Samsung Galaxy S9 Orders Underperforming, Misplaced Demand Fears for High-End Smartphones, Thursday Q&A

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

  • Samsung Galaxy S9 Orders Underperforming
  • Misplaced Demand Fears for High-End Smartphones
  • Thursday Q&A

We begin today's email with my thoughts on Samsung Galaxy S9 orders reportedly coming in very weak. The discussion then turns to the developing narrative around smartphone manufacturers making a mistake running up market with higher-priced and more feature-packed smartphones. There is good reason to doubt such a narrative. The email concludes with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:

  • Do I consider Apple TV to be a successful Apple product? 
  • How do we gauge an Apple product's success when it's likely that no future product will be like the iPhone?
  • Do I think there will come a time when Apple will develop Pad OS and Phone OS to differentiate? 
  • Where are the Macs running ARM-based Apple-designed CPUs?
  • How much does Jony Ive and the design team think about voice interfaces when they are making a product?

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