Horace Dediu
Analyst focused on micromobility and automotive disruption; writes on scooters/e-bikes, urban mobility economics, and AV/EV trends.
Mac and iPad Sales Surge 15‑16% in China Q4
Analysis: Mac grew 16% and iPad grow 15% in China in the fourth quarter of 2025 https://asymco.com/2026/04/03/analysis-mac-grew-16-and-ipad-grow-15-in-china-in-the-fourth-quarter-of-2025/
Businesses Can Survive Their Found
Can a company outlive its founder? Microsoft at 51, Apple at 50 and The Auteur Theory of Business https://asymco.com/2026/04/06/can-a-company-outlive-its-founder-microsoft-at-51-apple-at-50-and-the-auteur-theory-of-business/
Apple’s Future iPhone: Simpler, No Dedicated AI Executives
The iPhone 50 years from now – and why Apple won’t have AI execs https://asymco.com/2026/03/31/the-iphone-50-years-from-now-and-why-apple-wont-have-ai-execs/
IPhone Boosts Retention, Purchase Intent, and Service Growth
Survey shows iPhone improved retention, purchase intent, growth in services, service pricing, product mix, foldable upside https://asymco.com/2026/03/30/survey-shows-iphone-improved-retention-purchase-intent-growth-in-services-service-pricing-product-mix-foldable-upside/
Apple’s Revenue Evolution: From Concentration to Diversified Services
Apple Product Segment Contribution to Revenues A 20-year Perspective Stage 1: Apple Inc. Mac + iPod Stage 2: iPhone (+iPad) iOS devices grows to be > 50% of Apple Revenue Massive growth, risk of concentration Stage 3: Wearables Watch, AirPods Applying the Cook Doctrine Stage 4: Services Recurring revenue, Diversified What...
Apple's Active Devices Grow Steadily Amid Fierce Competition
Active Apple devices have been growing linearly for years, quarter after quarter, a remarkable feat considering the fierce competition.
Apple App Store Earnings Surpass Global Box Office Fourfold
Apple App Store billings are greater than 4 times the total Box Office globally. https://asymco.com/50
Apple’s Next 50: Unprecedented Scale Beyond 5 Billion Devices
The Next 50 Make no small plans 50 already? It seems only a blink of an eye since I wrote Apple at 40. Let’s try copy & paste. In Apple’s first 40 50 years it shipped 1,591,092,250 5,126,211,000 computers. This … https://asymco.com/2026/03/23/the-next-50/
Apple Gains 23% in China as Market Contracts
Apple’s China smartphone sales jump 23% as overall market fell 4% to start 2026 https://asymco.com/2026/03/20/apples-china-smartphone-sales-jump-23-as-overall-market-fell-4-to-start-2026/
MacBook Neo Could Add 0.5% Revenue, Target Students
MacBook Neo May Boost Revenue By 0.5% While Expanding Into Student Market – Gene Munster https://asymco.com/2026/03/09/apples-599-macbook-neo-may-boost-revenue-by-0-5-while-expanding-into-student-market-gene-munster-says/
Apple's AI Hardware Push Could Lift Stock 33%
Apple’s AI Hardware Blitz Could Send The Stock 33% Higher, Says Wedbush’s Dan Ives https://asymco.com/2026/03/09/apples-ai-hardware-blitz-could-send-the-stock-33-higher-says-wedbushs-dan-ives/
Windows on Mac Makes macOS Redundant?
I remember when Windows on a Mac was first available from Apple many said it would be the end of macOS. You could now run Windows on a nice machine. Why bother running anything but Windows.
Tesla's EU Market Share Drops to 0.
Tesla's market share in EU, UK, EFTA in January fell to 0.8% vs 1.0% last year. Tesla BEV market share now at 4.3%.