Horace Dediu
Analyst focused on micromobility and automotive disruption; writes on scooters/e-bikes, urban mobility economics, and AV/EV trends.
MacBook Neo Softens Sharp PC Shipment Decline
Q4 PC shipments are expected to fall 20% year-over-year, 11.3% for the full year. If it wasn’t for the MacBook Neo the fall would have been much worse. https://asymco.com/2026/06/03/q4-pc-shipments-are-expected-to-fall-20-year-over-year-11-3-for-the-full-year/
Low‑End Consoles Thrive on Secondary Markets and AI
Low-end, Game consoles, Secondary Markets, Displays and AI - The Asahi Shimbun Interview PART 3 https://asymco.com/2026/05/30/low-end-game-consoles-secondary-markets-displays-and-ai/
Apple Outpaces Europe’s Modest 2% Smartphone Growth
Omdia: Apple grows 9% as European Smartphone Market Grows 2% Market contraction expected for second half of year. Omdia reports that Europe (ex. Russia) smartphone market grew 2% to 33 million units in 1Q26. https://asymco.com/2026/05/26/omdia-apple-grows-9-as-european-smartphone-market-grows-2/
Apple Could Double Device Count to 4.5 Bn in 15 Years
❝If Mr Ternus does “nothing but keep the ship on course”, Apple could almost double its number of devices from 2.5bn globally to 4.5bn over the next 15 years, reckons Horace Dediu... —The Economist https://asymco.com/2026/04/27/the-economist-interview-hints-at-the-future-direction-of-the-company/
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/