Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.markgurman.com Los Angeles, CAJoined August 2008
More Apple retail-related news: At some stores, employees are being asked to fill out surveys after giving Vision Pro demos in a push to close a sale. The Beats Solo 4 are going on sale May 2 and are en-route to Apple stores. bloomberg.com/news/newslette…
Some more iOS 18 details: There will be major upgrades to Mail, Photos, Fitness and Notes, but don’t expect a full design overhaul. bloomberg.com/news/newslette…
New Apple AI details: There are concerns at high levels of Apple about whether people will actually use the new AI features. Some new features: auto-summarizing articles in Safari and missed notifications. Chatbot talks ongoing with Google and OpenAI. bloomberg.com/news/newslette…
The new Apple Pencil will be a big focus at the May 7 iPad Let Loose event. A new detail: it’ll have haptic feedback for the first time alongside the new gestures. bloomberg.com/news/newslette…
New iPad Pro details: There is a strong possibility the new model will run the M4 chip, which will include a huge focus on AI. M4 chips are coming to the Mac later this year in an acceleration for Apple Silicon. bloomberg.com/news/newslette…
New Vision Pro details: Roadmap doesn’t call for a new model until Fall 2026, as the company struggles to figure out how to make a cheaper version; VisionOS 2.0 is catch-up release, not a game-changer; Expansion to China is happening in very near future. bloomberg.com/news/newslette…
Power On: Apple’s top rivals — Google and Meta — retool their product development process as they smell an opportunity to better compete with Apple. bloomberg.com/news/newslette…
NEW: Apple is now engaged in talks with OpenAI on using its technology to power some AI features in iOS 18. Talks with Google remain ongoing. bloomberg.com/news/articles/…
Apple’s iOS 18 features they will highlight at WWDC are based on an in-house model. The talks with OpenAI and Google are for a chatbot/search component.
Apple’s iOS 18 features they will highlight at WWDC are based on an in-house model. The talks with OpenAI and Google are for a chatbot/search component.
When was the market consensus 700K-800K units?
Mark Gurman has been saying for a while that Apple planned to sell 400K-500K units in 1 year.
(This picture is from July 2023)
When was the market consensus 700K-800K units?
Mark Gurman has been saying for a while that Apple planned to sell 400K-500K units in 1 year.
(This picture is from July 2023) https://t.co/3Zd135ZTpq
Apple is clearly experimenting with these smaller launches to figure out what has the best impact for viewership/creating interest. Last year it was a 5 PM start time for M3 Macs. This time it’s a 7 AM video release with 2 weeks notice. bloomberg.com/news/articles/…
Both the iPad Air and iPad Pro are considered “constrained” at Apple retail - and Apple won’t be replenishing stock of any current model. That’s as good an indicator as any that both are being replaced May 7.
Power On: Apple needs a low-end iPhone and a push into emerging markets to get back on track. Also: Apple’s next big thing is an on-device LLM; iPad availability dwindles; Vision Pro loses steam; and iOS 17.5 includes a change that may upend the App Store. bloomberg.com/news/newslette…
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