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Munster, Siegler, Agreda talk iWatch, iTVs, and Apple's 'groove'

post #1 of 73
Thread Starter 
The recent media trend of negative news on Apple is just a phase that will pass according to analyst Gene Munster and pundit MG Siegler, both of whom agree that the coming months will see Apple getting its groove back with a refresh in its product lines, as well as perhaps some new products.

iMacs


Siegler and Munster spoke on a panel along with TUAW's editor-in-chief, Victor Agreda, with all parties agreeing that Apple's sales figures fly in the face of the negative coverage the company has been receiving of late. Part of the problem, Siegler contended, was the considerable success the company has achieved over the past few years.

"I'd say it's mostly a media-driven anomaly right now," Siegler said of the current perception of Apple. "There's definitely some truth to the idea of, you know, success: You're as high as you can go. Where can you go from there?"

Munster backed up Siegler's assertion, saying that a lull in Apple product releases, in combination with a shakeup in the company's corporate structure, may give the impression that the iPhone maker is in trouble.

"I think it's a cycle," Munster said. "They had an abnormally large amount of products that were released at the end of the year. So I do think that that, mixed with the executive shakeup, is changing way that their products are released."

All three panelists agreed that Apple must move to address the low-cost smartphone market in order to continue growing. Munster was upbeat on Apple's chances going forward.

"I think the international markets, the lower-cost markets," Munster said, "are the biggest reason to be excited about Apple over the next few years. They can't continue to expand like this with their current prices. Two hundred dollars in a lot of markets is a ton of money, and I think Apple historically hasn't been very sensitive to that, but they're waking up to that fact."

Munster also went on to discuss the long-rumored Apple TV, saying that checks with his sources, in addition to Apple executive comments, made him certain that the company is working on such a device. The Piper Jaffray analyst said that talks with persons close to Apple lead him to believe that the company is building a television, but that it's simply a question of when it may be released. Asked to hazard a guess, Munster provided a movable target.

"We think it's six months after the App Store comes to Apple TV," Munster said. "Our best guess is that it's late this year. We don't have it in our model right now, but we think it will be announced by the end of this year."

Munster cited a survey conducted by Piper Jaffray, in which respondents were asked if they would purchase an Apple TV. According to Munster, about 50 percent of respondents said they would be interested in buying such a device. When asked if they would still be interested in such a device at a $1,500 price point, that number dropped to 12 percent. Still, Munster holds, the fact that so many were interested in the hypothetical device bodes well for Apple.

The rumored iWatch, which recently drew attention away from a possible Apple TV, was also seen as an area of interest. The commentators agreed that wearable computing could represent a significant area of expansion for the Cupertino company, and even a long-term replacement for the iPhone; Apple, though, would have to solve the battery problem before such a device could replace its best-selling product.
post #2 of 73

So three people that know nothing whatsoever about a company's internal workings or future products get to talk about them, publicly, and have their opinions (again, based on zero actual information) taken as fact.

 

Oh, and they don't get sued or go to prison or even fined for this. 

 

Great.

post #3 of 73
"The Piper Jaffray analyst said that talks with persons close to Apple lead him to believe that the company is building a television"

Yeah, they are building a television.
What they're NOT building is a television screen. Nobody wants, or needs a "screen" (I have 7 of them from 13" to 50".
post #4 of 73
If they were to knowingly convey actual information about future Apple products, that's when they would get in trouble.
post #5 of 73
What "getting it's groove back"? Apple is making money hand over fist. The pummeling of Apple's stock is wholly created by goons like Munster and institutional shorts.

Proud AAPL stock owner.

 

GOA

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Proud AAPL stock owner.

 

GOA

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post #6 of 73
Originally Posted by isaidso View Post
Yeah, they are building a television.
What they're NOT building is a television screen. Nobody wants, or needs a "screen" (I have 7 of them from 13" to 50".

 

Intriguing. Apple would be the company to redefine the industry on both ends by completely change the definition of the name…

 

Redefine "television" as hardware while redefining "television" as "no longer package content"… 

 

Shame my dreams are more idealistic than reality would ever be.

post #7 of 73
Quote:
Originally Posted by Tallest Skil View Post

So three people that know nothing whatsoever about a company's internal workings or future products get to talk about them, publicly, and have their opinions (again, based on zero actual information) taken as fact.

