Neil Cybart Neil Cybart

iPhone 15 and 15 Pro Pre-orders Observations, Microsoft HW Chief Jumps Ship, Revisiting the Gadget Recession

We kick things off with Neil’s thoughts on iPhone 15 and 15 Pro pre-orders. The discussion then turns to Panos Panay leaving Microsoft to lead Amazon’s HW efforts.


Hello everyone.

One quick follow-up to yesterday’s update.

In terms of Apple Watch Ultra, one member wondered if the collection’s case size will be a limiting factor when it comes to unit sales mix. Would a majority of Apple Watch buyers go for a 49 mm case?

It is a fair question.

Over the years, one trend that we have seen is that Apple Watch case sizes have been getting larger (38 mm -> 49mm) while weight has been addressed by lighter materials. My wrist isn’t large, and the Ultra feels just as comfortable as any other Apple Watch. An even larger Apple Watch wouldn’t scare me away. Another option would be for Apple to bifurcate the Apple Watch Ultra into multiple case sizes.


iPhone 15 and 15 Pro Pre-orders Observations

This past Friday, Apple began accepting iPhone 15 and 15 Pro pre-orders. The devices go on sale on Friday. The following delivery estimates were compiled this morning. They are estimates for unlocked iPhone models. Apple has embraced an underpromise and overdeliver mantra when it comes to delivery estimates for online orders. The stated delivery dates may end up being pulled forward.

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