3Q18 iPad Installed and User Base Estimates, The Changing Face of iPhone Sales, Apple Acquires Akonia Holographics

Today's Above Avalon daily update includes the following topics: 

  • 3Q18 iPad Installed and User Base Estimates
  • The Changing Face of iPhone Sales
  • Apple Acquires Akonia Holographics

I share my revised estimates for the size of the iPad installed base and user base as of the end of June 2018. The discussion then goes over my thoughts on how the composition of iPhone sales continues to change. The email concludes with news of Apple acquiring Akonia Holographics.

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Previewing Apple's Product Event, 3Q18 Apple Watch Installed and User Base Estimates

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3Q18 iPhone Installed and User Base Estimates, Thinking About iPhone Upgraders, Bose Unveils New Stationary Speakers