Observations And Questions After Apple’s Latest iPhone Duo and Apple Watch Event

Waiting to see how things unfold

I’ve got questions, some observations, and a few thoughts after Apple’s latest product announcements. In my opinion this was the best product introduction, canned or live, that Apple has done in quite some time. It makes a difference that they actually had something new to show off.

And there is newness. There’s also quite a bit of new work for developers ahead.

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iPhone Pro

There’s nothing really to say about the iPhone 18 Pro and Pro Max models beyond steady as she goes. Apple changed some colors, added some camera updates, a few other new features internally along with the latest generation chip, and incrementally advanced the very successful iPhone 17 Pro. The 17 Pro is one of the best iPhones I’ve owned and probably Apple’s peak for that design. Nothing about the 18 Pro versions seem likely to change that. Only reinforce it.

But in all the hype about the shiny new iPhone Duo much of that will be largely ignored.

iPhone Duo

It’s both tiresome and accurate to say Apple is playing follow the leader as a late entry into the minuscule market (<2%) that is the folding smartphone game. Samsung and others have been trying to make creases disappear for some time now. Crease or no, I believe the jury is still out on whether or not folding smartphones will ever be more than a niche market. If that proves to be the case there’s nothing wrong with that, though I think Apple has more hopeful thoughts.

However this new chapter turns out, it begins with Apple replaying the same game of catchup they played after Samsung introduced large smartphones. Remember when they were called phablets? Quite frankly, I imagine Samsung and the rest are glad Apple is entering this segment because it might spark new life for the concept of folding smartphones, which hasn’t caught fire like larger smartphones did.

To lay out my bias up front, I’ve never been attracted to the folding phone concept. I’m an iPad guy and if I need a larger screen that’s my weapon of choice. And when I’m wielding an iPad I don’t want my iPhone near me, or any of the distractions like notifications I use my iPhone or Apple Watch for. Apple isn’t hyping the Duo as an iPad and that’s a good thing. That hasn’t and won’t stop the comparisons from others, although it may herald the end of the iPad mini down the road.

So, that’s my preference and my choice. And I’m both sure and glad that others have different preferences and make different choices. With that in mind, I’m glad that Apple is offering a new category of smartphone for those who do see their technology worlds unfolding differently than I do. I’m glad Apple’s competitors do as well.

I took a look at some of the earlier foldables when they started hitting the market years ago and largely wrote them off. This summer I took a look at Samsung’s most recent foldables and was actually quite surprised with the quality of the tech. I imagine once I get a chance to fondle the iPhone Duo in a store that my response will be much the same. Impressive tech, but not something I have a need for, no matter how cool it may be.

The iPhone Duo does indeed look cool. If nothing else, Apple knows how to market a product. As I’ve said many times before, the verdict on the Duo’s success or failure will be determined at a later date once we see how Apple’s claims about durability and the display hold up. Early reviews will be just that. Early. I’m also guessing there will be some attacking that screen and hinge to check out Apple’s durability claims. October is going to be an interesting month for those who follow these things.

What stood out most was Apple’s “own the whole widget” reimagining of the iPhone UX/UI to take advantage of the new device. It looks both new and familiar. Doing some reading post event I can see how much work developers have ahead of them to fully take advantage of the new device. Here’s hoping most do, because some of what I’ve seen about apps that aren’t tuned to the new device leave a lot to be desired, reminding me of how insufficient and wrong iPhone apps looked on iPads in the early days. Remember when Apple sold using iPhone apps on the iPad as a feature?

Apple’s developer website promises workshops and labs, but the Xcode 27.1 beta for developing apps for the Duo is listed as coming later this month. I’m guessing it’s going to be a challenging transition. For some, a long one.

Speaking of transitions, the fancy fading transition between the closed and open screen is not only impressively eye-catching, and speaks to the aspiration of Apple’s designers and is certainly not something we’ve seen from any competitors. Time will tell where that takes us beyond the wow factor of that first introduction.

To Crease Or Not To Crease

Apple’s engineers seem to have done a good job of hiding the crease. It’s still there, but hidden under a “perpetually flat matte surface” under a nano-texture finish. Perhaps we now know why Apple recently and surprisingly reduced by half the price of the Apple Polishing Cloth that was first introduced alongside the first nano-texture screens on the Pro Display XDR.

Left and Right Handedness

One of the questions I have that I’ve yet to see an answer for has to do with that new UI/UX. Apple claims that like the iPad, the iPhone Duo can be used in any orientation. Part of the UI/UX reimagining places the dock and controls in most images on the right of the display(s) away from the hinge. I’ve seen one image from Apple that places a menu on the left in landscape mode when two apps are in split view.

