New iPad Pricing, EDU, and the Clips Strategy

Reflecting on Apple’s announcements yesterday and it is clear the new pricing scheme of iPad is the most significant. What this demonstrates is a fascinating and nuanced observation. When needed, Apple is willing to compete...

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Ben Bajarin / March 22nd, 2017
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Smartphone Brand Stories in China

China is an incredibly important market for the global technology industry. It is also a fascinating one to study because, more often than not, the market as a whole is an anomaly. So we often...

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Ben Bajarin / March 15th, 2017

Apple and Generation Z

I received a mixture of feedback on Twitter when I tweeted Phil Baker’s column from yesterday. Most of the feedback was critical of Phil’s point that Apple may be losing the younger generation. They argued...

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Ben Bajarin / March 9th, 2017

Has Apple delivered Steve Jobs’ Vision of Disrupting TV?

One of the last real public mysteries surrounding Steve Jobs comes from a comment he made to his biographer, Walter Isaacson, telling him about his vision for TV. Here is the passage that caused quite...

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Tim Bajarin / February 22nd, 2017

Apple, Content, and Exclusivity

Exclusivity = differentiation. This is a key point to understand. Apple has always remained differentiated in the market on the back of what they offer that no one else can. Apple’s management likes to call...

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Ben Bajarin / February 16th, 2017

Smartphone Brand Repurchase Intention

As I’ve said before, the global smartphone sales race is establishing the global consumer tech brands to fuel the next decade. When we talked about global consumer technology brands in the past, companies like Samsung,...

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Ben Bajarin / February 13th, 2017

Has Apple Missed the Voice-Controlled Hub Revolution?

By now, most have either heard of Amazon’s Echo or Google’s Home hub that uses voice as the means to get answers to questions, set alarms, play music or be used as a control center...

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Tim Bajarin / February 2nd, 2017

Juicy Takeaways on Apple Post Earnings

Don’t Count Us Out In Smarthome All of Tim Cook’s commentary during his opening statements was a shot at Amazon’s Echo and Google Home. In case you missed it, here it is in full. “The...

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Ben Bajarin / February 1st, 2017

Apple vs. Qualcomm

I had been waiting to comment on this until I got to the bottom of a few things. Qualcomm’s earnings call yesterday helped bring some clarity to the situation. All in all, I can’t help...

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Ben Bajarin / January 26th, 2017
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Why Trying to Upstage Apple Could Backfire

Last Sunday, Samsung held a press conference to share why some units of the Galaxy Note 7 caught fire and caused real damage to their phones and their reputation. Although the reason is clearly a...

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Tim Bajarin / January 25th, 2017

Evaluating the iPhone’s Impact

This week marks the ten year anniversary of the announcement of the iPhone by Steve Jobs. There’s understandably been lots of reminiscing about the launch event itself, some of it rueful in relation to more...

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Jan Dawson / January 10th, 2017

The Challenges and Opportunities for Apple in 2017

As we head into the new year, I want to embark on a series of posts outlining the key opportunities and challenges facing some of the big names in tech. I’ll continue this over the...

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Ben Bajarin / January 9th, 2017
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Why Apple Needs to take Aim at Their Core Customers

On the second day Steve Jobs came back to lead Apple in 1997, I had a chance to meet with him and ask how he planned to revive and save Apple. Apple was $1 billion...

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Tim Bajarin / November 30th, 2016

Reflections from a Day with Microsoft and a Day with Apple

Getting Thing Done vs. Doing New Things – by Ben Bajarin My friend Benedict Evans had a great post a while back where he outlined how, when a technology is toward the end of its...

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Ben Bajarin / October 28th, 2016

Could AR be Apple’s Next Big Thing?

In August, I wrote a piece suggesting Apple did not have any VR products that could hit the market any time soon. Since then, Apple CEO Tim Cook has gone on record stating AR seems...

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Tim Bajarin / October 27th, 2016
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Context for Microsoft and Apple’s Events

This week will see PC-centric events from both Microsoft and Apple, with Microsoft launching its latest Surface devices on Wednesday and Apple updating its Mac line on Thursday. As such, it’s interesting to think about...

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Jan Dawson / October 25th, 2016
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Weekly Stat: Top Brands Fueling iPhone Gains

Last week, we completed our fall smartphone market study and came away with a pretty clear picture of the market and confidence outlook for the next year. You can read the top level results at...

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Ben Bajarin / October 17th, 2016

Could Apple Bring OLED to the Masses?

I have recently been testing the new Lenovo Yoga with its brilliant OLED screen. If you have not seen a laptop with an OLED display, try and do so as it is a game changer...

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Tim Bajarin / October 12th, 2016

Google’s Potential Strategic Blunder with Pixel

A few posts came out yesterday that provided greater clarity on Google’s ambitions with Pixel and how those ambitions may impact the overall Android ecosystem. First, an interview with Hiroshi Lockheimer came out yesterday where...

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Ben Bajarin / October 6th, 2016

Reading Project Titan’s Tea Leaves

Immediately after rumors reported Apple had laid off a group of people involved with project Titan, I received calls from media who took this to mean project Titan is dead and Apple is no longer...

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Tim Bajarin / September 19th, 2016
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New York store

Apple and the Bar By Which All Tech is Measured

During Apple’s iPhone 7 unveiling, executives made a statement that got me thinking. They said from the stage that the iPhone is the device by which all others are measured. It is not hard to...

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Ben Bajarin / September 15th, 2016

Contrasting Apple and Alphabet’s Approaches to Healthcare

A little while ago, I wrote a post on tech companies’ efforts in the education sector and how I felt they were lacking (I subsequently wrote a follow-up post about Apple’s Swift Playgrounds app being a...

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Jan Dawson / September 13th, 2016

Unpacked: Minimal Headphone Jack Impact and Interest in Wireless Headphones

I’m certain many of our readers will agree that the media is blowing the perceived negative consumer sentiment about Apple’s removal of the headphone jack way out of proportion. In reality, this move will have...

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Ben Bajarin / September 12th, 2016

Unpacked for Friday September 9th, 2016

Apple Music Numbers Show Continued Rapid Growth – by Jan Dawson One of the numbers mentioned in Tim Cook’s “Updates” section at the beginning of this week’s Apple keynote, which may well have been missed...

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Carolina Milanesi / September 9th, 2016

Will the Next iPhone’s Jumpstart a New Super Cycle of iPhone Sales?

Over the last two quarters, Apple suffered the first downturn in iPhone sales and caused quite a stir in the financial community. Some financials analysts said iPhone sales had peaked. Others predicted sales would be...

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Tim Bajarin / September 7th, 2016
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