We kick things off with Neil’s thoughts on iPhone 15 and 15 Pro pre-orders. The discussion then turns to Panos Panay leaving Microsoft to lead Amazon’s HW efforts.

Hello everyone.

One quick follow-up to yesterday’s update.

In terms of Apple Watch Ultra, one member wondered if the collection’s case size will be a limiting factor when it comes to unit sales mix. Would a majority of Apple Watch buyers go for a 49 mm case?

It is a fair question.

Over the years, one trend that we have seen is that Apple Watch case sizes have been getting larger (38 mm -> 49mm) while weight has been addressed by lighter materials. My wrist isn’t large, and the Ultra feels just as comfortable as any other Apple Watch. An even larger Apple Watch wouldn’t scare me away. Another option would be for Apple to bifurcate the Apple Watch Ultra into multiple case sizes.

iPhone 15 and 15 Pro Pre-orders Observations

This past Friday, Apple began accepting iPhone 15 and 15 Pro pre-orders. The devices go on sale on Friday. The following delivery estimates were compiled this morning. They are estimates for unlocked iPhone models. Apple has embraced an underpromise and overdeliver mantra when it comes to delivery estimates for online orders. The stated delivery dates may end up being pulled forward.

An Above Avalon membership is required to continue reading this update. Members can read the full update here . An audio version of this update is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here.

(Members: Daily Updates are always accessible by logging into Slack. If you haven’t logged into Slack before, fill out this form to receive an invite.)

Above Avalon Membership

Subscribe $20/month

Subscribe $200/year

Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special Inside Orchard bundle pricing is available for Above Avalon members.

More information about Above Avalon membership, including the full list of benefits and privileges, is available here.