ecosystem
Increasing margin because of increasing sale of services
Golden installed base keeps growing
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Ai Pin can’t replace smartphone, is just a smart scanner + a cell phone. Current smartphones are mobile Internet devices. Those features by Ai Pin can be implemented in an Watch.
Maybe I’m forgetting but has there ever been a startup led by ex-Apple people who hit it big? I think Ubiquiti Networks is the most successful one.
Apple (AAPL) has been forced to make major cuts to production forecasts for its Vision Pro augmented-reality headset due to design complexity
A major difficulty in the production process is the manufacturing of the micro-OLED displays for the device, FT reported. Apple was unhappy with the yield of micro-OLEDs that are free of defects, the report said.
The cut to the 2024 production forecast has also “disappointed” Luxshare, a person close to the company told FT, as it was set to increase its capacity to be able to build almost 18 million units annually in the coming years.
18 million units 
About $63B 
Apple’s share price has soared 49% so far this year, ballooning its weight in stock indexes to record levels and pushing its market capitalization over $3 trillion.
The massive rally in Apple’s shares is forcing some fund managers to revisit a thorny dilemma: they may not own enough of the stock.
Understandable. Is widely believe that AAPL has matured and will only grow slowly just like JNJ PG T …
Who would have thought such a matured company can appreciate nearly 50% Ytd and is only early July. Matured companies are expected to grow at inflation rate ie 2-5%.
10% CAGR over 5 years? Comparable to S&P but is not good compare to its historical CAGR of ~30% since 1997. Guess expect mediocre performance (CAGR 3-5%), happy with good performance (~10%) and ecstatic when outperformance (CAGR ~30%). This is my attitude since 2017.
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In 2022, globally,
Unit sale of TV sets = 200+ million
Unit sale of computers = 280+ million
Unit sale of handsets = 1200+ million
…
Unit sale of Macs = 26 million
Unit sale of iPad = 61 million
Unit sale of iPhone = 232 million
…
Apple’s Vision Pro Will Take Far Longer Than iPad, Watch to Spur Big Revenue
https://www.bloomberg.com/news/newsletters/2023-07-09/apple-vision-pro-xr-headset-will-take-years-to-become-key-part-of-business-ljvfzfvr
Apple’s Vision Pro headset won’t make a material impact on Apple’s business for a number of a years, trailing the time it took the iPod, iPhone and iPad to become hits. Also: Apple plans a slow rollout for the device with appointments and head scans, while new software betas are released.
So much speculation 
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World domination
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Iger added he’s looking for partners that “come with value” — whether that be content value, distribution value, or capital value to de-risk the business. If that’s found, “we’re going to be very open-minded about that.” He said there have been “some” conversations with possible partners but did not elaborate on potential names or timelines.
One name he did mention was Apple (AAPL) and its recently announced VR headset, which he said “lends itself to sports.”
Analysts have debated for years whether or not Apple should buy Disney. Needham analyst Laura Martin recently doubled down on her take that the tech giant should acquire the entertainment company, noting that a deal would help Apple drive adoption of the Vision Pro.
Of similar sentiments. Disney’s assets + Vision Pro = 
iQuit: My Hellish Attempt to Leave Apple’s Walled Garden
If you want to transfer a decade of photos and texts out of Apple’s ecosystem, get ready for pain.
Ditto for any ecosystem to another, right?
Apple acquired Primesense in 2013. it means Apple has worked on Spatial Computing much earlier. More than 10 years to come up with a workable product for consumers.
He’s also optimistic that the direction Apple is taking with the Vision Pro might push the field forward in a way other devices haven’t — thanks to the decision to make a device that can do all the things people might want to do with a mixed reality headset, rather than make substantial sacrifices to bring the price point low enough for ordinary consumers.
Set a frontier.
“They’re not going to sell very many of these for $3,500, but it’s not going to be a flop because they’re not expecting to,” he said. “What they’re going to do is make something that’s amazing and inaccessible, but over time they will bring the cost down at some point to where people can get something they couldn’t have before.”
$ will come later.
Above approach is not understood by bean counter. Luckily Apple is not run by bean counter.
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5 days ago…
Updated… Wave iii could be at $197-8 or $210… after that is wave iv (pull back 
)… tentatively, target for wave iv is ~$185.
Apple Tests ‘Apple GPT,’ Develops Generative AI Tools to Catch OpenAI
Above news push AAPL to a new ATH $198.23 but fail to break above it…
We’ll see what happen the next few hours. $210 can or not?
Edit:
Closing ATH : $195.10
New ATH: $198.23