Waiting for Apple’s new iPhone — updated

Anticipation reached a fever pitch in Friday morning’s headlines.

A sampling:

My take: Can’t wait for some news to be committed.

UPDATE: Friday came and went without a new iPhone.

4 Comments

  1. David Emery said:
    So, if you were Tim Cook, would you release a new iPhone now, or wait for an economic recovery first?

    Advantages of ‘now’: Get some good news into the markets and consumer news. Provide a phone that is likely to be more affordable for those who have a sudden income drop. Keep the supply chain going.

    Advantages of ‘later’: Avoid a ‘sales flop’ with a phone that doesn’t sell like its predecessors (due to the burgeoning recession/depression). No stores or retail channels are open to sell and support the new device.

    I’m sure there are plenty other advantages/disadvantages to consider.

    0
    April 3, 2020
  2. Fred Stein said:
    Apple typically announces products on Tuesdays.

    0
    April 3, 2020
  3. Romeo A Esparrago Jr said:
    “ David Emery said:
    So, if you were Tim Cook, would you release a new iPhone now, or wait for an economic recovery first? “

    Not being Tim, of course, but as an Apple shareholder looking at past downturns, my personal opinion:
    Apple should stick to its planned roadmap schedule as much as possible, barring technical issues (e.g. power mat), or macro events that impact product development or supply chain. Especially in downturn macro events.

    Why?
    Competitive advantage.
    Apple’s reported war chest affords them continued forward momentum of R&D that other companies can’t match in times of financial crises.
    In my opinion, perceived lower forecast sales volume should not slow down the pace of releases that’s the ultimate output of R&D. It might /will slow down competitors that can’t afford to sustain their R&D budgets at the same funding levels during times of low sales/recession. But an opportunity that Apple can definitely afford. This is especially true in the case of Apple’s chip development, something I consider as a major Apple weapon of competitive strength. If anything, don’t slow that down!

    1
    April 4, 2020

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