 

Oh, and they don't get sued or go to prison or even fined for this. 

 

Great.

 

You know what they say, "Opinions are like ********... everyone has one." I guess having an opinion just isn't enough to get fined or imprisoned.

Proud AAPL stock owner.

 

GOA

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GOA

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post #8 of 73
Originally Posted by SpamSandwich View Post
You know what they say, "Opinions are like ********... everyone has one." I guess having an opinion just isn't enough to get fined or imprisoned.

 

When the opinion can drum up a fantasy product that loses a company 100 billion when it doesn't (nor was it ever going to) exist, I think there should be at least some sort of accountability. The Amish system really doesn't work on that level… 

post #9 of 73

If Gene Munster, agrees with the assertions being made, we are all better off betting against it.

Munsters track record is so poor that it speaks for itself. Enough said!!

post #10 of 73
I don't think an Apple TV set is in the cards. Lots of people have tvs already and thise last 10-15 years. Now a AppleTV App Store looks promising.

Enough with a new low cost iPhone. The 4 will probably be altered with lightning and will be that low cost phone when the 5S/6 is released.
post #11 of 73
I can see how Apple's in a severe slump. The new stuff they might otherwise have released in the first part of the year they released early--late last year--and now they're floundering with only 70% of phone profits, the top 2 best-selling smartphones, the best-selling tablets both large and small, massive mindshare and developer support, a healthy PC business other companies would kill to have, and the only music and media store with widespread international reach.

Apple released groundbreaking products (slammed by the media each and every time) every few years under Steve Jobs. But now that kind of "big shocking ad-baiting media bombshell" HAS to happen every few months... for some reason. And Apple can't have a mix of small and large successes, they have to have ONLY large ones. Other companies can be ground breaking with nothing but a bullet-list, a marketing department and a photocopier, but Apple can't survive without releasing, at the very least, a time machine. Yesterday.

Lots of insanity. I'm not sure I agree that the insanity will pass... but I'm sure Apple won't! Not in the foreseeable years ahead.
post #12 of 73
Quote:
Originally Posted by nagromme View Post

I can see how Apple's in a severe slump. The new stuff they might otherwise have released in the first part of the year they released early--late last year--and now they're floundering with only 70% of phone profits, the top 2 best-selling smartphones, the best-selling tablets both large and small, massive mindshare and developer support, a healthy PC business other companies would kill to have, and the only music and media store with widespread international reach.

Apple released groundbreaking products (slammed by the media each and every time) every few years under Steve Jobs. But now that kind of "big shocking ad-baiting media bombshell" HAS to happen every few months... for some reason. And Apple can't have a mix of small and large successes, they have to have ONLY large ones. Other companies can be ground breaking with nothing but a bullet-list, a marketing department and a photocopier, but Apple can't survive without releasing, at the very least, a time machine. Yesterday.

Lots of insanity. I'm not sure I agree that the insanity will pass... but I'm sure Apple won't! Not in the foreseeable years ahead.

Well, if they had a time machine for real, they actually could release it yesterday.

post #13 of 73
"Apple is Doomed".

(I abbreviated that for you)
Pot is legal in North Korea.
That explains a considerable amount.

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Pot is legal in North Korea.
That explains a considerable amount.

"The United States will respond proportionally at a place and time we choose..."
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post #14 of 73
I agree Apple is doomed. The iWatch IS the low cost iPhone. The iPanel TV is a 4K retinaTV with app store subscription model. (If it ever happens.) Oh, and then they're going to release a special edition low cost iPhone that looks like a Startrek communicator, with siri too! I just hope they don't try to make the robot from Rocky 3. With a little creativity anyone can predict the future of Apple Products. Apple, I'll be waiting for that job offer in the creativity dept.
post #15 of 73

How on earth would a watch replace a touch-phone? [doh!]

