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by achompas
2762 days ago
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> * Apple announces it will no longer report unit sales. This is a clear shift in strategy. Yeah, this is interesting. I wonder if higher prices (to increase device ASP) for better devices (breaking the two year upgrade cycle) mean that we have now seen peak iPhone growth. For the first time in years, I have recommended old/used iPhones to multiple people over new phones. On the other hand, Apple has increasingly emphasized services and complimentary devices in recent years. AirPods, Apple Watch, and Apple Music (to name a few) lock folks into the ecosystem and replace non-Apple alternatives. https://stratechery.com/2017/apple-at-its-best/ |
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