Monday, March 3, 2014

Update with CarPlay - Welcome Back, Apple - The Pipeline, The Competition, The New Markets

Update:  Appears that the prediction was spot-on back on 8/20/2013 as to the direction of the iTunes Radio with CarPlay and the iPhone 5c.....Let's see how the iWatch prediction hits the mark.

Apple has given signals that 1) iTunes Radio, 2) iBody (or the iWatch), and 3) iPhone c (Compact) e (emerging) are key foundations for future earnings.

iTunes Radio

The product will ship in 2 phases.  1) 3Q will release an extension that leverages an iPhone, Airplay LITE, and stream through Bluetooth in most high-end cars, 2) An Apple Radio product will ship in 2014 that will OEM and after-market like what Sirius does now.

Sirius will slowly decline in market share through 2014 and 2015 and become a non-player in the market

iBody/iWatch

The biometric feedback device or wearable will measure multiple aspects of the body and connect you with the phone.  Messages will be previewed on the wrist-based device and connect with the iPad and iPhone devices.  In 2014, the iBody device will connect with Android as well.

iPhone c or e

The phone will be smaller and lighter given it will target two markets 1) Teenagers and baby boomers transitioning from the dumb phone, and 2) The India and China markets.  Given these target markets have smaller hands.  The device will be ergonomic and fit the physical needs of the many in that segment.

Let's see how many guesses come true on Sept. 10 th.

Welcome back, Apple

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