Jitesh Ubrani

Though it’s important to note that in general, we anticipate smartphone growth, including the iPhone’s, to be much lower than it was in the past.

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With the upcoming refresh, I’d hope Apple makes a bigger push for AR. Apple stands to be a key player and educator of this technology in the coming years and the iPhone is a great vehicle to do that.

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Looking ahead, much of what was accomplished by the SE for Apple, can easily be done by further extending the life of older models like the 6s or the 7.

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Having support for the Pencil is great, but I’m not sure that will help drive additional sales in the consumer segment.

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There are a lot of lessons Google is learning along the way about distribution and manufacturing. And I think they'll get those issues sorted out hopefully before the Pixel 2 launches and definitely by the time it launches.

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In recent years, from a design perspective, Apple’s most significant changes were introducing larger screen sizes and a gold/rose gold iPhone, meanwhile, their competition has clearly surpassed them by employing different materials, curved screens, OLED displays and more.

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It would be in Apple's best interest to target the commercial audience first as the benefits are more well defined and user acceptance tends to be higher.

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With limited growth in the iPhone business, the dependence of the glasses on the iPhone could also help bolster iPhone growth.

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For the longest time, Apple held the crown for taking the best pictures … However, recently Samsung and other Android vendors have been able to match and in some cases beat the iPhone’s capabilities.

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The growth [for iPads] is coming solely from iPad Pros. by Jitesh Ubrani

The growth [for iPads] is coming solely from iPad Pros.

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The main reason it'll take other PC vendors a while to catch up to Apple is because most of them don't control the whole stack of hardware and software, this tight integration between the two is Apple's main advantage.

AMOLED displays are very eye-catching and including them in the new notebooks really helps Samsung set themselves apart from other notebooks in the same price range, they're also a strength for Samsung as the company is one of the largest AMOLED makers out there.

This is the sort of seamless integration that has been promised for years and very few have been able to deliver, by enabling users to focus on the content first rather than the device, Samsung is going to be solving a pain point for many users. I believe this will ultimately bode well the company.

I think Apple's main use for switching over would be to offer a better product, not necessarily a cheaper product, you may see better value in some cases but I don't think we'll see cheap iMacs or cheap MacBooks going forward.

At the end of the day the switch is not going to be successful if it doesn't have the apps, and consumers are not going to love it if they don't have access to their favorite apps, it's not like every developer can switch over right away... My guess is they would have some sort of a bridge solution ready until everyone is ready to port over.

They also get to control their own product launch cadence, in the past, they had to really wait on Intel to launch new processors before they could refresh the Mac lineup.

By simply becoming the default browser on an iPhone, developers like Google could easily gain access to potentially 900 million iPhone users and all their browsing habits on a constant basis, the same would apply to anyone creating a mail app or music app -- and that's important because it could potentially slow the growth for some of Apple's services.

Many consumers prefer Spotify and that could have prevented them from purchasing a HomePod, by allowing Spotify to be the default player on the HomePod, not only can Apple Music gain additional hardware revenue, they could potentially gain more services revenue as users subscribe to Spotify through Apple Music.