Of the refreshed or new products that Apple talked about at its extravaganza this week, I’m most curious about Arcade, the $5 monthly subscription to videogames for iPhones and iPads.
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The theory is that consumers with older smartphones are holding out for what are expected to be the first iPhones that support 5G, a new, faster wireless standard. Not so fast.
Now that the antitrust cops are coming in the door, the technology powers need to freshen their playbook in how they rebut questions about their size, power and influence.
The smartphone market is following the growth-challenged path of PCs. That won’t please executives at Samsung Electronics and Apple, but their pain might be great for consumers.
The optimistic narrative about Apple’s iPhone business is falling apart in front of our eyes.