Apple's first touchscreen, tandem-OLED MacBook Pro is due by the end of November with M5 Pro and M5 Max chips, Bloomberg's Mark Gurman reports. For fleet buyers, the decision depends on who carries the laptop every day and whose work can wait for the next chip generation.
Perspective Coverage
8 publishers
- Builder
- Builder 14%
- Operator
- Operator 66%
- Investor
- Investor 20%
Reality
- Evidence30
- Adoption
- Not scored
- Hype gap+20
- Incentives
- Not scored
- Confidence55
Gurman says Ternus's first Apple keynote felt interchangeable with a Tim Cook keynote
Bloomberg's Mark Gurman says Ternus led with a phrase, "intelligent personal hub". That is what the AI half of the keynote handed developers; the hardware half handed them Apple's first foldable, a hardware fact to design against.
Reality
- Evidence60
- Adoption18
- Hype gap+20
- Incentives62
- Confidence55
Ternus names the iPhone as the ideal AI device in his first keynote as Apple CEO
Ternus told his first keynote as chief executive that the ideal AI device already exists. The hub Apple insiders expected instead has been waiting on an assistant Apple leases from Google and cannot yet sell in the EU.
Reality
- Evidence48
- Adoption30
- Hype gap+35
- Incentives70
- Confidence45
Bloomberg's Mark Gurman expects Apple to follow the iPhone Duo with a bigger Duo Max and possibly a stripped-down Duo SE or a clamshell Duo Mini. The shipping Duo is the only one of them anyone can measure.
Reality
- Evidence30
- Adoption20
- Hype gap+45
- Incentives68
- Confidence55
Counterpoint's foldable forecast puts Apple near 1.4% of handsets sold next year
Bloomberg's Mark Gurman predicts most new phones will fold within a decade, while Counterpoint Research's nearer forecast leaves foldables under 4% of the market at the end of next year. Tooling gets priced against the nearer one.
Reality
- Evidence28
- Adoption12
- Hype gap+35
- Incentives62
- Confidence42
Gurman's October window puts the OLED iPad mini outside next month's iPhone event
The report relayed by 9to5Mac says the redesigned mini should be on sale by the end of October, which hands accessory makers and fleet buyers a dated window for a new panel and a shell nobody has measured.
Reality
- Evidence22
- Adoption15
- Hype gap+35
- Incentives62
- Confidence58
Gurman says Apple built and tested a shorter Pencil that clipped to the side of its foldable, then dropped it because that edge is where the hinge and your hand already are. That settles how to scope apps for it.
Perspective Coverage
3 publishers
- Builder
- Builder 43%
- Operator
- Operator 27%
- Investor
- Investor 30%
Reality
- Evidence34
- Adoption
- Not scored
- Hype gap+24
- Incentives61
- Confidence63
Bloomberg's Mark Gurman says Apple is rearranging store Avenues and adding accessory bays this fall. Fixtures are paid for in advance, which is why the schedule tell is credible.
Perspective Coverage
3 publishers
- Builder
- Builder 37%
- Operator
- Operator 32%
- Investor
- Investor 31%
Reality
- Evidence42
- Adoption
- Not scored
- Hype gap+30
- Incentives62
- Confidence58