Apple vs Amazon – Who had a Bigger Device Day?

TL;DR

Apple released the new iPhone XS and XS Max, while Amazon unveiled a range of new Echo devices, including a microwave and a clock.

Transcript

Welcome to industry focus the podcast that dives into a different sector of the stock market every day is Friday, September 21st We're talking about some hot new consumer tech releases from some big tech companies I'm your host Dylan Lewis, and I'm joined on skype by senior tech specialist Evan knew Evan it's nice to chat again. It's been a little ... Read More

Key Insights

• 🔊 Apple's pricing strategy for iPhones focuses on increasing average selling prices rather than unit growth, resulting in higher revenue despite stagnant unit volumes.
• 🙃 The iPhone XR, launching in a month, is expected to be a strong product with a more affordable price point, which could offset any upside from higher ASPs.
• 👪 Amazon's expansion into hardware, particularly in the smart home and audio categories, competes with companies like Sonos and poses a challenge to established players in these markets.
• 🥺 Amazon's strategy of getting into consumers' homes with devices like the Echo and Alexa has proven successful, as it leads to increased spending on the Amazon platform.

Questions & Answers

Q: What are the key differences between the iPhone XS and XS Max?

The iPhone XS and XS Max have the same specs, but the XS Max features a larger 6.5-inch display and starts at a higher price point of $1,100.

Q: Is it worth upgrading to the iPhone XS if I already have the iPhone X?

Unless you specifically want a larger screen, the incremental improvements in the iPhone XS may not justify the high cost of upgrading from the iPhone X.

Q: What new features does the Apple Watch Series 4 offer?

The Apple Watch Series 4 features a thinner case, larger display, and new health-related features such as electrical heart sensors for taking an ECG from your wrist.

Q: How is Amazon expanding its presence in the consumer tech market?

Amazon unveiled new Echo devices, including the Echo Dot, Echo Plus, Echo Show, and Echo Auto, as well as an Echo Sub for improved audio experience. They are also introducing devices such as an Alexa-controlled microwave and clock.

Summary & Key Takeaways

• Apple launched the iPhone XS and XS Max, which feature larger displays and increased storage options, pushing pricing even higher.

• The iPhone XS and XS Max offer incremental improvements over last year's models, making it less compelling for current iPhone X owners to upgrade.

• Apple also unveiled the Apple Watch Series 4, featuring a thinner case, larger display, and new health-related features.

• Amazon introduced a range of new Echo devices, including the Echo Dot, Echo Plus, Echo Show, and Echo Auto, as well as an Echo Sub for enhanced audio experience.