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BofA survey points to strong iPhone refresh cyclesbofa apple upgrade cycle2 years ago
Published February 28, 2024 by Philip Elmer-DeWitt

BofA survey points to strong iPhone refresh cycles

"We believe the installed base is due for an upgrade and anticipate a strong refresh cycle to take place over the next two years as Generative AI features start to take hold on smartphones." — Analyst Wamsi Mohan

Read More BofA survey points to strong iPhone refresh cycles

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Talk about nauseated!apple cosmos coaster nauseated2 years ago
Published February 28, 2024 by Philip Elmer-DeWitt

Talk about nauseated!

A five-minute ride on the Cosmos Coaster VR gave me new respect for Apple Vision Pro.

Read More Talk about nauseated!

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Yahoo!Finance: What's special about Apple's MLS Season Pass (video)apple mls yahoo2 years ago
Published February 27, 2024 by Philip Elmer-DeWitt

Yahoo!Finance: What's special about Apple's MLS Season Pass (video)

"I'm excited to see what goes on the Vision Pro, from a sports perspective."

Read More Yahoo!Finance: What's special about Apple's MLS Season Pass (video)

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If going to San Francisco, be sure to wear a computer on your faceapple vision dance party2 years ago
Published February 27, 2024 by Philip Elmer-DeWitt

If going to San Francisco, be sure to wear a computer on your face

From Christina Campodonico's "Three weeks after debut, $3,500 Apple Vision Pros are already a techie party staple" posted Saturday by the San Francisco Standard.

Read More If going to San Francisco, be sure to wear a computer on your face

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Chinese line up for Apple Vision Pros look-seesapple china vision rentals2 years ago
Published February 27, 2024 by Philip Elmer-DeWitt

Chinese line up for Apple Vision Pros look-sees

Vision Space, a Beijing-based VR start-up, has several bricks-and-mortar stores that allow customers to try out the device for 98 yuan (US$13.60) an hour.

Read More Chinese line up for Apple Vision Pros look-sees

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Estimated bill of materials for Apple Vision Pro puts it at $1,542apple vision bill materials2 years ago
Published February 26, 2024 by Philip Elmer-DeWitt

Estimated bill of materials for Apple Vision Pro puts it at $1,542

"There are cost breakdowns around our products that are much different than the reality. I've never seen one that is anywhere close to being accurate." — Tim Cook in 2015

Read More Estimated bill of materials for Apple Vision Pro puts it at $1,542

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Look where they're selling Apple gogglesapple vision pro russia2 years ago
Published February 24, 2024 by Philip Elmer-DeWitt

Look where they're selling Apple goggles

From "Two years after Apple quit Russia over Ukraine, Vision Pros are for sale in Moscow" which aired Wednesday on CNBC.

Read More Look where they're selling Apple goggles

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Kara, Joanna, Nilay and Mark critique Apple's gogglesapple goggles kara swisher2 years ago
Published February 23, 2024 by Philip Elmer-DeWitt

Kara, Joanna, Nilay and Mark critique Apple's goggles

Swisher is a fan. Patel not so much. Stern is funny. Gurman is good.

Read More Kara, Joanna, Nilay and Mark critique Apple's goggles

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Dual megacycles: AI and mixed realityapple dual megacycles bajarin2 years ago
Published February 20, 2024 by Philip Elmer-DeWitt

Dual megacycles: AI and mixed reality

"When's the last time — if ever — we had a simultaneous cycle of compute demand?" — Creative Strategies' Ben Bajarin

Read More Dual megacycles: AI and mixed reality

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How long before Apple releases the next Vision?apple next vision contest2 years ago
Published February 20, 2024 by Philip Elmer-DeWitt

How long before Apple releases the next Vision?

Place your bets. (No cash reward for the winners, just bragging rights.)

Read More How long before Apple releases the next Vision?

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
  • Tommo.fyi
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