Apple Nears First Product Launch of 2022, With 5G iPhone SE and New iPad on Tap

Bloomberg2022-01-24

Apple Inc. is nearing its first launch event of the year, with a new iPhone SE and iPad on tap. Also: The company takes another hit to its App Store business model, and the autonomous car team loses ...

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Also: The company takes another hit to its App Store business model, and the autonomous car team loses ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2022-01-23/when-will-apple-aapl-release-new-iphone-se-5g-and-ipad-air-apple-spring-event-kyrmlang?srnd=technology-vp\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.bloomberg.com/news/newsletters/2022-01-23/when-will-apple-aapl-release-new-iphone-se-5g-and-ipad-air-apple-spring-event-kyrmlang?srnd=technology-vp","article_id":"1130233383","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1130233383","pubTimestamp":1642982786,"sourceInfo":{"source_id":"lsy1584095487587","name":"Bloomberg"},"weMediaInfo":null,"summary":"Apple Inc. is nearing its first launch event of the year, with a new iPhone SE and iPad on tap. Also","collect":0,"end_time":0,"defaultTopTitle":"bloomberg.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果"},"translate_title":"苹果即将迎来2022年首次产品发布会，5G iPhone SE和新款iPad即将上市","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9},"content_text":"Apple Inc. is nearing its first launch event of the year, with a new iPhone SE and iPad on tap. Also: The company takes another hit to its App Store business model, and the autonomous car team loses another top manager.The StartersThe iPhone SE.Source: AppleApple typically follows a pattern of spacing out its new product releases each year.In the spring, it launches updates to its more minor or complementary products. In the summer, it reveals new software and holds its developer conference. Apple then saves major new hardware for the fall.There are two main reasons behind this strategy.One, Apple’s software road map needs to be laid out before the hardware is ready to launch. Customers and developers get a peek at the software in the summer, and then see it in action when the hardware products appear in the fall.The other reason is more financial. By saving major new iPhones, Apple Watches and Macs for later in the year, Apple sets itself up for a strong holiday quarter. If the company veers away from that strategy now, you could see a year-over-year decline during the final three months of the year—a disaster in the mind of Wall Street.Apple’s Tim Cook speaks during the Spring Loaded event last year. Photographer: Daniel Acker/BloombergThis year won’t be any different, and the company is gearing up for its first major event—the appetizer for what could be a feast of new products in 2022. As I wrote in Power On earlier this month, the presentation will be held in March or April. Like the company’s event in April of last year, this year’s launch will probably feature a range of minor updates or complementary products.The April 2021 event ushered in the M1 iPad Pro,AirTags, the latest Apple TV and are designed M1 iMac. So, what about this year?It’s a shoo-in that you’ll see a new iPhone SE, which will probably have a similar design to the current model but a faster processor and 5G support. Given that the iPad Air hasn’t been updated since the end of 2020, I’d say a new version of that product also is possible. Look for that device to get the A15 chip from the iPhone 13, matching the iPad mini from last year.This spring will mark a year since the last iPad Pro upgrade, and that model launched about a year after the 2020 version. But I don’t expect the new model to arrive that quickly this time around.After all, the last two models were essentially new chip and camera upgrades. This year’s iPad Pro will probably have an updated design, with the M2 chip and wireless charging.The 2018 iPad Pro—the last time the company revamped the device—came a year and a half after the previous model. Given the more significant changes in the pipeline for this year, I’d expect the new iPad to come later than the spring.Apple unveils the 2018 iPad Pro with the Apple Pencil at the Brooklyn Academy of Music.Photographer: Stephanie Keith/Getty Images North AmericaBut there’s one wrinkle: Earlier this week, Russian regulatory filings were unearthed for three new iPhone models and nine new iPads. The iPhone documents probably relate to the various iterations of the SE, but nine new models would be far too many for a new iPad Air. Either there’s more than just the Air on tap, or Apple filed its launches for this fall fairly early. We’ll see.What else could be on the menu? I’d imagine Apple wants to bring the M1 Pro chip to another Mac in the first half of this year. That could mean a higher-end Mac mini or iMac.But given Apple’s typical strategy, I’d guess that the revamped MacBook Air and Mac Pro aren’t coming until later this year.To that end, I’m told that Apple is readying the widest array of new hardware products in its history this fall. That makes sense: My back-of-the-envelope list includes four new iPhones, a low-end MacBook Pro, an updated iMac, the new Mac Pro, a revamped MacBook Air, an AirPods