Gene MunsteriPhone X Lead Times Suggest Strong DemandThis 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…Read more Apple
Gene MunsteriPhone X Preorder PrimerAs 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…Read more Apple
Gene MunsterAMS AG Results Positive for iPhone X MixFollowing 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.Read more Apple, Augmented Reality
Gene MunsterAAPL: iPhone ASP Barrier a Fallacy; Raising EstimatesApple 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…Read more Apple
Gene MunsteriRobot to Play Leadership Role in Home Robotics Space: Introducing 5-Yr ModelSpecial thanks to Austin Bohlig for his work on this note. Today we’re rolling out our iRobot 5-year model, joining Loup Ventures’ Apple and Tesla model coverage. We feel it’s important to write on iRobot even though it’s a small company,…Read more iRobot, Robotics
Loup VenturesThe Rise of B2C CRM & Personalization: Retailers Combat ConvenienceWritten by guest author Carlos Castelan, Chief Strategy Officer at Conlego. In The Future of Retail, Loup Ventures laid out a vision for the future of retail amidst the continuing consumer shift from offline retail shopping to online. To combat…Read more Artificial Intelligence, Future
Andrew MurphyDon’t Underestimate the Importance of 3D Mapping for AutonomyAs you drive down the road, you make countless subconscious micro-decisions and calculations built on past experience. You know what 40 mph feels like by observing how fast the trees are passing by, how hard you can hit the brakes…Read more Artificial Intelligence, Google , Robotics , Tesla
Austin BohligUTM Deep Dive: A Multi-Billion Dollar Market You Can’t IgnoreLegislation and infrastructure are two of the biggest hurdles facing the unmanned aircraft industry. An Unmanned Traffic Management (UTM) system is an important solution. We recently had Jim Williams, who has deep expertise on the subject, guest author a piece about…Read more Amazon, Artificial Intelligence , Robotics
Gene MunsterGoogle’s Hardware Push: Ubiquitous AIYesterday, 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…Read more Amazon, Apple , Artificial Intelligence , Google
Gene MunsteriPhone 8 In-Store Availability Greater Than iPhone 7Our 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…Read more Apple
