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. 

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