Gold ▪ August 18

AAPL: 116.50

-0.66
Stock Chart

Over the weekend, we learned some preliminary details about Apple’s planned updates for two of their most popular Mac accessories, the Apple Wireless Keyboard and Magic Mouse, in the form of FCC filings. Aside from new and improved connectivity thanks to Bluetooth 4.2, both accessories appear to have design deviations from their existing models, as detailed by the rough sketches accompanying the FCC filings. Based on these sketches, I decided to more fully visualize the changes Apple could be planning for an all new and more modern wireless keyboard based on other modern Apple product designs.

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Gold ▪ August 16

AAPL: 115.96

0.81
Stock Chart

Gold ▪ June 22

apple-pay-watch-iphone-ipad

In an interview with the Chinese language edition of Bloomberg Businessweek, Tim Cook noted that developers are showing more interest in the Apple Watch than they had in the iPhone and iPad at a similar early stage.

Developers are working on more than 3,500 apps for the gadgets, he said. That’s well ahead of the 500 apps available for the 2008 edition of the iPhone and the 1,000 for the first iPad in 2010, he added.

Cook also confirmed what most had assumed: the gold color introduced for the iPhone, iPad and now MacBook (and presumably real gold for the Watch) was “in part” driven by the popularity of the color in China. Greater China now accounts for a whopping 29% of Apple’s revenue …  expand full story

Gold ▪ May 12

Artwork by shoplemonde.de

Artwork by shoplemonde.de

A special Top 11 list today from noted analyst Ming-Chi Kuo on the next iPhone (6s? 7?) that will be released later this year. Counting down:

  1. Force Touch will be the biggest upgraded selling point, but also one of the main bottlenecks of the supply chain. Force Touch can enrich user experience due to more input methods and support of handwritten signatures, which is beneficial for expanding in the commercial market
  2. Screen will remain at 4.7 and 5.5 inches, with resolution the same as existing models. There will be no new 4-inch model
  3. There will be an additional casing color, rose gold, matching the rose-gold Apple Watch Edition
  4. The camera will have a pixel upgrade, likely to 12MP
  5. One microphone will be added near the speaker to enhance voice quality
  6. The A9 processor with upgraded 2GB LPDDR4 will be adopted
  7. The bending issue will be improved by using different casing materials and internal mechanical design changes
  8. If drop test issues can be resolved, the 5.5-inch model will have a limited number of units with sapphire cover lens
  9. The recognition rate of Touch ID will be improved further in a bid to promote Apple Pay
  10. Gesture control support
  11. It’s expected that mass production will start in mid-to-late August. Total shipments will be 80-90mn in 2015, with a 2:1 ratio of 4.7-inch and 5.5-inch models.

Some thoughts: expand full story

Gold ▪ May 10

Gold ▪ April 21

AppleWatchEditionHeader

Beyond a unique sales process and exclusivity to select stores, even returning the Apple Watch Edition will have its own special process. Bringing the 18-karat gold Apple Watch Edition back to an Apple Store for a refund will require the device to be scrutinized under micro-inspection by Apple Store staff, according to sources. While the return process itself is unique, the return timeframe will be the standard 14 days like most of Apple’s other products…

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