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I haven’t seen any that might do so when the device is closed and the indications from what I’ve seen is that the controls and dock mostly stay situated on the curved edge, whether the display is open or closed. This raises a question about right and left handed usage. This question came to me last night as I was using my iPhone to scroll through some reading about the Duo and realized that though I’m right-handed, I more often than not hold the iPhone in my left hand when reading or scrolling. I do the same with my iPad mini. I’m reasonably certain that if I ever purchased an iPhone Duo I would adjust. I’m not sure if the same is true for left-handers or how much it matters, even with what appears to be a very “hold it in your right hand” approach for the Duo when it is closed. I’m sure we’ll hear about it from left-handers if it does.

FaceID is one of the features iPhone and iPad users have become accustomed to. The iPhone Duo does not have FaceID, instead reverting back to TouchID for identification purposes. I’m not sure how many this might be a deal breaker for, if any. Quite a few folks are saying that if you’re wearing an Apple Watch you can use the unlock feature similarly to how you can use an Apple Watch to unlock a Mac. That might work. Although in my usage the feature worked so sporadically in unlocking my Mac that I turned it off. Maybe it’s been improved. We’ll have to wait and see.

iPhone Handoff

It’s often easy to forget that The iPhone Duo, like the iPhone Pro and other models that will be released next spring are phones. But they are. I remember when we called them cell phones rather than smartphones. Intriguing that I don’t recall seeing any imagery during the presentation of someone using the Duo to make a phone call.

Apple introduced an interesting feature that might appeal to some and might see some turbulence among carriers.

In these days of eSIMs, iPhone Handoff allows the use of one phone number between two devices so a user can switch back and forth whenever they want. I’m not sure what the demand for this will be, but some will certainly enjoy the feature. Depending on if the carriers can get their acts together.

At launch only T-Mobile and Germany’s Telekom support the feature, with Verizon saying they will later this year. AT&T apparently has some work to do on its infrastructure to make the feature possible.

Given how carriers love their ridiculous fees when you activate a new phone I wonder how this will get priced out. As I got ready to publish this, I noticed T-Mobile has announced that it will charge $5 a month for the feature.

Apple Watch Health and Privacy

Both the Apple Watch and the Apple Watch Ultra got updates to Series 12 and Ultra 4 respectively. Both also increased RAM to 4GB from 2GB. Apple continues its push into Health and Fitness in these next editions. Both got improved, but not new, health sensors to go along with a slew of new health features in the Health app, including something Apple calls Readiness that will let you know if you’re ready to take on whatever task or adventure awaits you or take it easy for the day.

There’s also a new Longevity tab that includes a feature called Health Age that lets you compare your statistics relative to others. Apple has entered into a partnership with Quest Diagnostics so that you can order a comprehensive lab test for $119 directly through the app to use as a baseline. This is sure to trigger a raft of social media posts bragging or complaining about how people’s Health Age scores compare in the way we have with sleep scores since that feature was introduced.

All of these features continue Apple’s forays into health guidance with wearables and are now promoted as being made possible by Apple Intelligence.

Speaking of Apple Intelligence, there’s also a controversial couple of new audio features for the Apple Watch that can record conversations. The privacy conscious, legal beagles, and pervert glasses foes have already begun stirring the pot and sounding alarms in this age when any kind of always on surveillance draws increasingly extreme negative pushback. Throw AI in the mix and the brew boils a lot faster.

Live Rewind lets you transcribe the last 15 seconds of a conversation you might have missed. The transcription can be saved to the new Siri app for viewing later. Siri Recap is an always listening feature that that uses ambient listening to take notes of conversations, summaries of which again can also be reviewed in the Siri App.

With Apple’s traditional bent towards privacy protection, they swear up and down that users are in control and that any of the summaries can only be viewed by you, are not accessible by Apple, and that audio is not recorded or stored. All of these features are opt-in and can be turned off. Apple also suggests “Be mindful of those around you. While audio is not recorded and stored, and no speakers are attributed, consider those around you where conversations might be private or sensitive.”

Seriously.

Siri recap with iphone.

My bottom line observation here is that this move into wearable AI by Apple is seeding the ground before Apple does or does not roll out any of the products we’ve heard rumored such as AirPods with cameras and its own smart glasses. Apple’s moves here, while cloaked in its usual privacy protection mantra comes at a time when there’s a growing distaste for anything AI related, a real backlash against smart glasses and any other surveillance tech no matter how cool or how beneficial it may be to those with accessibility challenges, and a blatant lack of trust for anyone on any level these days, especially big tech. That’s a broad brush to tar with, but it’s one that’s fully loaded and dripping these days.

