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Chance Miller / 9to5Mac:
KGI: Apple to release more affordable 13-inch MacBook Air in Q2, HomePod demand ‘mediocre’ so far   —  Reliable Apple analyst Ming-Chi Kuo of KGI Securities is today out with a pair of new investor notes on Apple.  The analyst offers new supply chain details on the new iPhones coming this year, AirPods demand, and more.
Mar 3, 2018, 12:17 PMIn context
Bloomberg:
Sources: Apple planning three new iPhones for this fall: a high-end near-6.5" OLED model, updated iPhone X, and cheaper phone with Face ID, edge-to-edge screen   —  Company aims to boost sales after iPhone X missed expectations  —  All models to have facial recognition, edge-to-edge screens
Feb 26, 2018, 12:48 PMIn context
Pavan Rajam / the rajam report:
The rise of subscription streaming services shows Apple's video strategy should focus more on developing original content than building premium TV products   —  It's been over 2 years since Apple and the TV Market was published, before Apple TV 4's launch.  With Apple TV 4K's release in 2017 …
Feb 10, 2018, 6:50 AMIn context
Richard Nieva / CNET:
Alphabet says Nest will be brought back under Google with Nest CEO Marwan Fawaz reporting to Google's hardware chief Rick Osterloh   —  Nest has sold 11 million devices, so Google isn't ditching the brand.  The new strategy: Try to get Google Assistant into more of Nest's smart gadgets in a war against Amazon's Alexa.
Feb 7, 2018, 2:15 PMIn context
Reuters:
Qualcomm stock closes at $61.73, down 6.57%, after several analysts suggest Apple will favor Intel modems in upcoming iPhones   —  (Reuters) - Qualcomm Inc's (QCOM.O) shares fell 3 percent on Monday after two brokerages said Apple Inc (AAPL.O) might drop the chipmaker in favor of Intel Corp …
Feb 5, 2018, 4:40 PMIn context
Wall Street Journal:
Source: Apple to curtail iPhone X production in the first quarter to ~20M handsets, down from ~40M initially planned, due to weak demand   —  Company will offer its first report on iPhone X sales when it reports earnings Thursday  —  Apple Inc. AAPL -2.07% is slashing planned production …
Jan 30, 2018, 7:10 AMIn context
Steve Yegge:
Engineer Steve Yegge leaves Google after 13 years, says it has lost its way due to risk aversion, politics, arrogance, and a focus on competitors over customers   —  Note: This is my first time using Medium.  Please forgive any faux pas.  Also, it's pretty long even for me, so you might want to go grab a coffee.
Jan 24, 2018, 9:50 AMIn context
Joe Rossignol / MacRumors:
KGI's Ming-Chi Kuo says lower-end 6.1" iPhone, launching 2H 2018, will have a single rear camera, aluminum frame, 3GB RAM, and no 3D Touch, will cost $700-$800   —  KGI Securities analyst Ming-Chi Kuo today shared additional details about the rumored 6.1-inch iPhone that he expects to launch in the second half of 2018.
Jan 23, 2018, 12:15 PMIn context
Vlad Savov / The Verge:
As smartphones drop the 3.5mm jack, the headphones market is becoming a fragmented mess; USB-C headphones remain pricey as implementation varies across OEMs   —  Into the uncertain wilderness of wireless and digital connections, we go  —  At CES this year, I saw the future of headphones, and it was messy.
Jan 18, 2018, 6:10 PMIn context
Steven Johnson / New York Times:
An in-depth look at the potential of decentralized blockchain tech that aims to fix some of the internet's fundamental structural problems   —  Yes, it's driven by greed — but the mania for cryptocurrency could wind up building something much more important than wealth.
Jan 17, 2018, 4:20 AMIn context

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