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CIRP - Apple Report: CIRP - Apple Report | Michael Levin and Josh Lowitz | Substack

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The iPhone Duo is finally available. Presales started last week, and we should start to see actual units in the wild, even if supply is reportedly highly constrained.

Initial reviews suggest the user experience comes close to using an iPad, at least when iPhone Duo is open to its full display. This prompted a question: if using an iPhone Duo feels like using an iPad, wi...


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Apple is of course known for its rabidly devoted customers, who live in the ecosystem and buy anything Apple sells. Apple is counting on that devotion to sell a new foldable iPhone for $2,000 or more, and a smart home screen that costs significantly more than the competition from Amazon and Google.

CIRP tracks loyalty. We ask new phone buyers about their last phone, too...


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A version of this report is also coming to our Amazon Substack. This is an area of direct competition between the two Magnificent Seven companies we cover most closely.

Last week Amazon announced the complete revamp of their tablet business with Alexa Tablets replacing Fire Tablets. The new models offer advanced specs at much higher prices. To our surprise, Amazon appea...


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Even before we start talking about this month’s iPhone Duo, with recent price increases, new iPhones carry a hefty price. The new iPhone 18 Pro starts at $1,199 and tops out over $2,399 with 2 TB of storage. iPhone 18 Pro Max models are $200 more.

As consumers confront escalating prices, more appear to consider the option of buying a used iPhone. Once, a buyer would fin...


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