Opinion: Will PC-like upgrade cycles keep iPad sales flat?

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Tim Cook may well be right that iPad sales didn’t really fall 16 percent year-on-year, and that the number was artificially deflated by reduced retail inventories. It’s also true that it’s been the fastest-growing product line in Apple’s history, and his argument that its success in education will drive future demand also has merit.

But this chart from Business Insider tells a story that can’t be denied: the overall trend is for flat iPad sales.

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Study examines replacement and upgrade cycles of Apple products, iPads treated more like Macs than iPhones

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A new report from Consumer Intelligence Research Partners, via Fortune, sheds some light on customer behaviour of how quickly people get their iPad, iPhone or Macs upgraded or replaced. For instance, iPhones have approximate lifespans of two years, tied closely to when people’s contracts end. If the phone is in good condition, rather unsurprisingly, most people replace their phones alongside their new contract. Macs stay around for up to four years before being swapped out for newer equipment. The report argues that iPad life cycles more closely resemble Macs than iPhones.

However, in the case of loss or damage, people are much more compelled to replace their iPhones than Macs or iPads. Eighty percent of people replace iPhones within just two days. For Macs and iPads, this stretches out a week or even more. Over a quarter of buyers surveyed said they would replace an iPad immediately compared to approximately 37% for iPhones.

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Opinion: Does CarPlay go far enough, or should car manufacturers let Apple do more?

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CarPlay is undoubtedly a big step in the right direction. Instead of car manufacturers using their own clunky user-interfaces to give you access to things like phone calls and music, there is now a standard, Apple-designed interface.

This makes perfect sense. Apple is the king of user-interface design, and most car manufacturers, well, aren’t. There was a time when I was driving a lot of rental cars and got to experience a whole bunch of different in-car screen systems, and they ranged in usability from halfway ok to downright dreadful. None offered anything close to the simplicity and clarity of CarPlay.

The question I have about CarPlay is: does it go far enough … ?
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Analysts raise AAPL target price in response to Black Friday shopping

Image: businessinsider.com

Image: businessinsider.com

Both Deutsche Bank and Global Equities Research have raised their target price for AAPL – the price they expect the stock to achieve – in response to spot checks of Apple sales on Black Friday, reports Fortune.

After spot-checking Black Friday weekend sales, Deutsche Bank’s Chris Whitmore raised his price target to $625 from $575. “We have become significantly more confident in our near-term estimates for Apple” [...]

Global Equities Research’s Trip Chowdhry raised his price target to a Street-high $800 after visiting nine Apple Stores and five Targets and talking to “no less than 300 people.”

Anyone planning to invest on the basis of these numbers might want to dig a little deeper, however …  Read more