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Asymco Bulletin 021 – July 12, 2025
The rest of this post is for Asymco members. Continue reading on asymco.com.
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The portability superpower
· Farshad · Office Hours
An Office Hours question asked by Fred S, June 9, 2026. Q: With MLX, you can write for Apple Silicon and then migrate to Nvidia’s chips — a kind of reverse Trojan horse, since people usually build tools to migrate the…
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Apple destroyed the mid-tier watch market. Now it’s coming for the $200 billion eyewear industry
Hence The Apple Vision Pro Apple plans to disrupt the $200B eyewear market the way it disrupted watches. Swatch fell 28%, Fossil 70%. Smart glasses are targeting late 2027. When Apple launched the Apple Watch in 2015,…
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More than meets the eye
A first look at the eyewear market To see the future of wearables, I said look to where jewelry has been worn. The places where people trust metal against skin is where compute inevitably will reside. The categories are…
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Apple and Broadcom extend deal through 2031
Broadcom, Apple extend chip supply deal through 2031 July 6, 2026 8:07 AM July 6 (Reuters) – Broadcom said on Monday it has agreed to expand its partnership with Apple through 2031 to develop and supply a range of…
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Did a lottery winner become “the company of the future”?
· Farshad · Office Hours
An Office Hours question, June 9, 2026. Q: The Wall Street Journal just ranked Nvidia the top “company of the future,” with Apple down at number 12. What’s going on with Apple’s brand image — and is that ranking right?…
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Asymco Bulletin 020 – July 5, 2025
The rest of this post is for Asymco members. Continue reading on asymco.com.
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Will agents kill the app economy?
· Farshad · Office Hours
An Office Hours question asked by Dave Emery, June 9, 2026. Q: Will agentic AI replace the vibrant app economy, consolidating revenue to Apple and the agent providers? Or will it enable a new set of apps? The premise of…
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Counterpoint: Apple to Hit Record Market Shares in Smartphones, Laptops, Tablets; Watch Share Also Set to Grow
While most of the other OEMs are struggling, Apple, with its stable pricing, high margins and strong supply chain control, is in the best position to weather the memory crisis and win market share… While most of the…
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Why is betting against Apple the extraordinary claim?
· Farshad · Office Hours
An Office Hours question asked on June 9, 2026. Q: You recently calculated Apple’s CAGR at an impressive 26.6% over the last twenty years. Without giving stock advice, what do you make of Apple’s forward prospects? The…
