【イベント時間短い？】明日のiPad発表会関連補足情報やiPadOS/iOS18の噂などAppleの1週間：噂とニュースまとめ20240506

Summary

This video provides a comprehensive overview of Apple's upcoming events, including new iPad announcements, iPadOS and iOS updates, and AI developments. It discusses the company's latest earnings report, highlighting a drop in iPhone sales but growth in services. The transcript also touches on Apple's strategy to differentiate its products, like the iPad and Mac, and improve multi-tasking capabilities. Additionally, it addresses rumors about upcoming hardware and software releases, such as new iPad models, MacBooks, and AirPods, as well as potential changes in the app ecosystem in Europe.

Takeaways

• 😀 Apple is preparing for a major event on May 7, which will include the release of new iPad models and possibly more developments in iPadOS and Mac.
• 😀 The iPad lineup is expected to feature new high-end models with M2 and M4 chips, aiming to provide more laptop-like performance without sacrificing the tablet experience.
• 😀 Apple is focusing on whether to position the iPad as a laptop alternative or a standalone computing device, as consumers are confused by its current capabilities.
• 😀 There are ongoing efforts to improve iPadOS, including better app compatibility and usability, with a particular focus on enhancing multitasking features.
• 😀 Apple is preparing for significant changes in iPadOS 18, including allowing developers to distribute apps outside of the App Store in the European Union.
• 😀 Apple’s focus on generative AI is growing, with CEO Tim Cook stating that Apple will leverage its unique combination of hardware, software, and privacy to differentiate in the AI space.
• 😀 The financial report for Q2 2024 showed a decline in iPhone sales, but an increase in the average selling price, suggesting a shift toward premium models.
• 😀 Services are becoming a key growth area for Apple, with consistent increases in service revenue despite declines in hardware categories like Mac and iPad.
• 😀 There will be no major updates to the Apple Watch Ultra in 2024, but a new Apple Watch Ultra 3 is expected in September with minimal hardware upgrades.
• 😀 Apple’s earnings report revealed mixed results, with iPhone sales down by 10.5% but significant growth in services, highlighting the shift towards a services-driven business model.

Q & A

What is the main topic of the video?

The video discusses recent Apple news, rumors, upcoming events, product launches, and financial results for Q2 of 2024, with a focus on the upcoming Apple event and new iPad rumors.

What is the significance of the May 7 event for Apple?

The May 7 event is expected to showcase new products, particularly in the iPad and Mac categories. It will also likely highlight new software updates, including iPadOS and AI advancements.

What is Mark Gurman's view on the future of the iPad?

Mark Gurman suggests that Apple should clarify the iPad's identity, either positioning it as a true laptop replacement or as a standalone computing device. He criticizes the lack of clear differentiation and the iPad’s inability to compete fully with laptops.

What new features are expected for the upcoming iPad models?

The upcoming iPad models are expected to include M2 and M4 chips, with different display sizes such as 11-inch and 12.9-inch. However, the real focus should be on improving iPadOS and app compatibility.

What issues does the current iPadOS have, according to the speaker?

The current iPadOS is criticized for lacking usability improvements, especially in third-party app compatibility. For example, apps like Final Cut Pro are limited, and there are issues with file access between Mac and iPad devices.

How does Apple plan to address AI in its products?

Apple has started focusing on generative AI, with CEO Tim Cook mentioning its potential to differentiate Apple’s products. AI will be integrated through hardware, software, and services, with a specific emphasis on the Neural Engine in Apple Silicon.

What are the rumors about the new Apple Watch Ultra?

The new Apple Watch Ultra is rumored to be an incremental update with minimal hardware changes compared to its predecessor, Apple Watch Ultra 2. It’s expected to launch in September, but no specific details about the updates have been disclosed.

What are the key financial results for Apple in Q2 2024?

In Q2 2024, Apple reported a revenue of $97.53 billion, a 4.3% decrease from the previous year. iPhone sales dropped by 10.5%, but services revenue continued to grow. Mac sales performed well, driven by the release of new MacBook models.

How did Apple's performance vary by region in Q2 2024?

In Q2 2024, Apple’s performance was strong in the Americas and Europe, with sales almost matching the previous year. However, sales in China declined, and Japan saw strong performance despite currency fluctuations.

What is Apple's strategy regarding the iPad and Mac product lines?

Apple aims to create the best possible iPad while also making the best Mac. The company has moved away from intentionally limiting the iPad’s capabilities to protect Mac sales, suggesting that both product lines should be optimized for their respective user bases.