iPhone Sales in China Continue to Stabilize, Apple Replaces Bing with Google for Siri Search

Today's Above Avalon email includes the following stories: 

  • iPhone Sales in China Continue to Stabilize
  • Apple Replaces Bing with Google for Siri Search

We kick off today's email by discussing the latest Kantar data regarding iPhone sales share. There are an increasing number of signs pointing to iPhone sales stabilizing in China. We go over my thoughts on the numbers. The discussion then turns to Apple making a big change when it comes to the default web search provider for Siri and Spotlight. We go over the news and Apple's motivation behind the change. 

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