Apple
Here are some interesting facts that got the show started:
- 400 million iTunes App Store accounts
- 650,000 apps
- 225,000 iPad-optimized apps
- 30 billion app downloads
- $5 billion cumulative paid out to developers
That last point is important, because just two quarters ago Apple had only paid out $4 billion, meaning the app business is accelerating dramatically and that cumulative figure has grown 25% in just six months. It also implies that Apple's cut has been a little more than $2.1 billion.
Hardware: MacBook Pro with Retina display
Apple updated the specs throughout its notebook lineup, including the traditional MacBook Pro family and MacBook Airs. Intel's
No shockers there, as the inclusion of these chips was practically guaranteed. Advanced Micro Devices is relinquishing its graphics spot back to NVIDIA. Apple is also upgrading to USB 3, which offers faster transfer speeds than the current USB 2.
The biggest hardware announcement today was a new generation of MacBook Pro. Most of the details of this new laptop were pretty much in line with expectations, with no major surprises up Apple's sleeve. That doesn't take away from their significance, though.
It only comes as a 15-inch model (for now) that sports a high-resolution Retina display with 2880 x 1800 resolution. That chalks in at a lower pixel density than Apple's other Retina displays on its mobile gadgets, but it's still the highest-resolution display for a PC ever.
MacBook Pro with Retina display. Source: Apple.
Expectedly taking some design cues from the MacBook Air, it ditches the optical DVD drive in addition to traditional hard disk drives, or HDDs, in favor of solid-state drives, or SSDs. Doing so has allowed Apple to make the notebook even thinner than before.
Apple is the only computer maker that's devoted the R&D dollars and time into pushing the envelope. It uses custom parts for the guts of its notebooks, which allows it to take its engineering to a level that OEMs with smaller margins aren't willing to follow -- or are even capable of following.
Software: OS X Mountain Lion
The software announcements are split between Apple's desktop OS X and mobile iOS.
Apple now has a Mac installed base of 66 million users, which is pretty minuscule in a global context. I actually see that as a sign of how much room the Mac has to grow. The latest version of OS X, Lion, has sold 26 million copies, representing 40% penetration within nine months. It took 27 months for Microsoft Windows 7 to reach that level, although that's certainly a much larger installed base to penetrate.
Most of OS X Mountain Lion's features were previewed several months ago, and there weren't really any new jaw-dropping additions to show off. Apple is adding voice dictation and a new feature called Power Nap that updates and backs up your computer while it's sleeping. The OS will also continue getting more features taken from iOS -- such as AirPlay mirroring, Game Center, and Notification Center.
The operating system will be released next month for just $20.
Software: iOS 6
iOS chief Scott Forstall took the stage for all things mobile, mentioning that Apple has sold a cumulative total of 365 million iOS devices. By my count, that includes 218 million iPhones and 67 million iPads.
Siri is getting a handful of upgrades, including the ability to fetch sports scores and information, as was suspected. It's also getting integration with OpenTable and Time Warner's Rotten Tomatoes. Siri will be able to launch apps and is getting Twitter integration. Also as rumored, Apple is bringing Siri to the new iPad.
This is all good news for Nuance Communications, as its relationship with Apple continues to expand when you think of Siri and dictation spreading throughout its devices.
You can now also FaceTime directly over cell networks, which makes you wonder how Apple ever talked carrier partners into signing off on that considering how much it might strain their networks. iOS is also getting a feature called Do Not Disturb and Shared Photo Streams. A new feature called Passbook looks relatively minor at first -- keeping track of all your boarding passes, tickets, and gift cards -- but also represents how the iPhone is one step closer to becoming your wallet.
Facebook
Is there a map for that?
Apple unveiled its new in-house maps offering, displacing Google's
The real new feature is dubbed "Flyover," creating incredibly detailed 3-D models of cities around the world rendered in real time. The models look very similar to what Google showed off last week at its own dedicated mapping event.
My biggest concern for Apple was whether it could compile a database of local business listings sufficient to replace Google's. Forstall said Apple now has 100 million business listings and is even building its own traffic service.
iOS 6 will see a fall release, likely coinciding with the sixth-generation iPhone.
Leading the way
There were rumors that didn't pan out, of Apple updating more of its Mac lineup, most notably including the aging Mac Pro. That said, I don't think anyone will come away from the news as "disappointed." The new MacBook Pros are the most important updates, in my mind, while the software announcements are simply continued evolution and convergence.
The announcements will help Apple keep its edge over competitors, which is why you should buy Apple. This new premium research report will outline everything a current or prospective shareholder needs to know about the Mac maker, and you'll also get free quarterly updates on major developments. To get a broader view of the game-changing "smart device" revolution and one company that's winning in this space -- and isn't named Apple -- click here to grab our free report on this trillion-dollar revolution.
