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From a business perspective, I would expect Apple to continue introducing satellite/companion products in their ecosystem that customers see as valuable. I thin
by oflannabhra 9y ago
From a business perspective, I would expect Apple to continue introducing satellite/companion products in their ecosystem that customers see as valuable. I think they've long seen the "peak iPhone" moment coming (it would seem we have at least arrived at "plateau iPhone" now [0]), and have been executing a broad, multiyear strategy to leverage the fact that there are over a billion of their devices in active use. That strategy includes: offering compelling services, new products to enhance their ecosystem (AirPods, Apple Watch, etc), and eventually products to cannibalize the iPhone.
I expect there to be a lot of noise from Wall Street now that the iPhone growth rocket ship has stagnated. But as others have pointed out, in a world of smartphone saturation Apple is well-poised to continue being quite successful[1], and viewing the world purely through a "number of units sold" lens is foolish.
[0] - https://www.aboveavalon.com/notes/2018/2/21/the-goldilocks-era-for-iphone-has-begun https://www.aboveavalon.com/notes/2018/2/21/the-goldilocks-e...
[1] - https://appleinsider.com/articles/18/02/24/the-smartphone-endgame-who-wins-once-shipment-volumes-peak https://appleinsider.com/articles/18/02/24/the-smartphone-en...