from October 2016, Competition
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.
On Tuesday I wrote an article with the premise that Microsoft, from their marketing arm to product offerings are mirroring Apple amazingly well, surpassing Cupertino's technologies in many ways. Immediately, Apple apologists were decrying the Surface Studio as a wannabe, gimmicky iMac, and that the price was unjustifiably high.
Yesterday Apple launched the all-new MacBook Pro, with innovative touch bar, complete with built-in Touch ID. The new technology looks well refined and thoroughly thought out. Touch bar makes sense in hundreds of different use cases and the rest of the MacBook was given highly effective refinements throughout. Apple may have stemmed any creative pro tide away from it's notebook shores with the new MacBooks, but there is still trouble within Apple's desktop offerings. The competition knows it and is attacking in full force.
Say it ain't so, but then again is it really all that wise to question Mark Gurman of Bloomberg? According to Gurman, Apple's Bob Mansfield, heading up Apple's car aspirations, has drastically scaled back the program guiding it towards an autonomous only, software-based state. The project, running under the not-so-secret code name Project Titan, once on track to be a grand electric car, could realize itself as little more than autonomous driving software technology to be licensed to automotive manufacturers. Evidently, the door is open for the technology to be worked back into a fully developed Apple car in the far future. But currently any "Apple car or bust!" direction is now off the table. Or is it?
If Mansfield has indeed dialed back Project Titan, focusing only on autonomous driving for the time being, it would be hard to view it as anything less than a massive failure within Apple's leadership. We previously discussed how Apple has lost momentum in many categories, missing complete launch cycles due to Project Titan brain-drain. For the car program to be scaled back in this fashion, while hurting the company in other areas, will be utterly unacceptable from many within Apple's investment circles and beyond, striking another blow to Tim Cook's leadership abilities.
If you believe the Apple Watch Series 1 and 2 release was nothing to take note of, you might be surprised to learn that Apple's watches are flying off the shelves.
Two Guys and a Podcast conducted spot checks this week with several Apple retail stores, and all were completely sold out of Apple Watch series 2 versions (some stainless and ceramic are available), with some Series 1 watches still available for purchase. Apple has a hit on their hands, and it may be the big gift of the holiday season.
Over 895 million people flew on planes within, or in and out, of the U.S. in 2015. The number of passengers set another an all-time record, which is estimated to be broken again in 2016, with over 900 million people having flown in U.S airspace. And on every flight, before takeoff, and without fail since mid-September, a special announcement to all passengers is given, ordering them shut off their Samsung Galaxy Note 7 phones and store them in the above compartments or in a carry-on, below the seat in front of them.
I’ve been on six flights since mid-September, and while the wording from different airlines has been slightly different, the message has been abundantly clear; “Completely turn off and hide your Samsung Note 7. You will not use or charge it on this fly, potentially burning us all out of the flippin’ sky!" Every time I've heard the instructions, a semi chuckle has broken out with passengers looking at their neighbors to ensure they do not have a Galaxy Note 7, and if they do, making sure they shut them down.