Locator: 45827AAPL.
Chips, semiconductor: link here.
- Home page for tech: link here.
- The cloud: link here.
- Streaming: link here. Streaming wars.
- Spatial computing: link here.
- Generative AI: link here.
- Apple Silicon: link here.
Apple, a $3-trillion-market cap company. Right, wrong, indifferent, I break it down this way:
- $1 trillion: hardware with integrated software, e.g., iPhones, laptops, desktops
- $1 trillion: services, e.g., cloud services; TV+; music; Siri;
- $1 trillion: Apple Silicon, the chip division
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Today's Note
One week ago, the two most credible Apple leakers / analysts, Mark Gurman and Ming-Chi Kuo forecast that Apple would not introduce any new products in the last three months of 2023.
Barely a week later, Tim Cook announced a "Scary Fast" Apple event for Monday, October 30, 2023, to stream at 5:00 p.m. Pacific time, USA.
"Scary Fast" is how folks are describing Apple's new M3 chip.
The M1 chip was huge, transformational, but the M2 was simply a placeholder until Apple could release the M3 chip. Everything suggested the M3 would be released in 2024.
My hunch: the numbers for Apple are not going to be good for the most recent quarter, July - September, 2023, when they are announced in November, 2023. The iPhone 15 may not be selling as well as they had hoped. And the headwinds in China have never been stronger.
Tim needs something good to report and the thinking is that he moved up with the 2024 release / announcement to October 30, 2023.
It should also be noted that it's easy to find the M2 laptops on sale right now.
From the link above:
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