imergingenious

I think demand for the iPhone 8 is going to be very soft. It's a very minor upgrade from the 7, so a lot of people with 6S or 7 will not feel compelled to upgrade, and the iPhone X will pull all of the demand from the early adopter and more affluent demographics (Apple's traditional core demographics). Apple made a pretty serious strategic error by not investing more heavily in OLED production lines and going pretty much all in with iPhone X for new models. They will not be able to come close to meeting the enormous demand for the iPhone X (even at $1000) and will have relatively overall low sell-through numbers this Christmas quarter. Revenue will be somewhat offset by the higher ASP due to iPhone X price, but will still drop to some extent. The iPhone X story will look like the AirPods story played on a larger scale: everyone loves them and it will take at least a year to catch up with demand.

7 billion is mostly licensed content. How much are they going to spend on original? 2 billion? Think about how many shows and movies Netflix produces; if they are doing that with 1 - 3 billion, then a 1 billion outlay by Apple just to get started in the game is pretty serious.

If it's thicker and more fragile, it better be for true wireless charging and not just Qi inductive charging. On the other hand, the positive side of having an all glass phone is that it's less slippery compared to all aluminum.

They should be putting their focus on developing and integrating features that are genuinely useful and that no other phone has; inductive charging has been around for YEARS and no one cares about it because it charges slower and still requires a cable reaching the phone to charge.

People who think faceID can't replace touchID just aren't using their imagination. If you are looking at your phone to do something, It can be looking back at you. A face mask is just the same thing as gloves; either take it off or use a password.

In other news, employee gets in trouble for getting caught on video doing something against company policy; claims it's a misunderstanding and never happened.