 

The thing about a watch is that it's always 'at hand' (!); the thing about a phone is that it's always in your trouser pocket, which isn't a good arrangement if you're driving etc. So the watch becomes a device for accessing the iPhone, a telemeter, a channel-changer for the telly and/or iTunes, a reminder / time piece, a GPS compass for walking etc. Make it compellingly simple and easy-to-use and they will sell more iPhones, iPads, iPods, etc.., not less.  

post #16 of 73
Quote:
Originally Posted by Tallest Skil View Post

So three people that know nothing whatsoever about a company's internal workings or future products get to talk about them, publicly, and have their opinions (again, based on zero actual information) taken as fact.

 

Oh, and they don't get sued or go to prison or even fined for this. 

 

Great.

Well Apple doesn't send anyone to these kinds of events so they get other people to talk about Apple instead.

post #17 of 73
Quote:
Originally Posted by enzos View Post

How on earth would a watch replace a touch-phone? [doh!]

The thing about a watch is that it's always 'at hand' (!); the thing about a phone is that it's always in your trouser pocket, which isn't a good arrangement if you're driving etc. So the watch becomes a device for accessing the iPhone, a telemeter, a channel-changer for the telly and/or iTunes, a reminder / time piece, a GPS compass for walking etc. Make it compellingly simple and easy-to-use and they will sell more iPhones, iPads, iPods, etc.., not less.  

Great! Now Apple is going call you instead of me. What was thinking I thinking??
post #18 of 73
Quote:
Originally Posted by isaidso View Post

"The Piper Jaffray analyst said that talks with persons close to Apple lead him to believe that the company is building a television"

Yeah, they are building a television.
What they're NOT building is a television screen. Nobody wants, or needs a "screen" (I have 7 of them from 13" to 50".

Hmm...you work at Apple and know their product plans?  

post #19 of 73
Originally Posted by Rogifan View Post
Well Apple doesn't send anyone to these kinds of events so they get other people to talk about Apple instead.

 

Do they? These guys are sanctioned by the most secretive company in the industry to talk about future products?

post #20 of 73
When they say a low cost model, what price range are they referring to? And how would that be smart for Apple?

Apple typically does not go after the low priced products market place. For instance, Apple has never sold a $500 laptop. I don't think they are interested in that market. The least expensive desktop is $600 for a Mac Mini, but that's about as inexpensive as they've reached.

Apple has still not sold their products through as many markets as Android phones. Apple doesn't sell in as many countries or as many carriers. They can only make so many phones per day and if they are maxed out in terms of how many phones they can make in a day, they need to have more assembly plants and they have to be able to get enough components to make them.

Now, what does Apple really need to do in order to not only increase Gross and Net Revenue and keep consistent profit margins? They need to make more of the higher end products. Well, First, they need to make a larger iPhone to attract those that are buying the 4.5inch and larger screen sized phones. They would probably increase the number of units because they might sell 30 or so Million of those a year in addition to what they are currently selling.

In addition, if they opened up China Mobile, that would basically almost double their sales demand. But do they have enough people and can they get enough components to make enough product to meet demand?

Look at companies such as Mercedes Benz. Are there any "low cost" Mercedes Benz that compete against the Ford Focus/Fiesta or Honda Civic models? NOPE. Their cheapest models are A class and B Class and they might start in the mid-20K price range. Hardly cars that sell for the $15K to $19K price range. Yeah, Mercedes Benz owns the Smart cars, but those are selling to those that want those micro small cars, but those things start at $13K and actually get up to $20K once you add options. But those aren't marketed under the Mercedes Benz name.

I think the cheapest phone Apple would make would be something that's maybe $350 for an unlocked phone, but I don't think Apple is going to go after the $99 for an unlocked phone. I don't know how those companies can make any money from a phone that retails for $99 for an unlocked model. Not unless they get a percentage of the cell service, which i highly doubt they are.

If you look at year to year sales, Apple is already still in growth mode. All I see Apple really needing to do is upgrade their Top of Line models and bring out at least 3 different screen sizes. and then drop the prices when they get replaced with the next model year product.
post #21 of 73

Apple is probably studying how to copy the Samsung new phone. They better release a bigger screen phone and a more affordable, otherwise companies like Huawei, Lenovo and ZTE will take market share away as they did in 2012 in a big way.

post #22 of 73
Quote:
Originally Posted by SpamSandwich View Post

What "getting it's groove back"?

