Asymco

Measuring bundle strength to estimate potential for iPhone disruption A fasces, from the Latin word fascis, meaning ‘bundle’ is a bound bundle of wooden rods, often including an axe with its blade emerging.

Or, why do cameras have phones?

As prices rose, demand among 2.5 billion consumers rose iPhone 18 Pro is estimated to have had a 12% y/y sales increase in its first week on sale in China, placing first in weekly smartphone rankings, according to Counterpoint Research.

Measuring the iPhone Uno Ten years ago, I noted that the iPhone was the most popular product of all time.

Disrupting the disruptor.

An Office Hours question, September 11, 2026.

Apple sold 1.2 million Macs in China for 10% market share in the second quarter of 2026.

It’s an anomaly.

The Asymmetric Weekly, for the week ending Sunday, Sept 20th.

An Office Hours question asked by Fred S., September 11, 2026.

Today · 4:00–5:30pm ET / 1:00–2:30pm PT · Boston Seaport, and online The second half of the Asymco Office Hours Duo took place on Friday, September 18.

An Office Hours question, September 11, 2026.

An Office Hours question asked by Bob V., September 11, 2026.

An Office Hours discussion, September 11, 2026.

An Office Hours question asked by Fred S., September 11, 2026.

Recording and transcript of the September 11, 2026 of the Office Hours Duo, recorded in Sunnyvale two days after Apple’s September event, the first keynote under John Ternus.

I look at phones, so you don’t have to.

Thoughts just before the Duo launched The smartphone industry has spent much of its history persuading consumers that the device in their pocket could be substantially better.

Reflections on the iPhone Uno The more one thinks about the iPhone Duo the more the “Duo” branding appears to be signifying something beyond two screens or two thousand dollars.

The Asymmetric Weekly Invitations Asymco Office Hours Duo: Sunnyvale and Boston → Two cities, two sessions, two happy hours, marking Apple’s first keynote under John Ternus.

Global smartwatch shipments fell 4% year over year in the second quarter.

Prices for the iPhone 18 Pro and Duo are lower than expected When the iPhone Duo price was announced in the Steve Jobs theater I was the only one applauding.

Two cities, two sessions, two happy hours.

Time to re-frame pricing on a daily basis The launch of the iPhone Duo and the surge in memory pricing has caused a disturbance in the force.

From the Steve Jobs Theater I’m writing while still in the SJ Theater in Cupertino after the end of the event and the media frenzy around the demo devices.

Tough act to follow for iPhone 18?

32% growth as market shrinks Apple moved into third place ahead of Lenovo, with US PC shipments growing 32.1% YoY, supported by a full quarter of MacBook Neo availability.

Part of a pattern Sonera has developed a new sensing modality that non-invasively measures magnetic fields generated by the body, in contrast with the electrical sensing techniques commonly used today.

The Asymmetric Weekly Look Ahead Friday 11 September, Time TBD.

Apple’s AI angle in the enterprise There was a time when Apple’s point to the Enterprise buyer was that Apple products were ultimately more cost effective and productive.

Surgical Precision Stryker recently announced the successful completion of the first hip arthroscopy procedure using its SportSuite Vision application on Apple Vision Pro at Duke Health.

The era of the cheap smartphone has ended Highly anticipated foldable launches from Apple and Huawei Technologies next week are expected to offer a much-needed lifeline to a subdued global smartphone market, which is bracing for an estimated 17 per cent d…