Apple Inc ▪ Yesterday

AAPL: 110.78

Stock Chart

If you haven’t yet found your perfect Apple Watch strap among the company’s own offerings or the numerous third-party options, Apple has today officially launched its partnership with French leather fashion company Hermès.

Uncompromising craftsmanship. Pioneering innovation. Groundbreaking functionality. Apple Watch Hermès is the culmination of a partnership based on parallel thinking, singular vision and mutual regard. It is a unique timepiece designed with both utility and beauty in mind. With leather straps handmade by Hermès artisans in France and an Hermès watch face reinterpreted by Apple designers in California, Apple Watch Hermès is a product of elegant, artful simplicity — the ultimate tool for modern life.

Splashing out between $1100 and $1500 gets you a special version of the stainless steel Watch, with Hermès branding on the back, a number of special watch faces and a choice of three leather straps. Color options depend on the strap, some with suitably exotic-sounding names …  expand full story

Apple Inc ▪ October 1

AAPL: 109.58

Stock Chart

In an interview with London’s Evening Standard, Apple SVP Eddy Cue said that Apple is relaxed about how many Apple Music subscribers are immediately willing to pay for the service once their free trial ends.

Ultimately, you never know until it happens. But we’re pleased with the number of people who have tried. Everybody gets fixated on the short term but we’re in this for the long haul.

Though published today, the interview took place before the trial ended for early adopters, so doesn’t give any hint as to conversion rates … expand full story

Apple Inc ▪ September 30

AAPL: 110.30

Stock Chart

iFixit’s teardown reveals a liquid resistant seal

iFixit wasted no time in carrying out its teardowns of the iPhone 6s and 6s Plus, and now IHS has weighed in with its usual estimate of the component and assembly costs. It reckons the total cost of materials and manufacturing of the 16GB 6s Plus to be $236.

Direct Material Costs (Component Costs)




Conversion Costs (Assembly / Insertion/ Test Costs)


Total Cost (Direct Materials & Manufacturing)


Tim Cook would doubtless take issue with this estimate, as he has with others.

There are cost breakdowns around our products that are much different than the reality. I’ve never seen one that is anywhere close to being accurate.

IHS said that 3D Touch and the associated haptic engine were the most obvious new components over the previous year’s model, with an estimated $10 of additional costs, but also noted three improvements geared to making the device more robust …  expand full story

Apple Inc ▪ September 29

AAPL: 109.06

Stock Chart

Screenshot 2015-09-29 10.42.38Image via Jon Brodkin

Tomorrow will mark three months since the launch of iOS 8.4 and Apple Music, and this means that the first free trial sign-ups will begin expiring. In its latest push to retain users, Apple has begun emailing users with set-to-expire trials as well as pushing notifications to their devices. As can be seen in the image above, the notification encourages users to renew.

As we learned in the summer, users who do not manually end their free trial with Apple Music will be automatically opted into continuing their subscription for either $9.99 or $14.99 (family plan). Users who wish to not continue with Apple Music can disable their subscriptions manually via their iTunes account page. Last week, our own Ben Lovejoy weighed the pros and cons of Apple Music in order to make his own renewal decision.

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With Apple having announced all-time record iPhone sales, you might have expected analysts and investors to be impressed, and to see the AAPL share price rise as a result. Instead, the stock is actually down a little – so what gives?

The answer, like the one to so many questions today, is: China. This is the first iPhone launch where mainland China, and not just Hong Kong, has been included from day one. This means the opening weekend sales of 13M versus 10M last year aren’t like-for-like.

Apple hasn’t revealed what percentage of iPhone sales were made in China, but we can do some back-of-an-envelope sums to get a rough idea …  expand full story

Michael B. Johnson, who heads the Pixar team that develops the tools used to create its animated movies, tweeted that his team had been given the chance to test the iPad Pro and Apple Pencil – and described palm-rejection as perfect.

Lovely of our friends from Apple to stop by to let us take iPad Pro & Pencil for a test drive […]

It has perfect palm rejection as far as we were able to see … 

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