AAPL - Apple Inc.

[innerscorecard]

Also, you can always add battery life through third party add-one, which Apple supports through MFI. You cannot make a phone thinner than it is after you buy it.

[DCG]

Also, you can always add battery life through third party add-one, which Apple supports through MFI.

 

 

What are you referring to?

[TheAiGuy]

If people hate the battery life, Apple can change it for the next model. Apple did go through a period of time (I want to say around 2010-12? I don't remember the dates) when they went from about 2-3hrs on their laptops to 8ish. So it's not like Apple doesn't know people care about battery life.

 

But they don't, so I'm guessing most people don't really care. Or that they don't care about it as much as the ability to hold the phone in one hand for long periods of time, or other feature. Kind of a made up story.

[adesigar]

Also, you can always add battery life through third party add-one, which Apple supports through MFI.

 

 

What are you referring to?

 

Apples's Made for ipod/iPhone/ipad program I believe.

It allows for cases that include extra battery power built into the case. Like Mophie juice packs.

http://www.mophie.com/shop/juice-pack-plus-iphone-6

[innerscorecard]

That's right. Or simply battery packs that you use to charge your phone.

 

Personally, I find that even my old iPhone 5 has sufficient power for everyday use, since I can charge at the office. It's vacations and other extended trips away from an office or my home, which don't happen *that* much, which really tax my battery life.

[Viking]

T-Mobile CEO says iPhone 6s preorders up 30 percent over iPhone 6

 

http://appleinsider.com/articles/15/09/23/t-mobile-ceo-says-iphone-6s-preorders-up-30-percent-over-iphone-6

 

In the short term (especially launch weekend) what Apple sells will be driven by what they can supply, NOT demand. They sell everything they can product at launch weekend.  My guess is Apple has produced more iPhones this year than last year (for launch weekend) and therefore sales over the initial weekend should show nice growth. This should also help Sept quarter results hit the high end of Apple's guidance. Last year Apple was supply constrained right through to the new year (if memory serves me correct). I would expect that Apple will be able to produce more units in the October-December quarter this year which should also lead to growth in iPhone unit sales.

 

My point is I think SUPPLY is the key factor driving iPhone sales for the remainder of 2015. I think supply will be higher this year than last so Apple will sell more. As we enter 2016 DEMAND will become a much more important factor. Most analysts are expecting low single digit increase in iPhone sales in fiscal 2016. TMobile says preorder sales are up 30% year over year. We need more data points but a few more like TMobiles will be very good for Apple iPhone sales (and its stock price).

[rkbabang]

That's right. Or simply battery packs that you use to charge your phone.

 

Personally, I find that even my old iPhone 5 has sufficient power for everyday use, since I can charge at the office. It's vacations and other extended trips away from an office or my home, which don't happen *that* much, which really tax my battery life.

 

I don't see battery life as a problem either.  Even with my dumb-phone I was plugging it in every night before bed and taking a charger with me if I traveled.  With my new (used but new to me) 5S I still have ~40% left at the end of the day the last few days and I've been using it a lot.  You could also use a car charger to charge while in the car, or as you mentioned, charge it in your office during the day (neither of which I've found to be necessary).  Apple would be making a mistake if they made their phones thicker or heavier just to increase battery life. 

[giofranchi]

Apple Releases iOS 9.0.1: A Major Bug Has Been Fixed In This Update

 

http://www.forbes.com/sites/amitchowdhry/2015/09/24/apple-ios-9-fix/?utm_campaign=Forbes&utm_source=TWITTER&utm_medium=social&utm_channel=Technology&linkId=17290290

 

Cheers,

 

Gio

[giofranchi]

The Apple iCar -- What Will It Look Like?

 

http://www.forbes.com/sites/sarwantsingh/2015/09/24/the-apple-icar-what-will-it-look-like/?utm_campaign=Forbes&utm_source=TWITTER&utm_medium=social&utm_channel=Business&linkId=17293867

 

Cheers,

 

Gio

[johnny]

I am really just delighted at how quickly and bigly this push to end subsidies is blowing up.

 

This morning, Sprint responded with a deal of its own: An iPhone 6s for as little as $1 a month, under its iPhone Forever lease program, with the trade-in of an iPhone 6. The price is slightly more — $10 a month — with the exchange of an older iPhone 5s.

 

...

 

“It didn’t take long for an industry trumpeting the lack of subsidies in phone payment plans to dive back in with even larger subsidies than before,” said BTIG telecom analyst Walter Piecyk, referring to the time when wireless carriers subsidized the cost of a phone by signing subscribers to two-year contracts.

