There are a few remaining fuzzy spots in the Apple Pay Octopus saga. The story I broke back in December from trusted sources clearly had a Chinese New Year release target. The story went dark but busted wide open again with the Apple Pay JSON server code leak on June […]
Face ID + Face Masks = Lost iPhone Sales
The China only Under-Display Fingerprint Sensor iPhone rumor making the rounds is interesting but the reasons offered for it, and the analysis for lost iPhone sales in China don’t really add up. There is a far simpler explanation: Face ID sucks when you wear face masks. Lots of people in […]
Apple Pay Octopus Launching in Hong Kong with iOS 13 and Apple Maps Transit Integration
Notice: this post is from June 2019, Apple Pay Octopus launched June 2 2020, latest service launch details here Hong Kong iPhone users have waited eagerly for the ubiquitous Octopus transit card to arrive on Apple Pay ever since the first global FeliCa iPhone models were announced in September 2017. […]
Unbundled World
Tim Cook on the 1Q 2019 iPhone sales decline in Japan: In Japan, iPhone purchases were traditionally subsidized, bundled with carrier contracts. Today, local regulations have significantly restricted those subsidies as well as related competition. We estimate less than half of iPhones sold in Japan in Q1 this year were […]
Dear Tim
Dear Tim In uncertain and challenging times it’s more important than ever to look for good opportunities. Here is one for the Japanese market. Did you see that news item from JR East about all those old Osaifu-Keitai models being dropped from Mobile Suica in 2020? That’s a few million […]