[SunkenCiv]

regarding #22 -- "Apple, Inc. will introduce its first A-chip based MacOS product(s?) and an updated iPhone SE, both of which will sell well. The new model AirPods will be intro'd, will do okay, leading to a large, reasonably priced aftermarket for the original model." -- from MacDailyNews presents live notes from Apple’s Q119 Conference Call with analysts:

• iPhone upgrades for Q119 were less than Apple expected to to currency headwinds, lack of subsidies
• iPhone upgrade cycle has extended, there’s no doubt about that
• Strong U.S. dollar, subsidies, etc. will affect iPhone is Q219 as well
• Installed base was 1.3 billion as of Jan 2018 and has grown to 1.4 billion by end of December 2018
• iPhone decline: iPhone subsidies are becoming increasingly less common
• iPhone decline: Strength of U.S. dollar has made Apple products more expensive in other parts of the world
• Outside of iPhone, Apple’s business grew 19% YOY
• iPhone replacement cycle is lengthening
• Apple’s iPhone channel inventory typically increases in Q1 and decreases in Q2 and that will be the case this year, too
• iPhone XR is most popular, followed by iPhone XS Max, and then iPhone XS
• Apple continues to face currency headwinds due to strong U.S. dollar
• Half of iPad buyers in Q119 were new to iPad
• Installed base of iPad reached a new all-time high
• Half of Mac buyers in Q119 were new to Mac
• Strong response to new MacBook Air and Mac mini
• 9% increase in Mac revenue YOY
• 62.9% gross margin for services
• 34.3% gross margin for products
• Apple has "exciting announcements coming later this year"
• iPad revenue up 17%, highest growth rate in nearly 6 years
• Mac revenue up 9% in Q119. Best Mac quarterly revenue ever

With a strong dollar, it becomes even cheaper to build fuller-featured, more powerful, lower-priced models, making "Apple margins" feasible, both in the US and in emerging markets.

[SunkenCiv]

#22 -- Apple, Inc. will introduce its first A-chip based MacOS product(s?) and an updated iPhone SE, both of which will sell well. The new model AirPods will be intro'd, will do okay, leading to a large, reasonably priced aftermarket for the original model.

In today's video I'll be going through some interesting rumors about Apple's upcoming return to the display market. I'll be going over my thoughts on the rumored 8K display that could accompany the 2019 Mac Pro. I'll also discuss a possible smaller, more affordable display.

Is Apple working on a display with its own graphics? Apple Display rumors | Luke Miani | YouTube | Published on Oct 7, 2018