The Apple iPhone 7 Event with Sameer Singh

The Apple iPhone 7 Event with Sameer Singh
Sameer Singh and I discussed the recent Apple iPhone 7 event on 7 Sep 2016 and whether the smartphone markets is undergoing structural changes across Asia.

Sameer Singh from joined us for a two parter conversation on the recent major events in technology & their impact in Asia. In this episode, we discussed the recent announcements which came out of the Apple iPhone 7 event and their implications to the smartphone industry. We also examined whether the new iPhone offered us a glimpse in the upgrade cycles and whether the smartphone is undergoing a major structural change across Asia. Finally, we take a look at Apple’s approach in the home and automotive market.

Here are the interesting show notes and links to the discussion (with time-stamps included):

  • Sameer Singh (@sameer_singh17,, Industry Analysis Director for App Annie
    • Since we last spoke, what has Sameer been up to? [1:07]
  • Post Apple Event at 7 Sep 2016 [1:34]
    • What are the key announcements that came out of the Apple Event on 7 Sep 2016? [1:49]
      • iPhone 7 – Incremental Upgrade, Pricing – Incremental Upgrade, Pricing. (storage capacities)
      • Apple Watch Series 2 – Incremental Upgrade, Pricing, waterproofing. (storage capacities)
      • AirPods
      • Niantic with Pokemon Go watch app and Nintendo Super Mario game in iPhone.
    • What insights do the new Apple phone provide to the upgrade cycles and the underlying structural changes in the smartphone market with the ASPs for iPhones has gone up by $20? [4:09]
      • iPhone sales decline by 35% in India in Q2 2016. Do note that India never has a iPhone 6 bump. [6:40]
      • On the defensive: Apple says they won’t release first weekend pre-order numbers as “they are no longer representative” – What does this hint about supply and demand on the Apple iPhone 7? [8:23]
    • What are the important announcements that happened during this event pertaining to industry and to Asia? [9:40]
      • Are the features for the iPhone really for the future (ref: Jan Dawson), given the incrementalism? [9:58]
      • Apple trying to increase prices (Apple Watch Series 2 and iPhone 7 Plus) – Attempting to follow iPad Pro formula, raise ASPs among declining volumes. [11:50]
      • How Apple is adopting the FeliCa standards for their phones and watches in Japan and moving towards other regional standards. [13:17]
      • AirPods – Phil Schiller’s “courage” comment. [15:32]
      • W1 chip – a sign of Apple’s thinking about chip design and Internet of Things. [17:00]
      • Tendency of early adopters to go for products close to science fiction. Is voice U/I the next platform for developers? [18:30]
      • Amazon Echo, Amazon Prime and why it is gaining market share with Voice U/I. [19:30]
    • What’s Apple strategy for the home? Any hints from the event. [22:12]
    • Apple Car: Is it going to happen or not? (Source: NY Times) [23:30]

Podcast Information:

The show is hosted by Bernard Leong (@bleongcw) and are sponsored by Ideal Workspace (Twitter, Facebook and LinkedIn) with their new Altizen Desk on Indiegogo (Twitter, Facebook, Medium). Also check out Ideal Workspace’s new standing desk, Altizen and sign up for their mailing list. Sound credits for the intro music: Taro Iwashiro, “The Beginning” from Red Cliff Soundtrack.