> Apple releases new devices most often by releasing them inside the iPhone.
Another example is Lidar 3d scanning in iPhone.
>Which is why now, with a saturated cellphone market which is slowing down the upgrade frequency, they are so interested in wearables (separate hardware that augments your phone) and services (software that augments your phone).
I suspect that annual upgrades to Watch, the maturation of Fitness and Music services and the mix of HW "devices" released in iPhone have strategic goal of supporting the new headset device.
RE: HomeKit, even if it couldn't deliver the revenue opportunity of other businesses of the company, I think it had potential to be far more than it is now.
The head of home services, Sam Jadallah left before his third year during a critical push into the home with Homepod and Homepod Mini.
It could be his efforts were blocked--perhaps to starve advancement of Smarthome while Amazon was bleeding cash on Alexa. But regardless his team failed to push the category forward and Home languished.
HomeKit and Siri are perhaps the most high profile weak products from Apple that, had they been handled differently, people would have greatly benefited from for several years now.
That said, neither seemed to have that much revenue opportunity and it is clear looking backward that their weakness has not (yet) obviously held the company back in any way.
Regarding HomeKit, I think Apple demands a kind of quality from third party manufacturers, along with royalties, that the market just doesn’t want to pay for.
Another example is Lidar 3d scanning in iPhone.
>Which is why now, with a saturated cellphone market which is slowing down the upgrade frequency, they are so interested in wearables (separate hardware that augments your phone) and services (software that augments your phone).
I suspect that annual upgrades to Watch, the maturation of Fitness and Music services and the mix of HW "devices" released in iPhone have strategic goal of supporting the new headset device.
RE: HomeKit, even if it couldn't deliver the revenue opportunity of other businesses of the company, I think it had potential to be far more than it is now.
The head of home services, Sam Jadallah left before his third year during a critical push into the home with Homepod and Homepod Mini.
It could be his efforts were blocked--perhaps to starve advancement of Smarthome while Amazon was bleeding cash on Alexa. But regardless his team failed to push the category forward and Home languished.
HomeKit and Siri are perhaps the most high profile weak products from Apple that, had they been handled differently, people would have greatly benefited from for several years now.
That said, neither seemed to have that much revenue opportunity and it is clear looking backward that their weakness has not (yet) obviously held the company back in any way.