Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/threads/apple-beyond-the-next-gadget.8343/
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2021770
            [XFI] => 1050270
        )

    [wordpress] => /var/www/html
)

Apple - beyond the next gadget

Hey - we all do it. Wait for the next widget that Apple's going to bring out, and if it isn't truly awe-inspiring, it's the beginning of the end for Apple. But we should know better. The market for smartphones (and iPads and watches...) is bounded. They have to keep building widgets of course, but serious growth maybe isn't going to come in that direction. Playing a bigger role in enterprise automation might. And while Apple is certainly not the first company or the only company moving into this space, they have the potential to be a very interesting player. Google and others may lead in bleeding-edge tech but I'd bet Apple will do a better job in the user experience, which is likely to drive mass-adoption.

Apple Proves Again That It’s Turning Into a Modern-Day IBM | WIRED
 
To me the news from yesterday was the Nike+ Watch and the end of luxirous apple watch.

Apple was unable to catch the wearable market, while they were in the best position toenter it. They lost a lot of market share in Q2 ( Basic Wearables Soar and Smart Wearables Stall as Worldwide Wearables Market Climbs 26.1% in the Second Quarter, According to IDC - prUS41718216 ) and they are not in position to come back, I believe because they don't have the fitness edge and they are not in the price range of this market(Nike+ is sold 370 to 400$...) - people are not buying an smartphone like tracker that discharge in 16h but something you wear for weeks.

Anyway this weird partnership with Nike ( no one reeally bought the Nike Wearable nor the Apple Watch, the combination of the 2 should work ?!) is a desperate bet to me.

I don't know what they can bring in the automotive market, they should just acquire Tesla at this point. but with Google is a better position, the partnership of Lyft Uber and carmakers plus the traditionnal BMW / Porsche etc ( that will be hard to beat like the swiss luxury watches... ) working on self driving-car ( and this is software at the end... ) makes Apple penetration of the market difficult.

Remain the smartphone, they sold 15% less iphone Q2 2016 than Q2 2015 ( Worldwide Smartphone Volumes Relatively Flat in Q2 2016 Marking the Second Straight Quarter Without Growth, According to IDC - prUS41636516 ) with limited market share in china ( 7.8%, 5th vendor ... vs 11.9% or 12.6Mu 1 year ago ) and India .
 
Apple is also in the business of renting us music, videos and movies through iTunes. So after we have all the devices that we need, then we start to fill our spare time with experiences, which should be a large market for Apple to pursue. Perhaps Apple will follow the example of HBO and Netflix, and start to produce their own movies and series.

The video on demand (VOD) market was $25.3 Billion in 2014 and projected to grow to $61.4 Billion by 2019, so Apple can make a bigger play in this realm, perhaps acquiring a few of the other players to get a jump start.

http://www.streamingmedia.com/PressRelease/Video-on-Demand-(VOD)-Market-Worth-$61.40-Billion-by-2019_37796.aspx
 
This is an interesting pivot for the Apple Watch 2 from the luxury market to the fitness market. My quote a couple weeks ago:

There’s only one path for Apple to get it right and make that first assumption true with an upcoming release: get out of luxury mode and chop the price.

I don't think they chopped the price nearly enough, especially to compete with the likes of FitBit and Garmin. It exposes the difficulty in making their own parts cheaply enough when they don't hit their inflated volume curves. (I know, price is market driven, cost is engineering/manufacturing driven, but the lessons of wrapping dollar bills around early Macs probably still stings.)

And, to simoncc's other comment, Apple suddenly appears to be bailing out on autonomous car efforts just months after ramping up staffing with some pretty high profile people.

Apple fires dozens of Project Titan employees as autonomous car initiative shifts to underlying tech
 
Back
Top