Research Archive

October 31, 2023 / Ben Bajarin

Apple Mac Scary Fast Recap and Insights

What Was Significant Our view has consistently been that Apple’s ambition with the Mac business is to continue to grow to take share from Windows in the higher-end>$1000 segment of the laptop market. Apple, in the last few years, has hovered around 10% of WW PC sales, and while they have never been at 10%…

October 24, 2023 / Ben Bajarin

Research Note: Our View on Report Nvidia and AMD Arm PC Chips

The recent report from Reuters about Nvidia looking to make a push with an Arm PC chip has been a long time coming. We have known about Nvidia’s interests in this space for several years as a part of a broader CPU roadmap on Arm moving from data center to PC. ¬†The report also highlights…

September 13, 2023 / Ben Bajarin / Carolina Milanesi

Apple Fall Wonderlust Event Report

Apple held its annual iPhone event on September 13th, 2023, to announce the new iPhone 15 lineup, Apple Watch Series 9, and Apple Watch Ultra 2. This report provides an overview of the key announcements and new products revealed at the event, as well as analyst insights on what was significant from the event. Sustainablity…

September 7, 2023 / Max Weinbach

Research Report: WWDC 2023

Apple’s Worldwide Developers Conference (WWDC) is an annual event that brings together developers from around the world to learn about the latest innovations in Apple’s software platform. The event is typically held in June, and it usually features a keynote address by Apple CEO Tim Cook, as well as a number of other sessions and…

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