We are seeing decline in smartphone sales year over year. I expect sales to rise somewhat this year with AI featured iphones but phones are becoming more like PCs with lengthy replacement cycles and less people interested in buying the latest version. Can Apple's appstore and other services revenues would be enough to offset the declining sales year over year? What could the market look like in 5-10 years.
We are depending on future Apple Vision pro being slimmer and and more affordable but even then unless it's literally rayban glasses sized and it has an interface which is faster than phones, it can never have mass popularity. With so much of their fortune tied in iphone sales, it's not hard to imagine that Apple could trade sideways for many years to come. (until they make the next big thing maybe?)
Leave a Reply