The love of the media, perhaps. 

post #23 of 73
Quote:
Originally Posted by Tallest Skil View Post

 

Do they? These guys are sanctioned by the most secretive company in the industry to talk about future products?

I think what he meant is Apple wouldn't send anyone to an event like this, so these guys got invited instead. 

post #24 of 73
Quote:
Originally Posted by peter236 View Post

Apple is probably studying how to copy the Samsung new phone. They better release a bigger screen phone and a more affordable, otherwise companies like Huawei, Lenovo and ZTE will take market share away as they did in 2012 in a big way.

Can you show me the market share that Huawei, Lenovo and ZTE pulled from Apple in 2012 because of a larger phone display?

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post #25 of 73
Quote:
Originally Posted by peter236 View Post

Apple is probably studying how to copy the Samsung new phone. They better release a bigger screen phone and a more affordable, otherwise companies like Huawei, Lenovo and ZTE will take market share away as they did in 2012 in a big way.

While Apple will probably release a 5" iPhone, they don't have to. The 4" iPhone is #1 and the 3.5" iPhone is #2. And Apple did sell a record number of iPhones.
post #26 of 73
Originally Posted by matrix07 View Post
I think what he meant is Apple wouldn't send anyone to an event like this, so these guys got invited instead. 

 

Ah, that makes sense.

post #27 of 73
Quote:
Originally Posted by jungmark View Post

While Apple will probably release a 5" iPhone, they don't have to. The 4" iPhone is #1 and the 3.5" iPhone is #2. And Apple did sell a record number of iPhones.

I don't know. I think the success of the really expensive and really large Galaxy Note has shown that there is a market for really large phone/tablet hybrids. They seem especially popular in the Asian markets, perhaps because of the nature of their written language or some other cultural-based preference. If they do, I think 4.94" will likely be the chosen size so hey can use the 1136x640 resolution with the 264 PPI of the iPad 4.

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post #28 of 73
Quote:
Originally Posted by jungmark View Post


While Apple will probably release a 5" iPhone, they don't have to. The 4" iPhone is #1 and the 3.5" iPhone is #2. And Apple did sell a record number of iPhones.

 


Samsung also sold a record number of phones, as did Huawei, Lenovo and ZTE etc. Apple's market share is shinking, so is the IOS ecosystem.

post #29 of 73
Quote:
Originally Posted by peter236 View Post



Samsung also sold a record number of phones, as did Huawei, Lenovo and ZTE etc. Apple's market share is shinking, so is the IOS ecosystem.

Have you got any figures to prove that the iOS ecosystem is shrinking?

And if all these companies are selling so many phones then how come Apple is raking in 70% of the profits? Could it be because the other companies sales are at the cheaper end of the market?
post #30 of 73
Quote:
Originally Posted by peter236 View Post

Samsung also sold a record number of phones, as did Huawei, Lenovo and ZTE etc. Apple's market share is shinking, so is the IOS ecosystem.

If what you claim is true you can post some figures. Show me yours and I'll show you mine but I guarantee that my iPhone numbers far exceed the Galaxy S III numbers which are the highest shipping high-end Android-based device on the market today.

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post #31 of 73
Apple must move to address the low-cost smartphone market in order to continue growing. Munster was upbeat on Apple's chances going forward.
Look at ipad mini , who will say it is good AFTER Apple released it ? When cheap iPhone comes , people will start to say about cannibation problem .
Fuxking the anal sist
post #32 of 73
Quote:
Originally Posted by SpamSandwich View Post

What "getting it's groove back"? Apple is making money hand over fist. The pummeling of Apple's stock is wholly created by goons like Munster and institutional shorts.

Apple is making a lot of money and released a ton of improved products between March and October 2012. But their execution isn't exactly sterling, and they haven't created big wave in a long time. I'm not a "sky is falling" type by any means - I realize that this is part of their normal product cycle (heck, 6 years between iPod and iPhone). 

If we're honest, let's take a look at some less-than-perfect Apple news over the past year:

-new Retail chief Josh Browett screwed up royally. He got sacked, and no one has replaced him

-iPad Minis have a great design but feature mostly iPad 2 specs

-iPhone 5 brings LTE (finally) and a slightly bigger screen, but leaves a big hole in the market for those who want a big-screen, tinkerer types, and developing markets

-iOS 6 is a more mature platform than Android, but is getting very stale in the UI department. Still stuck in an "iPod syncing" frame of reference; content it still too siloed. 

