The HomePod Manifesto, Reception to HomePod Is Shifting, iPhone Sales Share Hits Record High in China

Today's Above Avalon daily update includes the following topics: 

  • The HomePod Manifesto
  • Reception to HomePod Is Shifting
  • iPhone Sales Share Hits Record High in China

We discuss my thoughts on Apple's HomePod manifesto. Apple SVP Phil Schiller explained Apple's vision for stationary speakers in the home. The discussion then turns to why I think the reception facing HomePod has begun to shift. The email concludes with new data suggesting massive changes are unfolding in China's smartphone market. 

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