Richard Gayle on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'Remember these groups are having to overcome the years Dye was in charge. New leaders and new members. He was put in charge of them and likely has been transitioning them into the full Apple culture. Or his view of the culture. I wonder how much he had input into the final Duo design? Apple is releasing a lot of new hardware so I am glad the hardware guy is more hands on here. These releases will be harbingers of Apple’s future so better make them something he can support. Being hands on is a good thing.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'This is awesome to hear. I often felt Apple had degrees of shipping paralysis and fuzzy use cases under Tim Cook. This could explain some of that. I never understood how HomePod and Vision Pro would have been released under Steve Jobs. Still not completely sure of their purpose(s). With this new approach, Ternus, Apple, consumers, and shareholders could benefit from real-time feedback, a reduction in rework/redesign, and maintaining release momentum. There’s probably also a return to some degree of psychological cultural safety that exited with Jobs. That is, a firsthand account that projects maintain accuracy and use case, while understanding and helping with any potential constraints. There’s probably many differing opinions, but this is incredibly exciting, at least for me.'
on This week's Apple trading strategies (10/5-10/9/26) - 'Apple ended Friday trading at $333.69. This is a price range first reached in the latter half of July. The shares are up 22.75% year-to-date and up nearly 30% over the past 12 months. Over the same periods the NASDAQ Composite is up 16.99% year-to-date and 19.03% over the past twelve months. The S&P 500 is up 12.81% year-to-date and has gained 15% even over the past 12 months. Apple has outperformed both major indexes over those two periods.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - '‘Visiting several times a day’ sounds disruptive. In my design practice we had a 3hour morning slot where we discouraged interaction so that you could immerse yourself in the problem. Every conversation, every meeting is a break in concentration. Clearly the design problems they are tackling at Apple are complex and require deep uninterrupted thought. …but I think it’s great that there is renewed interest in the ID department.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'So – if the company owner stays out of the workers’ hair (stays in the break room) more work gets done? 🙂'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'When I had my little 20 something person company I used to hang out in the break room a lot (large enough to accommodate 100+ people). After about 2 or 3 months I noticed that people spent less time there. I also noticed that productivity went up.'
on Last stop in France: Bordeaux - '@Gregg Not disputing your point, it seems that the Duo is the first step into a new class of products. As Apple gains experience with the design and experience of folding devices we may see more products, more easily made and at better prices with better reliability. I stopped at an Apple Store this morning to confirm that the Duo will be in the Apple stores October 23. The person I spoke with said interest was running high and they expected heavy crowds around that time as people want to come in and touch them and get a look. All that foot traffic will likely drive sales of other products.'
on Last stop in France: Bordeaux - 'Posted by WSJ October 1, 2026, may be paywalled. https://www.wsj.com/business/telecom/apples-biggest-battleground-for-foldable-phones-is-china-a15b9663 Apple’s Biggest Battleground for Foldable Phones Is China Huawei and other Chinese competitors reported higher demand for foldables after announcement of iPhone Duo By Hannah Miao Demand for some foldable phones in China is surging, even before Apple’s new foldable iPhone Duo arrives. That suggests an opportunity for Apple to expand what has been a niche category—if it can overcome competition from Chinese brands. Winning over China is key to Apple’s fortunes. The country makes up more than a third of global folding smartphone sales and is the largest single market for foldables, according to research firm Counterpoint Research. Chinese company Huawei is currently the market leader in China, both for foldables and smartphones generally. Huawei released its first folding smartphone in 2019. Other Chinese brands, including Xiaomi, Vivo, Oppo and Honor, have been selling foldables for years. After Apple announced its first foldable iPhone in early September, sales during the following four days of Huawei’s Pura X Max—which has similar dimensions to the Duo—grew about 77% from the same period a week earlier, according to Huawei. More than 1.4 million units of the Pura X Max have been sold since its release in April, according to Huawei. Xiaomi’s 18 Fold, another passport-size folding phone, notched record first-week sales for the company’s foldables after its release in early September, a representative said. Richard Yu, chairman of Huawei’s consumer business, said the company has invested heavily to make breakthroughs in screen reliability and camera quality for its foldables. “I know how hard-earned these achievements were, which is why we are a leader in this business,” said Yu. Apple didn’t respond to a request for comment. Foldables are still a relatively niche product, making up roughly 4% of smartphone sales in China and about 2% globally, according to Counterpoint. They can be fragile, and it is harder to put a good camera on a folding smartphone. Still, brands hope foldables can attract higher-end customers. Huawei’s Pura X Max starts at the equivalent of more than $1,600. It also has been selling trifolding smartphones that unfurl twice, like a pamphlet. Huawei’s second-generation trifold, called the Mate XT2, released in early September, starts at nearly $3,000. The iPhone Duo starts at $1,999 in the U.S. and 15,999 yuan in China, equivalent to nearly $2,400. Apple has said consumers in the U.S., China and many other countries will be able to preorder the iPhone Duo on Oct. 16, and it will be available a week later… …Despite Apple’s late entry into the market, Counterpoint projects the company will sell up to six million foldable iPhones this year and take a quarter of the global foldables market. The firm predicts Apple will beat out Huawei’s 22% global market share. Foldable pioneer Samsung, which has only a small presence in China, is expected to maintain its lead with a 38% global share in foldables, according to Counterpoint. Huawei is effectively barred from selling its products in the U.S. It has been blacklisted by the U.S. government since 2019 and is effectively blocked from using American technology. The company has gotten around these U.S. barriers by developing its own chips and operating systems. Its latest lineup of smartphones, the Mate 90 Series, released Thursday, uses technology to layer circuits within a single chip, aiming to boost computing power despite lacking access to cutting-edge machinery. The global shortage of memory chips has pushed up smartphone prices. Sun Lei, a 50-year-old Huawei customer, said he was interested in buying the Mate XT2 trifold phone: “The only thing holding me back right now is money.”'
on Premarket: Apple is green - 'Bart: Thank you for all of this detailed information. You are so generous with your time in sharing it. You do it often. And it is greatly appreciated!'