 

http://recode.net/2015/09/24/apples-iphone-6s-at-center-of-latest-sprint-and-t-mobile-price-war/?utm_source=facebook&utm_medium=social

[giofranchi]

Apple's ad-blocking move causes big problems for retailers like Walmart

 

http://fortune.com/2015/09/24/apple-ad-blocking-retailer-walmart/?xid=soc_socialflow_twitter_FORTUNE

 

Cheers,

 

Gio

[giofranchi]

WeChat on iOS updated with 3D Touch for iPhone 6s, video calling rolled out on Windows

 

http://venturebeat.com/2015/09/25/wechat-on-ios-updated-with-3d-touch-for-iphone-6s-video-calling-rolled-out-on-windows/

 

Cheers,

 

Gio

[giofranchi]

China, business, healthcare… Lots of room for Apple to grow and innovate its iPhone and iPad products… At least until its products remain well ahead of whatever else the competition has to offer.

What am I missing here?

 

Cheers,

 

Gio

 

[intothebreach]

I know. I think Horace Dediu at Asymco got it right a few days ago when he postulated that Apple was still valued as a consumer electronics vendor (a la Best Buy and such), and got very little recognition for its ecosystem, for the stickiness of its customer relationships, or for its track record of home runs in new categories.

 

If you're interested in Apple, Asymco.com is a good place to hang around for some second level thinking by one of the best analysts following this space, in my opinion.

[Liberty]

"Looks like Apple made the iPhone water resistant and didn't tell anyone"

 

 

Via

 

 

[NewbieD]

"Looks like Apple made the iPhone water resistant and didn't tell anyone"

 

 

Via

 

Very nice! I was just talking waterproof phones yesterday - that it should be cheap to make it. A friend recently helped save 50 refugees, including his sister, whose boat sunk. His sister had the only phone working due to a plastic bag. Myself my son put my 5s in the bathtub.. this is good news indeed.

[Liberty]

They also apparently made the 6s feel a lot grippier than the 6, which was a pretty slippery beast. Another good improvement (though they no doubt made a lot of money from people buying cases for the 6 ;) ).

[giofranchi]

Here's How Apple Could Make A Killing In The Car Business

 

http://www.forbes.com/sites/joannmuller/2015/09/24/heres-how-apple-could-make-a-killing-in-the-car-business/

 

Cheers,

 

Gio

[giofranchi]

Apples Reports Record Sales of iPhone 6s and 6s Plus

 

http://recode.net/2015/09/28/apples-reports-record-sales-of-iphone-6s-and-6s-plus/

 

Cheers,

 

Gio

[Liberty]

[Guest Grey512]

Excellent. A core holding.

 

The size of the moat (superior user experience, eco-system network effects, and switching costs) and Apple's single-minded focus on growing that moat, are something to behold.

 

 

[DCG]

Loving the 6S so far. Not sure where they can go with iPhone 7, as tye 6/6s seems like the perfect form factor.

[innerscorecard]

Possible additions/changes to iPhone 7:

 

AMOLED screen (as with Apple Watch);

Better battery life OR thinner;

Elimination of the home button and reduction or elimination of the bezels;

Full official waterproofing;

No protruding camera lens and/or much better camera;

Sapphire screens;

Worldwide LTE bands (already getting closer with iPhone 6s, not quite there yet) - so dramatically less SKUs.

 

I'm sure there is a lot more. I think we're still very far yet from "good enough" in smartphones.

[TheAiGuy]

Possible additions/changes to iPhone 7:

 

AMOLED screen (as with Apple Watch);

Better battery life OR thinner;

Elimination of the home button and reduction or elimination of the bezels;

Full official waterproofing;

No protruding camera lens and/or much better camera;

Sapphire screens;

Worldwide LTE bands (already getting closer with iPhone 6s, not quite there yet) - so dramatically less SKUs.

 

I'm sure there is a lot more. I think we're still very far yet from "good enough" in smartphones.

 

So, they ~probably~ won't get rid of the protruding camera lens as that would make the camera worse.

Sapphire screens would make the phone heavier, so that's likely out as well.

 

 

Also, I'm pretty bullish on Apple but I would hesitate to make any inferences about what opening weekend sales mean. Those numbers are likely supply constrained, not demand constrained. That's probably been true in the past as well (the 6+ had long wait times last year), but during the rest of the cycle that's unlikely to be the case. We probably won't get meaningful numbers until they report Q1.

[awindenberger]

Loving the 6S so far. Not sure where they can go with iPhone 7, as tye 6/6s seems like the perfect form factor.

 

I actually prefer the form factor of the 5 and 5S. The 6 feels flimsy in comparison and also feels much easier to slip out of my hands.