WSJ's Odd iPhone Story, Apple Plays a Different Game, Apple Isn't an Ecosystem Company

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

  • WSJ's Odd iPhone Story
  • Apple Plays a Different Game
  • Apple Isn't an Ecosystem Company

Today's email begins with my thoughts on the WSJ's article about iPhone losing out in Asia to low-cost Chinese smartphone manufacturers. We then look at three smartphone industry data points that reveal the game Apple is actually playing in the smartphone industry. The email concludes with why I don't think Apple is an ecosystem company. Calls for Apple to launch some kind of "Apple as a service" subscription tied to the Apple ecosystem are off the mark. 

This daily update is available for Above Avalon subscribers. To continue reading, click here.

Become an Above Avalon subscriber to read today's email and receive future daily updates. You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on subscriptions, click here