-OS X is still solid, but Mountain Lion was a fairly small upgrade. The last big feature upgrade was Leopard (2007), with Snow Leopard (2009) being the epitome of dependability and leanness. Since then it's been adding neat iOS-type features and getting slightly less reliable. 

-Apple used to easily trounce competitors in UI. Now they have made "skeuomorphism" a household word. 

-iCloud is great for contacts and calendars, but document sharing is extremely limited; general file storage is non-existent

-production of iMacs didn't really catch up to demand til February 2013

-iWork is still on version '09. Siri is still in "beta", whatever that means. 
-Maps was pushed out before it was polished to Apple standards. Realistically should have been an optional download for iOS 6 and replaced Google Maps in iOS 7.


Overall, I feel like Apple needs to pull back from its relentless "velvet handcuffs" approach. I think that if Apple can release some NEW products this year, that will certainly help. iOS needs some fresh blood, stat. Again, Apple is not doomed - but we are in a relative lull in product releases, especially when it comes to software & services. I have lots of hope since OS X is due for an upgrade, iOS can't possibly have another iOS 6-type release, and Jony Ive is taking a new look at interfaces. 

post #33 of 73
Quote:
Originally Posted by acslater017 View Post

Apple is making a lot of money and released a ton of improved products between March and October 2012. But their execution isn't exactly sterling, and they haven't created big wave in a long time. I'm not a "sky is falling" type by any means - I realize that this is part of their normal product cycle (heck, 6 years between iPod and iPhone). 


If we're honest, let's take a look at some less-than-perfect Apple news over the past year:
-new Retail chief Josh Browett screwed up royally. He got sacked, and no one has replaced him
-iPad Minis have a great design but feature mostly iPad 2 specs
-iPhone 5 brings LTE (finally) and a slightly bigger screen, but leaves a big hole in the market for those who want a big-screen, tinkerer types, and developing markets
-iOS 6 is a more mature platform than Android, but is getting very stale in the UI department. Still stuck in an "iPod syncing" frame of reference; content it still too siloed. 
-OS X is still solid, but Mountain Lion was a fairly small upgrade. The last big feature upgrade was Leopard (2007), with Snow Leopard (2009) being the epitome of dependability and leanness. Since then it's been adding neat iOS-type features and getting slightly less reliable. 
-Apple used to easily trounce competitors in UI. Now they have made "skeuomorphism" a household word. 
-iCloud is great for contacts and calendars, but document sharing is extremely limited; general file storage is non-existent
-production of iMacs didn't really catch up to demand til February 2013
-iWork is still on version '09. Siri is still in "beta", whatever that means. 

-Maps was pushed out before it was polished to Apple standards. Realistically should have been an optional download for iOS 6 and replaced Google Maps in iOS 7.


Overall, I feel like Apple needs to pull back from its relentless "velvet handcuffs" approach. I think that if Apple can release some NEW products this year, that will certainly help. iOS needs some fresh blood, stat. Again, Apple is not doomed - but we are in a relative lull in product releases, especially when it comes to software & services. I have lots of hope since OS X is due for an upgrade, iOS can't possibly have another iOS 6-type release, and Jony Ive is taking a new look at interfaces. 

A lot of what you say sound like anti-Apple talking points. I'm not sure what about Siri being beta is confusing or why iPhone 5 bringing LTE gets a finally as if power efficient LTE chips had existed previously. Let's remember that Apple doesn't have a history of adding something to its spec sheet so it can say "first!"

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post #34 of 73
Quote:
Originally Posted by acslater017 View Post


Overall, I feel like Apple needs to pull back from its relentless "velvet handcuffs" approach. I think that if Apple can release some NEW products this year, that will certainly help. iOS needs some fresh blood, stat. Again, Apple is not doomed - but we are in a relative lull in product releases, especially when it comes to software & services. I have lots of hope since OS X is due for an upgrade, iOS can't possibly have another iOS 6-type release, and Jony Ive is taking a new look at interfaces. 

http://news.yahoo.com/samsung-galaxy-4-just-boring-iphone-5-180404300--finance.html

"Although Apple’s detractors like to say the company isn’t innovating anymore, it’s hard to see how Samsung is much different."

