Estimating iPhone, iPad, and Mac Installed Bases, Calculating the Mix of Apple Devices in Use, Thursday Q&A

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

  • Estimating iPhone, iPad, and Mac Installed Bases

  • Calculating the Mix of Apple Devices in Use

  • Thursday Q&A

We begin today’s email with my iPhone, iPad, and Mac installed base estimates as of the end of 2Q19 (March 30th, 2019). The discussion then looks at the total number of Apple devices in use broken out by product category. We also go over a few takeaways from the data including my estimate for the number of people using at least one Apple product. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • Do you think Apple will try a new design for the cancelled AirPower wireless charging pad?

  • What do you think of the relationship between Nintendo and Apple? What sets Apple apart from other design-led companies such as Nintendo?

  • What are your thoughts on Tesla’s marketing (or lack thereof)?

  • How do you see Marzipan playing out? How will it impact the iOS and Mac ecosystems?

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