The Rundown Deep Dive: Wellness Check on Apple (Hardware, AI, China)
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Aug 30, 2025 Apple is at a crossroads with stagnant iPhone sales and lackluster product launches, including the costly Vision Pro. The tech giant faces fierce competition while trailing in the AI race. Additionally, challenges in China threaten both market share and supply chain stability. Geopolitical tensions complicate Apple’s reliance on Chinese manufacturing, raising questions about its future strategy. Can this iconic company adapt and thrive in a rapidly changing landscape?
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Hardware Pipeline Losing Its Edge
- Apple's hardware pipeline shows signs of stagnation despite high sales numbers.
- The company plans several new devices (iPhone Air, foldable, 2027 redesign) but lacks recent breakout hits.
Restaurant Menu Analogy For iPhone Stagnation
- Zaid compares Apple's current product offering to a restaurant that stopped changing its menu.
- He says the iPhone 16 Pro feels nearly identical to his iPhone 13 Pro except for minor improvements.
Vision Pro Was A High-Profile Flop
- The Vision Pro was a high-profile miss that sold under 500,000 units in year one.
- Apple is working on cheaper, lighter versions plus other new products like smart glasses and a tabletop robot.