 

 

Cheers

post #35 of 73
Quote:
EXPAND: ALL THE BIGGEST NEWS FROM SAN FRANCISCO

 

Seriously? Who blew their job on that head line?

post #36 of 73
Quote:
Originally Posted by acslater017 View Post

Apple is making a lot of money and released a ton of improved products between March and October 2012. But their execution isn't exactly sterling, and they haven't created big wave in a long time. I'm not a "sky is falling" type by any means - I realize that this is part of their normal product cycle (heck, 6 years between iPod and iPhone). 


If we're honest, let's take a look at some less-than-perfect Apple news over the past year:
-new Retail chief Josh Browett screwed up royally. He got sacked, and no one has replaced him
-iPad Minis have a great design but feature mostly iPad 2 specs
-iPhone 5 brings LTE (finally) and a slightly bigger screen, but leaves a big hole in the market for those who want a big-screen, tinkerer types, and developing markets
-iOS 6 is a more mature platform than Android, but is getting very stale in the UI department. Still stuck in an "iPod syncing" frame of reference; content it still too siloed. 
-OS X is still solid, but Mountain Lion was a fairly small upgrade. The last big feature upgrade was Leopard (2007), with Snow Leopard (2009) being the epitome of dependability and leanness. Since then it's been adding neat iOS-type features and getting slightly less reliable. 
-Apple used to easily trounce competitors in UI. Now they have made "skeuomorphism" a household word. 
-iCloud is great for contacts and calendars, but document sharing is extremely limited; general file storage is non-existent
-production of iMacs didn't really catch up to demand til February 2013
-iWork is still on version '09. Siri is still in "beta", whatever that means. 

-Maps was pushed out before it was polished to Apple standards. Realistically should have been an optional download for iOS 6 and replaced Google Maps in iOS 7.


Overall, I feel like Apple needs to pull back from its relentless "velvet handcuffs" approach. I think that if Apple can release some NEW products this year, that will certainly help. iOS needs some fresh blood, stat. Again, Apple is not doomed - but we are in a relative lull in product releases, especially when it comes to software & services. I have lots of hope since OS X is due for an upgrade, iOS can't possibly have another iOS 6-type release, and Jony Ive is taking a new look at interfaces. 

Fair enough, but most of the problems you mention (Browett getting sacked, 'stale' UI, iPad2 specs) are really operational issues or geek talking points that don't really concern Apple's core customer base. Again, you say Apple needs a bigger screen, and again Apple has the top two spots in US smartphone sales with devices a four inch screen and three and a half inch screen. This tells me that regular folk aren't as obsessed with large screens as some would have us believe.

Here's the thing; have you ever wondered why AppleInsider devotes about half its content to Samsung and Google? The problem is that the vast majority of Apple's customers do not hang around in forums talking about specs and screen sizes; they buy a phone then get on with their lives. This seems to be very different for the high end Android users who are a lot more concerned about the number of cores in their phone's processor and are happy to spend their lives online fighting about it. So when I see a complaints about screen sizes, stale UIs (because Apple's core customers are more concerned with ease of use, stability and conformity than being able to tweak every aspect of the phone's operation), lack of memory card slots, the inability to access the phone's file system etc. then I usually think, "Mate, you bought the wrong phone."

This is not to say that Android is any better or worse than iOS; they just serve different markets. I wouldn't expect Google to sacrifice versatility and customisation any more than I would expect Apple to sacrifice ease of use and security.
post #37 of 73

I completely disagree that Apple will release a product named iWatch. It won´t happen. "Watch" is too limiting. Bracelet maybe yes. iBand maybe. But not an iWatch.

 

Let´s be honest, IOS has some major advantages over Android/Samsung in terms of efficiency. No wonder iPhone 5 features a A6 with 1GHz and 1GB ram, while the G4 features a quad core 1.8GHz processor and 2GB ram. The big innovation for the next couple of years in mobile will not be in quad-core CPUs e.g the new G4 phone. But rather in the direction of the newly discovered processor in the Apple Tv3 which is a true single core A5 with an incredible power efficiency. 

