“Interesting resilience with the iPhone and slightly better support for the iPad price,” Dediu writes. “What does it mean?”
Dediu writes, “The clue comes from the fact that [with iPhone, as opposed to iPad] the consumer is not the only buyer. It’s operators who buy and re-price the product. They are hiring the product to sell broadband and the newest variant is still the best hire to do that job. This observation is crucial to understanding the growth dynamics of the iPhone and consequently, of Apple itself.”
Read more in the full article – highly recommended – here.