Costco and Apple haven't always seen eye to eye over the years. But under Tim Cook's leadership, Apple's reach at Costco has slowly improved. This Christmas represents Apple's largest reach to Costco's faithful in years.
Costco is fortifying their warehouses with a large Apple kiosk, which essentially contains every major Apple product, the Mac being the only exclusion. Apple's 9.7" iPad, 10.1" and 12.7" iPad Pro, both sizes of Apple Watch Series 3, and Apple TV 4K are all available at Costco.
Intel is a monster, or at least it has been. For nearly three decades Intel has owned the desktop-class and server semiconductor markets. Ever since the DOS PC emerged Intel gained rapid traction into desktop computing. While others, such as AMD, constantly struggled to meet demand, Intel understood capacity and high yields were key to market dominance and never left PC manufacturers wanting. No one had a better silicon fabrication process in the industry. Intel's marketing was equally brilliant. Before the tag line "Intel Inside" no one really knew or cared much about microchips used within a computer. After all, the only interaction a user had was with a keyboard, mouse and display. Suddenly, everyone was asking for a computer with Intel inside.
Intel was so confident of their own ability to shape the future based on their self-serving direction, they no longer needed to own a large portion of ARM, so they sold it off as it was useless for the long term. Intel also decided there was no need to quickly move to 64-bit processors. Intel failed to understand they had built, and were living in, their own arrogant reality distortion field. But AMD knew it, and 2003 stunned the industry by offering their 64-bit backwards compatible 32-bit, Athlon processor. It saved AMD as a company and Intel suffered it's first major stumble. Mobile computing arrived soon after, with Apple commissioning Intel to design a processor for their secret handheld needs. Intel balked, finding it a financially useless pursuit. Thus, Apple launched iPhone with an ARM processor. Due to Intel's blunder, the mobile world runs almost entirely on ARM designs, with Intel nowhere to be found other than under piles of failed ATOM processors. Today Intel finds their bread and butter personal computer market about to be shaken like never before by Microsoft, and quite likely, Apple.
Rumor and random speculation is running rampant regarding Apple's 10th anniversary iPhone, often referred to as iPhone 8. Perhaps the most shocking feature claimed of them all is that the smartphone will sell upwards of $1,400, with a starting price around $1,000. New technologies, such as a larger OLED display, glass integrated Touch ID, 3D sensors, a larger battery and waterproofing are among the reasons for iPhone 8 prices shooting the moon – at least these are the claims.
While many new technologies initially raise Apple's iPhone build cost, this happens with every new iPhone having all-new features. This raises an obvious question: Has Apple ever raised iPhone prices to this extent in the past when introducing a slew of new features? Answer: No.
Out of the myriad of announcements Apple put forth on Monday during their 2017 Worldwide Developers Conference, one new technology continues to come back around in my mind time and time again. And yet, I'm not sure if I'm as excited as I am relieved – It's a close call. Files App in iOS for iPad is a game changer. Essentially, Files App is the macOS Finder for iOS. A native file directory shipping with iOS 11 for iPads. Yes! And about time!
T-GAAP's been clamoring for an "AirFinder" (or some form of native Finder for iOS) for years. After all, iOS is a slimed down version of macOS. Apple's mobile operating system has always had a file directory, it's just been hidden from the GUI. Files App for iPad that Apple has, bafflingly so, been holding back for years, may greatly tilt the trajectory of iPad forever.
If you haven't noticed, Apple silently racked up large scale iPad and MacBook Air sales over the Black Friday weekend, according to Adobe's analytics. But wait! Like a good Ginsu knife, there's more! Apple's Beats headphones were also show stoppers, and the new MacBook Pro has seen stronger than anticipated demand since its release. If you think there couldn't possibly be more, you'd be wrong! Apple's iPhone is also the most wanted item on Christmas wish lists this year, up by 2% over last year's desire for iPhones. There can't possible more than this, right?! Wrong! This weekend I moved to Verizon from AT&T, and upgraded muy plan with six new iPhone 7's!
Across the board Apple's sales are looking solid, but Verizon's virtual blind-side to AT&T this holiday weekend may have given Apple an extra boost. The largest US carrier offered $200 Visa cards and generous trade-in values on older iPhones for new customers. After the cash card arrives, my purchase of a 128GB iPhone 7 is a net zero dollars cost to me. The Verizon plan also provides my 6 lines with a 24GB per month data pool, with half of it able to be rolled over into future months. Verizon even offered $300 for a base iPhone 5, plus the $200 Visa card! It was an impressive offer, and coming from Verizon, a company known to rarely provide steep discounts, AT&T was caught flat footed.
At least half of all Galaxy Note 7 users have switched, or soon will, to iPhones, according to IDC's latest research. This is big news for Apple and iPhone sales. Only 17% will be choosing another Samsung phone, and an astounding 13% were not even aware of the recall.
IDC did not seek to poll future smartphone buyers, but during last Tuesday's Apple quarterly conference call, Apple CFO, Luca Maestri, cited a survey indicating 79% of those planning on buying a smartphone in the U.S. during the December quarter would be purchasing an iPhone. Consumers in the know, or had a Galaxy Note 7, are turning to iPhones in droves.
Apple's Mac lineup has been languishing over the past few years, and their may be valid reasons as to why. Perhaps Apple been preparing to migrate away from Intel to their own A-series processors? Or would iPad's be ushering in a new area of computing relegating Mac's to back of the line? Any number of rumors have given chase as to why Apple's overall Mac lineup has become extremely stale, but it appears Apple is staying firmly Intel for their next generation processors, and thus a slew of long overdue Macs should should be unveiled during an October special event.
Apple is planning a major Mac invasion of new technologies, but it does not explain why this has been long overdue. Two big distractions may have been causing Apple's innovative Mac engine to sputter on 3-cylinders the past few years.
Forget what side of politics you play on. I am tossing my views aside for this article, just laying out the “logic” cards. Apple is supporting the Hillary Clinton campaign, and even more so Tim Cook. If you thought Apple’s best interests would be to support Trump, who talks about fighting tough on trade imbalance, or better tax rates, there is a lot more to it than that.
First and perhaps foremost is viewing how Cook separates Apple’s needs and wants with his own personal politics. Cook is involved in LGBT politics, and Apple is squarely in support of many LGBT ideals. But many shareholders wonder what this has to do with company profits? And which Presidential candidate should Apple support for maximum financial gains? But maybe Cook and many others on Apple’s board think beyond financial goals with their politics, but there are a few items we can clearly understand (well, as best we can in this crazy Presidential race).
If you walk into any Apple Store looking to buy a Mac, it is like stepping back in time two years — and those two years are not just regular years, they are technology years. In comparison to regular calendar years, technology years have like a 10:1 ratio. For example, this would like be walking into your local car dealership and the most current model they were selling was from 1996!
April 24, 2015. It was to be a big day in Apple’s history, and a big day for Tim Cook to show the world he could match the brilliance of his predecessor Steve Jobs. Apple Watch was finally available for sale. It was Cook’s first new product category and it was fully under his direction and guidance. The result? Yawn.
Apple Watch is cool and works well within the Apple eco system, but it wasn’t a must-have item, and yet Apple spent abundant resources on bringing this gem (pun intended) to market. Products that suffered in Apple Watch’s development wake have been iPhone, iPad, iOS, Mac and OS X. It seems under Cook Apple can really only fully focus on one item at a time, which is exactly where Apple is today.