Key takeouts from the Apple special event with a little bit of analysis
First presentation by Angela Ahrendts. There is a question of why she hadn’t presented at previous keynotes. My read on it is that that the revenue per square foot metric beloved of retail analysts will tumble. Apple seems to be taking the mall companies idea of shopping as entertainment and doing it for their individual stores.
Town hall – what they call the stores internally, bigger focus on engagement rather than transactions – is this an effort to try and recapture cool?
- Plaza – public private spaces outside the store if possible, interesting implications on future store placements – probably less in malls
- Forum – open plan internal space
- Boardroom – private space focused on developer relations, was probably the most interesting push. Stores are being given a stronger push as embassies for developer relations.
- Creative Pro – Apple genius for the creative apps, probable mix of amateur and professional audiences addressed
- Today at Apple – driven by Creative Pro staff to focus on creating more usuage of key offerings i.e. photo walks – think Nike Running Club. Also includes teacher outreach
- Genius grove – the genius bar but with plants presumably to try and break up the overall store noise
- Avenues – wider aisles that products are on
Continued retail expansion in the US including Chicago – interesting that international expansion wasn’t mentioned.
- 50% yearly growth – the series 2 fixed many of the hygiene factors wrong with the first version
- 97% customer satisfaction – health seems to be driving this
Health features: focus on heart rate monitor and getting proactive about flagging elevated heart rate. Also focusing on heart rhythm changes as well.
watchOS 4 out September 19 available to all customers. Interesting that they didn’t drill into some of interesting features on watchOS 4 using Siri
Series 3 Apple Watch with cellular built in. Your Dick Tracy fantasies are alive. Apple thinks that people will leave their phones at home and bring their Apple Watch. They also see it as killing the iPod Nano with wireless music playback. I am yet to be convinced.
Apple added a barometric sensor; usage example was focused on health and fitness rather then locative apps. Not a great surprise given that these sensors have been in premium G-Shocks for a good while.
Apple used specially designed lower power wifi and Bluetooth silicon. But no news about who is making the cellular modem. The SIM is embedded on the motherboard and presumably a software update? These changes could have interesting implications for future phones?
Interesting carrier partnerships, in particular all three of China’s mobile carriers, but only EE in the UK?
- Apple TV now supports 4K, unsurprising hardware upgrade and includes high dynamic range – Apple is following the TV set industry’s lead
- More interesting is the amount of content deals Apple has done with studios, in particular keeping the price point of 4K HDR content the same as was previously charged for HD content.
- Interesting TV partnerships but no major UK TV stations only Mubi
- Emphasis on easy access to sports on the Apple TV would wind up cable companies further
- Apple TV was also positioned as the control interface for HomeKit smarthome products. There was no further update on HomeKit in the presentation
iPhone 8 incremental changes
- Wireless charging with glass back. The steel and copper reinforcement of the glass is probably to help with the induction charging
- Incremental improvements in picture quality. Bigger focus on AR including new sensors.
- Positioned as future direction for iPhones. Biometric face ID is clever but has issues. I wonder how it will work with facial hair or weight gain – Apple claims that it will adapt. Apple also claims to be able to detect photos and masks. It’s also used for face tracking in AR applications with some SnapChat lens demos.
- As with Touch ID, there is a PIN code if your face doesn’t work. I have found that Touch ID doesn’t work all the time so you need that PIN back up.
- The notch at the top poses some UX / design issues and the industrial design implies case free usage which will be a step away from usual iPhone usage.
- What isn’t immediately apparent to me is the user case for the iPhone X versus the iPhone 8 plus?
What was lacking in the iPhone presentation was a celebration of all in the changes in iOS 11 under the hood.
A11 – Bionic chip in the iPhone 8 and X
- Includes new integrated GPU for machine learning and graphics. This explains why Imagination Technologies are in trouble
- New image sensor processingThe A11 processor has a hardware neural network on the chip for the iPhone X – unsure if its also usable on the 8
Apple’s moves to embrace, co-opt Qi wireless charging and build a super-standard on top of it will likely wind up members like Qualcomm and Huawei. How much of this is down to user experience and how much is down to the desire to get Apple IP in the technology stack?
Apple is left with a large product line of iPhones: SE, 6 series, 7 series, 8 series and the X