342: The Opposite of Con

Key takeaways

Apple’s September event is likely to focus on iterative hardware updates for iPhone and Apple Watch, with possible new materials and features but no radical redesigns.
Speculation suggests new iPhones will follow similar form factors, with potential improvements in camera, materials, and small design tweaks like notch size or charging ports.
The Apple Watch Series 5 may receive minor upgrades like new materials, performance boosts, and improved wireless performance, but major redesigns are unlikely.
iPads are expected to see updates, but possibly delayed to a separate event in the fall or spring due to the irregular update cadence.
Apple is anticipated to heavily promote its services, potentially with bundled offerings, but full pricing and details might be saved for a future event.
Colors and materials remain a significant area of interest, especially for high-end models, with discussions around titanium, ceramic, and custom options.
Apple’s branding continues to favor the use of 'Pro' for high-end models, and the naming conventions may align with previous patterns or evolve in subtle ways.

Summary

Apple Event Predictions and Expectations

The hosts discuss expectations for Apple's upcoming September event, focusing on new iPhones, potential models, and the likelihood of new colors and designs. There is speculation about the naming conventions, with insights into how Apple traditionally uses 'Pro' and the potential for different sizes or special editions. The conversation also touches on potential hardware updates like smaller notches, USB-C, and camera improvements, along with discussions about traditional fan favorites like fun colors and materials.

Hardware Updates for iPhone and Apple Watch

In this section, the focus is on what hardware changes might come with the new iPhone and Apple Watch models. The hosts debate whether features like a smaller notch, in-screen fingerprint sensor, or increased camera capabilities will appear. There’s also anticipation of a new Series 5 Apple Watch, with meaningful upgrades possibly revolving around performance, battery life, materials such as titanium or ceramic, and potential new features like always-on display or better wireless connectivity.

iPads and Peripheral Apple Devices

There’s an acknowledgment of the irregular update cycle of iPads, with speculation that new models, especially the iPad Pro, might get delayed or announced later in the year or at a separate event. The discussion includes expectations about processor upgrades, design continuity, and the possibility of new colors or features, but nothing concrete is expected during this specific event.

Apple Services and Bundling Strategies

The hosts analyze the likelihood of Apple introducing or emphasizing its suite of services, including Apple TV+, Apple Arcade, iCloud, and others. There's a lot of speculation about whether Apple will announce bundled pricing, new subscription offers, or iPhone upgrade programs with integrated services. The debate covers whether Apple will reveal detailed pricing or focus on hype, with considerations about how this impacts their brand image and revenue model.

Additional Hardware and Accessories

Speculation extends to new accessories like titanium or ceramic Apple Watch casings and possibly new bands or customization options. The hosts discuss the potential for continued design evolution, including lighter, more durable materials, and the hardware features that could make wearables more reliable and powerful, especially for activities like swimming or fitness tracking.

Overall Framing and Market Strategy

Throughout the discussion, the underlying theme is how Apple balances new hardware evolution versus revolutionary changes. There’s debate about whether the upcoming products will be considered major updates or incremental improvements. The hosts reflect on Apple’s branding, naming conventions, and market positioning, emphasizing that Apple’s focus on high-end, premium features remains. They also touch on the importance of colors, materials, and strategic offerings to maintain consumer interest and competitive edge.

Show notes

Casey, DMB, and Sirius XM
Follow-up:
- Drawbacks to Apple using opt-in privacy
- Apple card activation videos
  - ≤ iPhone X
  - ≥ iPhone XS/XR
- Credit cards advertising based on the weight of the cards
- Kerf bespoke Apple Card cases (via The Kavalier)
  - dbrand Skin
Apple September Event
Post-show: The Summer of Marco