Tag: Clockspeed

Peak iPhone: more evidence

Published January 30, 2019 by Senthil

With more data from 2018 Q4 Apple reports, we take another look at the peak iPhone argument. More apple services coming our way.

I look at data behind iPhone unit sales, and see versioning issues of a durable-goods monopolist rather than trade uncertainties. Using Clockspeed theory, I argue that iPhone pricing and versioning advantage was temporary. The advantage was great when it lasted, but it is now behind Apple, as the smartphone market matures.