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Apple new product rumours and general news

theres no reason for it to pop anytime soon. competitors are still floundering trying to catch up and the iphone 5's on the horizon.. onwards..
 
That's insane.

So, when is this bubble going to pop?
Not for a while yet. Their design, manufacturing, advertising and retail machine is very well entrenched and powerful.
Long-term, Apple will need new products if it wants to continue this rate of growth. Not revisions of existing ones, but new, like the pod phone and pad were. That will be the real test of their "post-jobs" era.
 
In a report one of our guys sent round today, it said 90% of iPhone users will upgrade to the new iPhone... getting people hooked into the whole Apple Ecosystem (or whatever you call it) is what's probably working so well for them.
 
Not for a while yet. Their design, manufacturing, advertising and retail machine is very well entrenched and powerful.
Long-term, Apple will need new products if it wants to continue this rate of growth. Not revisions of existing ones, but new, like the pod phone and pad were. That will be the real test of their "post-jobs" era.

Yep, if he's left them enough worked up ideas for the next few years it'll be a decade before they seriously founder. By which time a new CEO might be ready (Scott Forester) to take over?
 
In a report one of our guys sent round today, it said 90% of iPhone users will upgrade to the new iPhone... getting people hooked into the whole Apple Ecosystem (or whatever you call it) is what's probably working so well for them.

Yup. My Mrs just upgraded to a 4S. Felt a little trapped by having to go for an iPhone to take advantage of everything she's bought through iTunes. It's very effective. They don't need to make the best hardware. They just need to keep it simple and keep iTunes locked down.
 
Yep, if he's left them enough worked up ideas for the next few years it'll be a decade before they seriously founder. By which time a new CEO might be ready (Scott Forester) to take over?

I don't think Apple's recent ideas were ever planned that far in advance. He made several bold proclamations about never doing something, then going and doing it two years later when he realised he was wrong. Suggests it was always reasonably reactive.
 
Not for a while yet. Their design, manufacturing, advertising and retail machine is very well entrenched and powerful.
Long-term, Apple will need new products if it wants to continue this rate of growth. Not revisions of existing ones, but new, like the pod phone and pad were. That will be the real test of their "post-jobs" era.
Games console and big smart telly I imagine...
 
Games console doesn't make sense.

The "core" gamer wants the most powerful system. MS and Sony therefore sell high-power hardware at a loss, and make the money back by selling expensive software. This is the complete opposite of Apple's iDevice business model - cheap, high quality software makes their very high margin hardware desirable. An apple games "console" that tried to compete with MS and Sony would cost $900 and fail, hard.

The "casual" gamer barely knows that they are a gamer at all. They love Angry Birds and Singstar. For them, the hardware is not important. In fact, traditional "core" gaming hardware is downright intimidating. Apple are already very strong in this market, and they don't need to do anything drastic to maintain and grow their position. Adding Wii-like controls to the aTV and opening the platform up to developers would be all they need to do to move their mobile gaming dominance into the living room.

The smart TV is a conundrum.

People already own TVs and are much more reluctant to swap them for new ones than they are with other devices. An aTV with built-in screen is only fractionally more user-friendly than one with an external screen. Besides, the real "revolution" that's there to be made in TV is the "watch anything, anytime" experience. The content companies will let Apple provide that experience over their dead bodies, which means Apple can only really improve on the hardware design and the user interface. If Apple wanted to get people to dump their existing TVs and buy a new one, they'd need to make their TV substantially better. Hardware and interface is too small a part of the whole TV experience for it to be a selling point strong enough.
 
If Apple wanted to get people to dump their existing TVs and buy a new one, they'd need to make their TV substantially better. Hardware and interface is too small a part of the whole TV experience for it to be a selling point strong enough.

Or (seemingly) give it away to lure victims into the walled garden.
 
Or (seemingly) give it away to lure victims into the walled garden.
The walled garden exists to make the profitable hardware desirable. Selling subsidised hardware in order to increase sales of software is counter to their entire strategy so far.
 
The walled garden exists to make the profitable hardware desirable. Selling subsidised hardware in order to increase sales of software is counter to their entire strategy so far.

I'm overusing the walled garden metaphor. You can usually get similar software elsewhere.

Not so much giveaway, but perhaps you can 'afford' not to profiteer from the hardware if you have the lure of 'exclusive', 'must have' tv/film/music deals for which you've negotiated a handsome cut.
 
I don't think Apple's recent ideas were ever planned that far in advance. He made several bold proclamations about never doing something, then going and doing it two years later when he realised he was wrong. Suggests it was always reasonably reactive.

Saying you're not going to do something then doing it in business doesn't mean automatically you're reactive. Confusing your competitors is a core business strategy when it comes to your intentions. It's not like any corporation is going to come out and say "Hey guys this is what we're planning for the next five years, feel free to work out how to compete against it or rip it off.'"...
 
Not so much giveaway, but perhaps you can 'afford' not to profiteer from the hardware if you have the lure of 'exclusive', 'must have' tv/film/music deals for which you've negotiated a handsome cut.

Well, they've been negotiating as hard as they can, and that "exclusive" content still refuses to flow. The TV business is not in crisis like the music business was, and they saw what Apple did to those guys. Look at Apple's earnings report. The profit they make from hardware is enormous. Their content business, whilst broad, popular and market-leading, makes up just 5% of their profit.

apple-revenue-2.png

Apple is a hardware company and their entire organisation is built around that fact. If they gave away ipads, but doubled the price of the content for them, they'd make much less money.
 
Apple is a hardware company and their entire organisation is built around that fact.

I don't dispute it. My point is that I can't see some sort of Apple television having anything other than limited appeal, unless it offers [perhaps unintended] rich modification opportunities.
 
(The only people I've known who have bought the AppleTV hardware have only done so to use it for presentations from iPads using airplay/mirroring).
 
I don't dispute it. My point is that I can't see some sort of Apple television having anything other than limited appeal, unless it offers [perhaps unintended] rich modification opportunities.


IKEA!! 5 Year Guarantee!

 
I don't dispute it. My point is that I can't see some sort of Apple television having anything other than limited appeal, unless it offers [perhaps unintended] rich modification opportunities.

Exactly why I doubt that they'll actually launch such a thing.

I have no doubt that it exists in their R&D department, but they won't launch it until it does "watch anything, anytime". Unfortunately for them, that is not a problem that can be solved with technology, design or advertising.
 
Didn't Cook indicate he'd rather see a peaceful resolution to the legal stuff with Samsung, bet this will help that process.
 
Apparently there's a connection to a countdown website which is for the new S3...seems a bit odd that a well resourced 'flash' mob wouldn't have some company behind it tbh and all things being equal if any competitor is going to target Apple like this it'll be Samsung.
 
Didn't Cook indicate he'd rather see a peaceful resolution to the legal stuff with Samsung, bet this will help that process.

Yeah he said he hates law suites, reckon there's probably real back channel comms ongoing trying to find a settlement. But you're right this type of thing doesn't exactly lower the temperature...
 
(The only people I've known who have bought the AppleTV hardware have only done so to use it for presentations from iPads using airplay/mirroring).

Apple TV was around before iPads and mirroring, I know a few people that have the old V1 box.
 
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