Re: Some Interesting News in the past 24 hours.
Good questions and I am not sure that we know the total answer to.
For example. John made it clear that the content change with Apple was enough that even if unit sales donít stay high revenue grows. A dollar asp on 60 percent of the sold phones doesnít meet that criteria. Yet, the new power charging chip isnít ready yet at least that is what the shareholder letter and qa states. That timing puts the power charging in the 16.
Also, it was clear a year ago that Cirrus was developing a set of matters sensors to be used in conjunction with the charging chip and power usage chip. That asp is around 1.5 put together.
Btw The think that the solid state approach saves Apple money in parts and manufacturing.
To continue, Apple is making a huge effort to shorten the hey siri to just Siri. Why is that important cause the 22 nm technology with voice bio now is real.
I think something more is coming than just the haptics. Just donít know what.