Daniel Eran Dilger

Why iPad Pro's LiDAR is a big step for Apple in computer vision and AR

The new LiDAR camera sensor that debuted in Apple's latest iPad Pro this week is an enhancement upon the depth sensing TrueDepth front-facing imaging array that first made its appearance on iPhone X in late 2017. This year as it arrives on iPhone 12, LiDAR appears to set to achieve a massive installed base of tens of millions of users. Here's why that's important.

Daniel Eran Dilger
Why iPad Pro's LiDAR is a big step for Apple in computer vision and AR
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Editorial: Apple's impact from social distancing in 2020

Just a few months ago, Apple was gearing up to climb onto the gigantic shoulders of its blockbuster iPhone 11 launch to deliver another massive annual upgrade to its Macs, iPads, audio devices, wearables, and the upcoming new iPhone 12. Then the world ground to a halt in an unprecedented way. Here's how Apple can make the most positive impact possible in this year of social distancing.

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Editorial: Apple's impact from social distancing in 2020
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A8, A8X: How Apple's custom silicon hit Samsung with a one-two punch

The year 2014-- when Apple debuted its A8 chip-- might seem like the distant past. Yet it marked a turning point in Apple's struggles with Samsung and created a much larger new playing field for iOS carved from former Android users. Here's why that matters.

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A8, A8X: How Apple's custom silicon hit Samsung with a one-two punch
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Editorial: No WSJ, Apple isn't stuck in China

After years of false reporting that demonstrated a complete lack of understanding of Apple's supply chain or even the value of its operational expertise, Tripp Mickle of the Wall Street Journal is back, this time with a story about how foolish Apple was to rely on Chinese manufacturing and how hopelessly desperate its plight now is, due to the coronavirus outbreak. He's wrong, here's why.

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Editorial: No WSJ, Apple isn't stuck in China
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Panicked selling of AAPL lets Apple buy back billions cheaply

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Panicked selling of AAPL lets Apple buy back billions cheaply
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Apple drives both premium iPhone sales, global production in India

The idea Apple was failing to establish itself in India —and outsold by Samsung and Chinese brands —has been overturned by new research showing that iPhone ate up over 75% of all premium smartphone sales in the subcontinent in the fourth quarter, while also posting strong iPad, Apple Watch, and AirPod sales. Along with "double-digit" growth, Apple is also expanding its production in the subcontinent for audiences globally.

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Apple drives both premium iPhone sales, global production in India
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Why Apple's guidance correction is causing less panic versus 2019

For the second time in two years, Apple has issued a correction to its revenue guidance. After looking foolish for sensationalizing Apple's downfall last year, analysts and tech media reporters are exercising more caution in their coverage of how business interruptions by the coronavirus might affect the company.

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Why Apple's guidance correction is causing less panic versus 2019
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Huawei hit with coronavirus in China, new criminal charges in U.S.

There's lots of bad news piling up for Huawei, the firm often considered to be Android's best hope of challenging Apple's leadership in smartphone design and business competency.

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Huawei hit with coronavirus in China, new criminal charges in U.S.
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Coronavirus to hit Android makers hardest

As Apple deals with interruption of the COVID-19 epidemic in China, its Android competitors face all the same issues; except that they make far less money and operate on much thinner margins across fragile shipment volumes.

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Coronavirus to hit Android makers hardest
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Microsoft's Surface Duo suffers a Face ID-style demo failure, nobody cares

Microsoft's demo of its upcoming Surface Duo completely flopped during its developer day event yesterday, calling to mind Apple's embarrassment at the launch of iPhone X.

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 Microsoft's Surface Duo suffers a Face ID-style demo failure, nobody cares
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Why Apple's supply chain is prepared for China's coronavirus

The outbreak of a new pneumonia variant infecting tens of thousands of people, currently centered in China, has stoked fears that Apple would be dramatically affected both from lost sales in its second most important market, and interruptions to its component supply chain.

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Why Apple's supply chain is prepared for China's coronavirus
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Why did Apple buy up another $20B in stock at record highs?

Since 2012, Apple has been buying back its shares at an extraordinary rate, often exceeding $10 billion-- and frequently approaching $20 billion-- per quarter. Now that its stock has doubled across the last year, why is it continuing to snap up shares? 

