twolf2919

I guess the CT scan didn't venture further "south" to reveal the glory of the battery dongle - the epitome of Apple design prowess?

The author didn't really make a case at all.  I still don't know how how the AVP is supposed to be similar to the AW.   In the case of AW, Apple merely changed the "positioning" - i.e. the marketing - of the watch.  But the watch always had a decent price point and a decent set of hardware features that were well integrated with the iPhone.  The AVP needs way more than a change of marketing to succeed.   First and foremost, it needs to cost 1/3 of what it goes for now.  It needs to lose that atrocious battery appendage and chord.  It needs to let its wearer blend into the crowd rather than make them look like complete dorks.  In other words, it needs to become something completely different to become a mass market (and business) success for Apple- the AR glasses Tim Cook originally promised 3-4 years ago!  Or the AVP will always remain a niche product.

Small correction: 'There are clear frontrunners for the biggest job in tech" - isn't that the Microsoft CEO position?  Apple's market cap is $2.6T and Microsoft's is $2.9T.  Apple lost the crown a few weeks back.

MplsP said:

kmarei said:

"the iPhone 16 not being a compelling upgrade"

so pretty much the same as iphone 12, 13, 14, 15 etc?
unless you really care about how many cameras on the back?

royboy said:

Most people don’t buy or not buy a cellphone based gloom & doom reports.  Most buy a cellphone when they need a new cellphone.  So gloom & doom reports be damned!

Smartphones are a largely mature product at this point. Yes there are tweaks to the cameras and every year Apple comes out with some new color (with the obligatory pause during the unveiling for the audience to clap obligatorily,) but as @kmarei said, there haven't been many significant changes in the last few years. On top of that, one of the benefits of iPhones is that they are durable and have a long useful life. I would be shocked if the people at Apple aren't already well aware of this and planning accordingly. It appears Ming-Chi Kuo is the last to know?

It's not a matter of whether Apple or Kuo are aware of it, it's a matter of whether AAPL investors are aware of it.  Apple stock is priced near all-time highs right now - despite the fact that iiPhone sales growth has all but disappeared and even going down in Apple's biggest market, China.  Combine this with geopolitical problems and you can see why the stop will drop.

xyzzy-xxx said:

If the iPhone 16 Pro would get the telephoto camera of the iPhone 15 Pro Max (or even better), I am sure Apple will sell a lot of iPhone 16 Pro.

I think most iPhone Pros sold are Max models - especially in Apple's biggest market, China.  So unless the 16 Pro Max has a significantly better camera, I'd agree with Kuo that the 16 isn't a compelling upgrade.