Gene MunsterHomePod Delay Suggests Siri Integration is Harder than ExpectedApple announced today that it will not release the HomePod in December as planned – delaying the launch until “early 2018” instead. We believe that Siri integration – and, more broadly, digital assistant hardware – is more challenging than our…Read more Artificial Intelligence
Gene MunsteriPhone X Lead Times Improving; Availability In-Store Still TightConclusion. We have continued our daily monitoring of the availability of the iPhone X since its launch, and as expected it remains in short supply. We anticipate iPhone X lead times of more than 4 days to continue for the balance…Read more Apple
Gene MunsteriPhone X In-Store Availability Now 10%; Online Lead Times Unchanged at 3-4 WeeksConclusion. Based on our checks, iPhone X supply remains tight, and we expect it to remain in short supply for the next 4-8 weeks. We continue to expect the iPhone X to reach supply demand equilibrium sometime in January. That’s a…Read more Apple
Gene MunsteriPhone X Sold Out; Online Lead Times ImproveSold Out. As expected, it appears iPhone X is sold out at U.S Apple Stores. This weekend we monitored iPhone X availability at U.S, Apple Stores, as well as global lead times. On Saturday afternoon we found a handful of…Read more Apple
Gene MunsterLaunch Line Survey: Most Buying 256GBDetailed Survey Data. While the lines were longer than we expected, today’s real surprise was the capacity mix, heavily favoring 256GB over 64GB. We surveyed 134 customers, 99 of which (74%) were purchasing a 256GB iPhone X, and 35 of…Read more Apple
Gene MunsteriPhone X Off to a Fast StartLines for iPhone X more than double what we expected. In keeping with a tradition stretching back to 2008, we counted lines across the country this morning; this time in New York, Chicago, and several stores in Minneapolis. Lines counts…Read more Apple
Gene MunsterStrength Across the Board, and iPhone X Hasn’t Even StartedApple income statement here. Apple unit estimates here. Conclusion. Tim Cook is giddy, and he should be. This was the first time since Dec-14 that Apple had growth in every product and every geography. Apple’s results for Sep-17 were generally as…Read more Apple
Gene MunsterFeedback Loup: Apple Watch Streaming Music Passes Battery Test With Flying ColorsYesterday, Apple released the much anticipated update to Apple Watch that enables music streaming over Apple Watches with LTE. We tested the impact of streaming music on Apple Watch’s battery and were surprised to find after 6 hours of music…Read more Apple, Feedback Loup
Gene MunsterVCSEL Supplier Confirms Strong Demand for iPhone XSpecial 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%…Read more Apple, Augmented Reality
Gene MunsterAAPL Preview; It’s All About iPhone X CommentaryIt’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…Read more Apple