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Why did Apple buy up another $20B in stock at record highs?
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Apple officially acquired NeXT 23 years ago, changing everything

23 years ago Apple Computer, Inc. was struggling to survive in a PC world centered around Microsoft Windows. Things began to change after Apple acquired NeXT in a surprise deal that was announced in the last week of 1996.

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Apple officially acquired NeXT 23 years ago, changing everything
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WSJ reported Apple was headed for a slump before one of the biggest rallies ever

As Apple gets ready to report its 2020 Q1 earnings, the Wall Street Journal has switched its gears from incessantly claiming that the company was 'headed for a prolonged slump' to backhandedly acknowledging that its own coverage of Apple has for years been totally wrong—albeit without taking any responsibly for its role in stringing together trite, false media narratives of doom that portrayed Apple as being on the verge of collapse. 

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WSJ reported Apple was headed for a slump before one of the biggest rallies ever
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Investors are waking up to Apple's new valuation

Apple's shares have more than doubled over the last year, but the rapid increase isn't just the result of some temporary irrational exuberance. Instead, as a variety of analysts and observers have noted, it means that investors have formed a new understanding of Apple as a company, shedding their formerly bleak pessimism that valued Apple far lower than the various consumer electronics rivals it has been outperforming. 

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Investors are waking up to Apple's new valuation
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Apple shares shrug off war threat as analysts scramble to raise their targets

Apple shares rebounded in pre-market and regular session trading on Wednesday, January 8, as investors appeared to shrug off the potential of escalating tensions between the United States and Iran. 

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Apple shares shrug off war threat as analysts scramble to raise their targets
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Pro Display XDR and Apple's Grand Stand

To content bloggers, it was an outrage that Apple's new $5,000 display dared to ship separately from its bespoke $999 aluminum stand. How dare Apple charge so much without some elaborate scheme to hide the real price?

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Pro Display XDR and Apple's Grand Stand
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How Apple survived the flawgic-filled 2010s, butterflies and all

It's been a wild decade. Ten years ago, Apple was perched at what was imagined to be the peak of iOS, surrounded by Windows PC vendors, Android phone makers, and a chirping brood of analysts and pundits all tweeting the perils Apple faced-- now that its competition was about to get Really Serious. Incredibly, these clowns-of-a-feather are still making their honking sounds together ten years later.

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How Apple survived the flawgic-filled 2010s, butterflies and all
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A6X: How Apple's iPad silicon Disrupted mobile video gaming

In order to maintain its momentum in tablets with iPad, in 2012 Apple completed two additional new custom silicon projects specifically for its tablets. These reached—and then exceeded—the graphics of Sony's PlayStation Vita, then the state-of-the-art in handheld video gaming. Here's a look at how Apple 'embraced and extended' mobile gaming.

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A6X: How Apple's iPad silicon Disrupted mobile video gaming
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A6: How Apple's custom silicon and iOS optimized each other

After delivering just its first two generations of its ARM processors, Apple was already recognized as a leading mobile silicon designer. Its next moves surprised the industry and began to reveal a strategy of tight vertical integration from silicon to OS that other device makers couldn't match—and didn't even seem to see as important until it was too late.

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A6: How Apple's custom silicon and iOS optimized each other
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New 16-inch MacBook Pro reveals Apple's future direction

Apple's decision to radically redesign its largest and most powerful MacBook Pro just six months after its last refresh tells us a lot about how the company plans its hardware strategy and what factors drive its engineering.

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New 16-inch MacBook Pro reveals Apple's future direction
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Apple's new 16-inch MacBook Pro is built to blaze through pro workflows

Apple’s new 16-inch MacBook Pro is designed to replace the company's legacy 15-inch MacBook Pro at existing price points, while delivering a larger, enhanced display, a new a Magic Keyboard, superior sound, and Intel Coffee Lake processors.

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Apple's new 16-inch MacBook Pro is built to blaze through pro workflows
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On its own, AirPods could be a $175 billion enterprise

If a private company was performing the way Apple's AirPods are in terms of rapid sales growth in units and revenues with strong margins, it could be valued at $175 billion next year, making it the 32nd largest company in the U.S.

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On its own, AirPods could be a $175 billion enterprise