Apple

Short line at the Apple Uptown Store in Minneapolis, MN on launch day at 11am. Lines for Apple products are short, as expected. This year’s iPhone 8 launch line at Apple’s flagship 5th Avenue store in NYC was 275 people vs…

Survey suggests better than expected demand for iPhone X and iPhone 8, but lines will be shorter tomorrow.  This week we surveyed 388 consumers in the U.S. across all demographics and found that of those planning to buy an iPhone…

Friday morning (Sep 15) Apple started taking pre-orders for the iPhone 8 and 8 Plus. At around 11AM ET we spot checked availability of those phones in the U.S. At the time, Apple was quoting 1-2 week lead times for…

Following Apple’s product event yesterday, we have updated our AAPL financial model, which can be viewed here. iPhone X Delayed, ~10M Units Pushed Out; Full Year Units Unchanged iPhone X will ship on November 3rd, which is roughly six weeks…

Apple introduced iPhone X as the future of the smartphone; and for good reason. The iPhone X has advanced 3D-sensing, display, camera, and augmented reality technologies that have never been available in consumer devices. These technologies solidify the platform on…

Late on Fri. night, the iOS 11 GM (golden master) software build was leaked to two Apple rumor sites, confirming several new Apple products: iPhone 8 and iPhone 8 Plus: Updated versions of Apple’s 4.7″ and 5.5″ iPhones with LCD…

Special thanks to Austin Bohlig for his work on this note.  We have updated comments regarding the upcoming iPhone launch following Finisar’s (FNSR) FQ1 earnings results, which we believe is one of Apple’s VCSEL array suppliers. Vertical-cavity surface-emitting lasers (VCSEL) are…

The global automotive industry is quickly approaching a transformation that should fully take shape by 2040. While 20 years doesn’t seem very far away, keep in mind that technology is advancing at an accelerating pace — the next 20 years…

We don’t expect many surprises at Apple’s September 12th event (see our expectations detailed below). That said, the event will mark an important new chapter for Apple centered on augmented reality, which will eventually replace the smartphone over the next…

On Tuesday, Google released a developer preview of ARCore, a platform for developers to build augmented reality apps for Android. ARCore brings augmented reality to the world’s largest mobile operating system, starting with just the Pixel and Galaxy S8, but…

In December, Apple will ship HomePod, a smart speaker with a unique focus on music. Don’t be fooled, however, by HomePod’s music-focused marketing; Apple has a grander vision than delivering a better sounding Echo. The company is making Siri a…

AI is one of the core themes on which we focus at Loup Ventures. And as analysts, we heard Google, Facebook, Amazon, and Apple emphasizing their focus on AI over the last several years. Google CEO Sundar Pichai has commented…