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Horace Dediu’s analysis of business models, disruption, and technology adoption (Apple and beyond).

Apple Pay Aiming Launch in India This Year
News•Feb 26, 2026

Apple Pay Aiming Launch in India This Year

Apple plans to roll out Apple Pay in India by the end of 2026, pending regulatory clearance and fee agreements with card issuers. The launch will include the Tap to Pay on iPhone feature, enabling NFC‑based contactless payments at retail terminals. Apple is actively negotiating with Indian banks, the Reserve Bank of India, and major card networks to meet local compliance requirements. The move targets India’s massive smartphone base, estimated at over a billion users.

By Asymco
Apple to Start Assembling Mac Mini in the United States This Year
News•Feb 24, 2026

Apple to Start Assembling Mac Mini in the United States This Year

Apple will begin assembling the Mac mini in the United States in 2026, a notable shift for a product that makes up about five percent of global Mac sales. The 2024 redesign introduced the first major update since 2010, pairing...

By Asymco
A Resource for AVP News
News•Feb 24, 2026

A Resource for AVP News

A Reddit‑based weekly roundup, Last Week in AVP #107, aggregates the most compelling Apple Vision Pro (AVP) news, reviews, and videos into a single, ad‑free page. The edition highlights Apple’s potential immersive Formula 1 demo at the March 4 event, teases the...

By Asymco
Here’s Why Demand for Macs Has Spiked
News•Feb 24, 2026

Here’s Why Demand for Macs Has Spiked

Apple’s Mac lineup is experiencing unprecedented demand, pushing US lead times to two‑four weeks, the longest in years. The Mac Studio now has a 27‑day wait, followed by the M4‑powered MacBook Pro at 23 days and the Mac Mini at...

By Asymco
Apple’s App Store Growth Is Reaccelerating
News•Feb 23, 2026

Apple’s App Store Growth Is Reaccelerating

Apple’s App Store revenue accelerated in February, posting a 9% year‑over‑year increase, according to Morgan Stanley. The growth represents a 230‑basis‑point acceleration from January and puts quarter‑to‑date revenue up 7.5%, just shy of the firm’s 8% March‑quarter forecast. The boost...

By Asymco
Are Solid State Batteries Finally Here?
News•Feb 23, 2026

Are Solid State Batteries Finally Here?

Donut Lab has engaged Finland’s VTT Technical Research Centre to independently measure the performance and key characteristics of its solid‑state battery prototype. VTT will conduct the tests, document procedures, and publish full reports alongside detailed video walkthroughs. The results are...

By Asymco
Bankers Complain that Apple Has a Tight Grip on Mobile Payments
News•Feb 20, 2026

Bankers Complain that Apple Has a Tight Grip on Mobile Payments

Apple Pay, Google Pay and Samsung Pay dominate Canada’s mobile payments, capturing roughly 90% of phone‑based transactions. The Canadian market, valued at about $1.39 billion in 2024, is forecast to surge to $20.48 billion by 2030. Major banks such as RBC, Scotiabank...

By Asymco
Secure the Chips, Absorb the Costs, and Grab More Market Share
News•Feb 19, 2026

Secure the Chips, Absorb the Costs, and Grab More Market Share

Analyst Mark Newman raised Apple’s price target amid rising memory‑chip costs, noting that component inflation could lift iPhone prices by up to 15 %. Despite higher production expenses, Apple’s strong ecosystem and execution are expected to protect earnings. The analyst also...

By Asymco
Apple in Europe: How Many iPhone Switchers Are Addressable in the Near Term?
News•Feb 18, 2026

Apple in Europe: How Many iPhone Switchers Are Addressable in the Near Term?

Apple’s Q4 2025 results reveal Europe generated $38.1 billion in net sales, a 12.7 % year‑over‑year rise that now makes the continent a larger revenue source than Greater China. The growth stems largely from the iPhone 17 lineup, yet Apple’s earnings calls continue to...

By Asymco
Apple Adds Video Experience to Apple Podcasts
News•Feb 17, 2026

Apple Adds Video Experience to Apple Podcasts

Apple announced that its Podcasts app will support full video podcasts using HTTP Live Streaming technology, rolling out in spring 2024. The update adds a seamless viewing experience alongside existing audio features such as playback speed controls, automatic chapter creation...

By Asymco
What Is Apple’s Investment Narrative?
News•Feb 10, 2026

What Is Apple’s Investment Narrative?

Apple’s latest quarter delivered $143.76 billion in revenue and $42.10 billion net income, propelled by strong iPhone 17 demand and a rebound in China. The company is betting on deeper ecosystem integration through AI‑enhanced features across devices and an expanding services portfolio. A...

By Asymco

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