 11, we’ve been testing popular AR apps available on the App Store. We’ve had fun, and found some useful new tools, but it doesn’t seem like we’ve unlocked the true utility of AR – yet.

With the smart speaker market still comfortably in its youth, and voice as a computing interface just beginning to take hold, no one is sure what the best use cases for the technology are, or what the device that best…

Intent to upgrade survey shows promise for the iPhone X, and higher ASPs. In addition to surveying consumers in launch lines, we surveyed a broader base of 511 consumers this week regarding their intent to purchase the upcoming iPhones. We…