Themes

At Apple’s Worldwide Developers Conference in June, the company announced ARKit for developers to create augmented reality-driven apps. Apple describes ARKit as a platform that, “combines device motion tracking, camera scene capture, advanced scene processing, and display conveniences to simplify…

We’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. In 2017, our model concluded that…

Why do we think that some combination of AR wearables will eventually replace our smartphones? In short: because the customer is always right. Or, more specifically, solving customer problems is the best way to create value. I’ve been a regular…

A Nod To Greg Packer. For those who were tuned in, June 29th 2007 lived up to the hype. Apple had been aggressive with TV advertising going into the iPhone launch, resulting in average lines of 350 people at the…

Written by guest author Lindsay Boyajian at Conductor Since Amazon announced its acquisition of Whole Foods, the running joke across social media has been, “Jeff Bezos said to Alexa, ‘Buy me something on Whole Foods,’ and Alexa bought Whole Foods.” This quip highlights the…

We are publishing our Apple model with forecasts out to 2022 including Apple Glasses, an AR wearable, starting in 2020. By year end of 2022, we see net revenue of $292B and EPS of $13.20, up from $221B and $8.74 in FY17…

We recently published a six-part series on the future of robotics including a detailed outlook through 2025 on the five major robotics categories: Industrial, Commercial, Domestic, Military, and Social. Each part highlighted our thesis, outlook and market size for each category of robotics hardware, but…

At the Viva Tech conference in Paris, Google Chairman Eric Schmidt stated that he believes automation will create more jobs, not eliminate them. I think he’s wrong, and I hope he’s wrong. Disagreeing with the Chairman of the most advanced AI company in the…

Fans of virtual reality gaming didn’t hear quite as many announcements as they were hoping to last week at E3. While Sony and PC platforms announced some impressive titles launching in VR, Microsoft was silent about VR despite releasing the…

Last night, Finisar (FNSR) reported the Apr-17 quarter and made comments that all but ensure they will be one of two or three suppliers of VCSEL lasers for the high-end version of the next iPhone. Based on timing comments, we expect the…

In an interview with Bloomberg, Apple CEO Tim Cook confirmed Project Titan, Apple’s car project. Cook referred to this as “the mother of all AI projects.” While the project hasn’t been a well-kept secret, Apple’s public confirmation is noteworthy. Cook…

Survey Shows Interest In Upgrading to Next iPhone Higher Than Last Year. The weekend before WWDC, we surveyed 501 U.S. consumers regrading their intent to purchase the next iPhone, expected to be released early to late this fall (possibly delayed…