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A state of the union look at the market for mobiles. Looking at the IDC data on smartphone shipments (2014 to present), the pattern shows a peak in 2017. Covid caused a contraction and recovery but since then the unit…
· Farshad · Office Hours, Research
An Office Hours question asked by Joseph B., July 31, 2026. Q: Would Apple buy a memory maker — get into RAM itself? They said they wouldn’t get into this, and I’m surprised they said it — even if they thought they…
Apple Vision Pro as the Primary Visualization Platform for Cataract Surgery Dr. Tommy Korn authored a new study of the Apple Vision Pro and spatial computing in cataract surgery. It has been peer reviewed and published…
What has servitization ever done for us? Necessity is the mother of invention but return on invested capital is the mother of innovation. Invention is big ideas with unclear benefits. Innovation is big benefits with…
· Farshad · Office Hours, Research
An Office Hours question asked by Frederick H., July 31, 2026. Q: What is the reason for the obsession with making movies and TV shows? There must be a strategy behind this. It’s one of those things you get enlightened…
· Farshad · Office Hours, Research
An Office Hours question asked by Tom M., July 31, 2026. Q: How do you see the Siri AI stand-off with the EU evolving? Does Apple’s key differentiator — deep integration of hardware, software, and services — become an…
Asymco Bulletin is a digest of all that was published during the week ending Aug 16, 2026. We are planning a face-to-face live Office Hours this fall, either in Boston or the Bay Area, open to Asymco One subscribers. If…
Up from $9B in 2024-25 and $6B in 2022-23 Apple passed $10B in annual sales in India for the first time in FY 2026, up from $9B in 2024-25 and $6B in 2022-23, as it expands its retail footprint — Apple Inc. exceeded $10…
At the Interface For Part 1 click here. See also this interview with Chosun Daily from 2013: https://asymco.com/2013/04/22/interview-with-chosun-daily-of-korea-about-apple/ On geopolitical and supply chain challenges,…
Culture and Innovation My thanks to Sungmin Ko, a staff reporter from Economy Chosun for allowing me to answer a few questions for an Article on Apple. Economy Chosun is a highly respected economic weekly magazine,…