 

People want big phones? Sure some probably do. But Android success is driven by the fact that they REQUIRE powerful CPUs and big batteries. This is way just about every decent android phone is 4.8"+

 

Apple both can and will use this to their advantage, expect to see smaller devices with amazing battery efficiency that can still deliver a decent experience. A bracelet with a 2.5"+ flexible glass screen will give you more than enough space for a decent battery can indeed be the next innovation from Apple. It won´t be a watch, but rather a siri controlled mini-computer with some decent sensors. This is exactly a type of thing that we all think we do not need now, but Apple knows differently. 

 

How can Android/Samsung copy this? It will take them years in both hardware and software to even remotely come close. 

 

Apple has released some really great products in the last year, but I am sure many will agree that they appear to be in a "quiet" mode with regards to expanding the ecosystem. This indicates to me that they are carefully planning/designing/developing new products that are already ready for primetime, but as long as the iPhone/iPad keep selling as well as they do, they might as well continue improving/adding without anyone else knowing it. By the time they feel ready to go to market, Samsung/Google/etc will be so far behind, it will take years for them to come up with something remotely close. 

 

Apple do not want to be in this zig-zag position with google/samsung over tiny features and improvements. They want to gather their strength, and wait as long as they can in order to really amaze us again. Publicly they are keeping up, barely staying ahead - but internally they are way ahead. 

 

I do not worry for Apple. I await in excitement for the next big thing coming out of Cupertino. 

post #38 of 73
Piper Jerkoff
post #39 of 73
Quote:
Originally Posted by minicapt View Post

http://news.yahoo.com/samsung-galaxy-4-just-boring-iphone-5-180404300--finance.html

"Although Apple’s detractors like to say the company isn’t innovating anymore, it’s hard to see how Samsung is much different."

 

 

Cheers

 

I have to agree with him; there just isn't much more you can do with a smartphone.

post #40 of 73
Quote:
Originally Posted by acslater017 View Post

Apple is making a lot of money and released a ton of improved products between March and October 2012. But their execution isn't exactly sterling, and they haven't created big wave in a long time. I'm not a "sky is falling" type by any means - I realize that this is part of their normal product cycle (heck, 6 years between iPod and iPhone). 

If we're honest, let's take a look at some less-than-perfect Apple news over the past year:

-new Retail chief Josh Browett screwed up royally. He got sacked, and no one has replaced him

-iPad Minis have a great design but feature mostly iPad 2 specs

-iPhone 5 brings LTE (finally) and a slightly bigger screen, but leaves a big hole in the market for those who want a big-screen, tinkerer types, and developing markets

-iOS 6 is a more mature platform than Android, but is getting very stale in the UI department. Still stuck in an "iPod syncing" frame of reference; content it still too siloed. 

-OS X is still solid, but Mountain Lion was a fairly small upgrade. The last big feature upgrade was Leopard (2007), with Snow Leopard (2009) being the epitome of dependability and leanness. Since then it's been adding neat iOS-type features and getting slightly less reliable. 

-Apple used to easily trounce competitors in UI. Now they have made "skeuomorphism" a household word. 

-iCloud is great for contacts and calendars, but document sharing is extremely limited; general file storage is non-existent

-production of iMacs didn't really catch up to demand til February 2013

-iWork is still on version '09. Siri is still in "beta", whatever that means. 
-Maps was pushed out before it was polished to Apple standards. Realistically should have been an optional download for iOS 6 and replaced Google Maps in iOS 7.


Overall, I feel like Apple needs to pull back from its relentless "velvet handcuffs" approach. I think that if Apple can release some NEW products this year, that will certainly help. iOS needs some fresh blood, stat. Again, Apple is not doomed - but we are in a relative lull in product releases, especially when it comes to software & services. I have lots of hope since OS X is due for an upgrade, iOS can't possibly have another iOS 6-type release, and Jony Ive is taking a new look at interfaces. 

I agree with most of this. Apple will be unstoppable if they can improve all of these this year, except for the bold part that I disagree whole-heartedly. Skeuomorphism is great. The problem is not with the look but how it functions. Make it function better. Don't change the look.

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