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26. September 2018

iPhone XS Max Component Costs Estimated at $443

The iPhone XS Max with 256GB of storage costs an estimated $443 to make, according to estimates shared by TechInsights in a teardown of the new device. At $443, the iPhone XS Max components are nearly $50 more expensive than the estimated $395.44 component cost of the 64GB iPhone X.

TechInsight’s component cost breakdown suggests the iPhone XS Max display is the most expensive component in the device at $80.50, while the A12 chip and modems are the second most expensive, at $72.

iPhone XS and iPhone XS Max internals, via iFixit Storage, priced at $64 is the third most expensive component, while other expensive parts include the [...]

 
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19. September 2018

HomePod Holds Estimated 70% Share of Growing $200+ Smart Speaker Market

While the HomePod did not rank among the top five smart speakers in worldwide shipments last quarter, it is dominating the premium end of the market, according to research firm Strategy Analytics.

Strategy Analytics claims the HomePod accounts for 70 percent of the small but growing $200-plus smart speaker market, topping competing products such as the Google Home Max and a variety of Sonos speakers. They say Apple also captured a leading 16 percent of revenue in the entire smart speaker market.

Among smart speakers of any price, the HomePod accounted for just six percent of the market, as Strategy Analytics estimated last month. If accurate, the data [...]

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9. August 2018

Apple Pay Gains Momentum With Estimated 250 Million Users, 200% Transaction Growth Predicted Next Year

An estimated 31 percent of iPhone users have made a purchase with Apple Pay in the past year, up from 25 percent a year ago, according to a new Apple Pay estimates shared today by Loup Ventures analyst Gene Munster.

Apple Pay now has an estimated 252 million users, equating to 31 percent of the active installed iPhone base, according to Munster.

Apple does not provide official details on how many people use Apple Pay, but in a recent earnings call, Apple CEO Tim Cook said that there were upwards of 1 billion Apple Pay transactions in Q3 2018, triple the amount from a year ago.

Based on these figures combined with past Apple reports of yearly Apple Pay [...]

 
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2. August 2018

HomePod Estimated to Have 3 Million Sales and 6% Market Share in United States

The installed base of smart speakers in the United States, including the Amazon Echo, Google Home, and HomePod, has reached a combined 50 million units, according to research firm Consumer Intelligence Research Partners.

CIRP estimates that, of that installed base, the HomePod has increased its market share to six percent as of the second quarter of 2018, ending June 30, implying that HomePod sales have now crossed three million in the United States.

By comparison, the Amazon Echo has 70 percent market share in the United States, with the Google Home at 24 percent, so the HomePod has significant ground to make up, which is to be expected since it only launched [...]

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