Pro upgrade, three Apple Watches, a low-end iPad and iPad Pros.The BenchTinder app on an iPhone.Photographer: Gaia Squarci/BloombergApple takes another hit to its App Store business model—this time in the Netherlands.The cracks in the foundation of the App Store’s business model started showing months ago when Apple settled cases with U.S. developers and Japan’s equivalent of the FTC. Those deals set the stage for developers to better advertise alternative payments for subscriptions and so-called reader apps (media and cloud storage). That meant developers could point users to the web to complete sign-ups, circumventing Apple’s 15% to 30% fees.This past weekend, another shoe dropped. After threats of fines from the Dutch government, Apple agreed to allow developers who sell dating apps on the App Store in the Netherlands to use alternative payment methods. There are some huge caveats, though. The developers will need to create a local app binary that includes what are known as entitlements to circumvent Apple’s in-app purchase system.More importantly, Apple is expecting those developers to still pay a commission. It’s unclear how much they’ll have to shell out (perhaps the developers will get a 1% to 5% discount off the usual commissions) and what the system will actually look like.The fact that Apple will still get paid doesn’t mean this isn’t a big deal. The drumbeat is growing, with other lawsuits and governments trying to pick apart the App Store business model one move at a time.The only real long-term fix will be a fundamental shift that will simultaneously appease governments, developers, users and Apple. Is that possible? Only time will tell, but it’s worth noting that the core of Apple’s model—a 30% fee—is now more than a decade old. What other key part of Apple’s business has lasted that long?One of Apple’s Lexus test cars with its self-driving technology.Source: BloombergDeja Vu? Apple loses another car team manager.I know I’ve written this story probably a half-dozen times (at least), but here we go again. Apple has lost yet another car executive. This time it’s Joe Bass, who, according to his LinkedIn profile, was head of software engineering program management for Apple’s car team until recently.With Bass’s departure, nearly the entire Apple car management team in place just one year ago is gone. Dave Scott, Jaime Waydo, Dave Rosenthal and Benjamin Lyon all left in early 2021. Doug Field, who ran the car team, headed for the exits in September. Michael Schwekutsch, who was in charge of hardware for Apple’s project,soon followed. Then top engineers bolted.Bass had reported to Field before moving under Kevin Lynch, the new head of Apple’s car team.So, where’s Bass heading? You guessed it: Meta Platforms Inc.—along with more than 100 of his ex-Apple peers over the past several months. The wave of departures from Apple to Meta and elsewhere became so significant that Apple started doling out stock bonuses of as much as  $180,000 to important contributors late last year.What does this mean for Apple’s car project? Well, it cements my theory that 2022 is a make-or-break year. If the company is set on unveiling its plans for a fully autonomous car by 2025, they’re going to need to get the ball rolling—with few additional mishaps or departures.The ScheduleShoppers wait in line at the Fifth Avenue Apple Store in New York.Photographer: Victor J. Blue/BloombergJan. 27: Apple shares its holiday results.Tech earnings season is in full swing next week, with Microsoft Corp., Intel Corp. and Samsung Electronics Co. all reporting their numbers. But the main event comes Thursday with Apple. Consumers snapped up plenty of new iPhones, AirPods and Macs during the holiday quarter, and the company is poised to report record sales. But Apple warned that supply-chain woes took a toll during the holidays. Investors and analysts are eager to see if it weathered the challenges better or worse than expected.Post Game Q&AQ:What do you personally think the Apple AR/VR headset will be named?Q:How do you think these App Store controversies will come to an end—or will they ever?Q: Any word if Apple’s upcoming headset will be able to function as an external display for a Mac?","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":630516705,"gmtCreate":1642985729840,"gmtModify":1642985730521,"author":{"id":"3581990957315863","authorId":"3581990957315863","name":"newminted","avatar":"https://static.tigerbbs.com/f7fb0ce2c2c4a88e9708e5c7eaf6cfbf","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3581990957315863","authorIdStr":"3581990957315863"},"htmlText":"Baba","listText":"Baba","text":"Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630516705","repostId":1130233383,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7204009,"gmtCreate":1642985736547,"gmtModify":1642985736575,"authorId":3581990957315863,"author":{"id":3581990957315863,"idStr":"3581990957315863","authorId":3581990957315863,"name":"newminted","avatar":"https://static.tigerbbs.com/f7fb0ce2c2c4a88e9708e5c7eaf6cfbf","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":630516705,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":14,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1130233383"}