Notices by Asymco (asymco@mastodon.social)

The Norwegian sovereign fund value is about $400,000 per Norwegian citizen. Not far to go before every Norwegian man, woman and child is a millionaire.

iPhones sales in China grew 3% year-over-year over the May Day holiday

3% growth in a 16% declining market China’s smartphone sales declined 16% year-over-year (YoY) around the May Day holiday, mainly due to higher memory-driven prices dampening upgrade demand, according to new data from Counterpoint Research. However, Apple grew 3% YoY during the May Day period, although it experienced a typical sequential slowdown as the iPhone 17 lineup entered a more normalized…

https://asymco.com/2026/05/24/iphones-sales-in-china-grew-3-year-over-year-over-the-may-day-holiday/?utm_source=mastodon&utm_medium=jetpack_social

Apple’s iPhone 17 was the world’s best-selling smartphone in quarter one of 2026. iPhones where first, second, third and sixth most popular phones during the first quarter.

https://asymco.com/2026/05/06/iphones-where-first-second-third-and-sixth-most-popular-phones-during-the-first-quarter/?utm_source=mastodon&utm_medium=jetpack_social

What Apple Guidance suggests:

Revenues: $108.7b, +16%
EPS: $1.921, +22.5%
GM: 48.5%
iPhone: +19%
Mac: +18%
iPad: -3%
Wearables & Home: +4%
Services: +16%

Customer satisfaction for Mac was 97%. Half of customers buying an iPad are new to the product. Most of these new customers are in emerging markets. Customer sat for iPad at 98%.

Apple's Vision Products Group is expanding, not contracting.

https://asymco.com/2026/04/30/the-vision-products-group-expanding/?utm_source=mastodon&utm_medium=jetpack_social

iPhone vs Android Switching Rates

Bitchin' ain't Switching SellCell’s Smartphone Loyalty Survey 2026 shows iPhone and Android loyalty at record highs, but Android users still switch more. Key findings iPhone loyalty stands at 96.4%, up from 91.9% in 2021 iPhone switching stands at 3.6% Android loyalty stands at 86.4%, with switching at 13.6% Android users are nearly four times more likely to switch than iPhone users…

https://asymco.com/2026/04/18/iphone-vs-android-switching-rates/?utm_source=mastodon&utm_medium=jetpack_social

Gartner adds their Mac Q1 estimate to the pile https://asymco.com/2026/04/11/gartner-adds-their-mac-q1-estimate-to-the-pile/

Active Apple devices have been growing linearly for years, quarter after quarter, a remarkable feat considering the fierce competition.

People don’t like wearing things on their faces and don’t trust those who do

Says Neal Stephenson who first coined the term “metaverse” This revelation came soon after Meta canceled the Metaverse. My thought was immediately, will Meta rename itself back to Facebook? We'll get to that soon, but first let's look into Neal Stephenson's mea culpa: When I was working at Magic Leap, and people asked me why I thought that was a good idea, I would ask the rhetorical question:…

https://asymco.com/2026/03/26/people-dont-like-wearing-things-on-their-faces-and-dont-trust-those-who-do/?utm_source=mastodon&utm_medium=jetpack_social

2.5 Billion Active #Apple Devices → https://asymco.com/50

Survey shows record upgrade interest for iPhones https://asymco.com/2026/03/24/survey-shows-record-upgrade-interest-for-iphones/

Tim Cook: Apple just had best launch week ever for first-time Mac customers

https://asymco.com/2026/03/20/tim-cook-apple-just-had-best-launch-week-ever-for-first-time-mac-customers/

iPhone Emergency SOS via Satellite Helped Six Skiers Survive Tahoe Avalanche

https://asymco.com/2026/02/20/iphone-emergency-sos-via-satellite-helped-six-skiers-survive-tahoe-avalanche/

Apple adds video experience to Apple Podcasts

https://asymco.com/2026/02/17/apple-adds-video-experience-to-apple-podcasts/

According to Ericsson, the number of smartphones in the world in 2024 was 7.21 billion. This figure is a considerable 28.98% increase from five years earlier when it was estimated that there were 5.59 billion smartphones globally. 60.42% of the world’s population owns a smartphone.

The US Supreme Court has ruled against US President Donald Trump’s decision to impose a raft of global tariffs https://asymco.com/2026/02/20/the-us-supreme-court-has-ruled-against-us-president-donald-trumps-decision-to-impose-a-raft-of-global-tariffs/

BYD overtook Tesla in 2025 and Geely will pass Tesla for BEV sales sometime in 2026, even if you exclude the affiliated brands.

Tesla registrations in December in France were down 66% from a year earlier, according to the nation’s auto association. Sales plunged 71% in Sweden and 44% in Spain.

Jakarta is now estimated to have almost 42mn residents, overtaking greater Tokyo as the world’s biggest city, according to the UN.