It’s an old story now that Apple is behind when it comes to Artificial Intelligence. It’s not just the technology that’s lagging. It’s also that Apple has let others with much less social awareness define use cases in ways that turn off potential customers.

Even if this tech is only audio related, and all of Apple’s privacy claims prove out, I certainly don’t think Apple wants people to associate its popular Apple Watch brand with the toxicity of pervert glasses. And that’s before we get to the legal issues given how different states have different laws about the recording of conversations. Glenn Fleishman has an excellent article about this that you should read.

Timing is everything and I just don’t think this is the time, nor will there ever be a time when this kind of thing is accepted by a majority of users. Just because you can, doesn’t mean you should.

A few other topics that caught my eye were announced during the day.

AppleCare One Family Plan

Apple has been offering AppleCare One allowing users to insure and get support for up to three devices for $19.99 and add other eligible devices for a cost. Apple’s new family plan will allow users who are or start a shared family group to ensure all eligible devices for each family member for $50 a month. This is a potential for real savings for some.

Apple Reference Image

This is a good thing that I wish wasn’t necessary. But these are the times we live in. Apple Reference Image is a way of providing proof that a photo was captured on an iPhone, and not an AI generated image. From Apple’s website:

Users can now prove the authenticity of a photo taken on iPhone 18 Pro models with Apple Reference Image, powered by the new sensor in the Main camera that can sign every pixel it sees. When a photo is taken in the new Reference mode, the camera captures signed sensor data that Private Cloud Compute develops into an unalterable reference image. Reference images can be viewed in the Photos app alongside the main image, like a digital negative, to visually compare the two assets and determine if any edits were made. APIs are available in iOS, iPadOS, and macOS 27 for third-party apps to enable viewing of these reference images.

Image metadata and upcoming support for the SynthID standard can also help users identify images generated or edited with AI. Together with Apple Reference Image, this set of features represents a multifaceted approach to image authenticity — vital for photojournalists, photographers, and everyday viewers.

The Debut of John Ternus as CEO

Ternus did an admirable job in the canned presentation, though at times he looked a little gun shy. The opening film featuring a clever hand off from Tim Cook to Ternus was well done. Although it felt like it was two beats too long and would have been better served by getting to the punch line sooner. What’s apparent from how the event was structured is that Apple is loudly saying that they have a product guy at the top again. Ternus is “the guy” and there’s no doubt the pressure is now on for him to deliver.

As I said earlier. I felt Apple’s event was well done and the best it has done in some time. Picking a nit though, I was not a fan of all of the extras walking through the various locations while information was being presented. Each time someone walked through in the background it pulled my focus. The idea certainly established a nice mise-en-scène, but I largely found the extraneous traffic distracting.

It’s going to be interesting to follow how all of this continues to roll out. We won’t begin to hear real substance about the Duo from reviewers and users until October. That gives developers time to try and catch up, and it also will put the focus on Apple Intelligence and Siri AI as the operating systems that end in OS27 roll out next week for those with devices that support it. Note that most older Apple Watches do not support a lot of the new features. New Apple Watches and iPhone Pros will be getting in users’ hands late next week as well.

My hunch is there will be a lot of news unfolding this fall.

Thanks for reading. You can subscribe to this blog if you care to. You can also find more of my writings on a variety of topics on Medium at this link, including in the publications Ellemeno and Rome. I can also be found on social media under my name as above. This site does not use affilate links.

 

Apple To Announce Stuff

The Annual Apple iPhone Show

Apple is going to announce stuff today. There will be iPhones. Folding and not. There will be other stuff. Prices will be higher. John Ternus, the new CEO will take the stage for the first time in that role.

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Lots will be said. Immediately after the announcements most of it will be repeating what Apple says. There will be over the top excitement. There will be below the belt criticism. Markets will move. Apple will be both celebrated and doomed.

The real story will start to be revealed once real users have the stuff in their hands. That will be the time to pay attention to whatever Apple says today.

Oh, and don’t forget the rumors about whatever Apple will announce next September that are already circulating.

That’s the post.

Thanks for reading. You can subscribe to this blog if you care to. You can also find more of my writings on a variety of topics on Medium at this link, including in the publications Ellemeno and Rome. I can also be found on social media under my name as above. This site does not use affilate links.

Ternus Steps Up. Cook Steps Down.

Changing of the guard

Just a quick post to mark the changing of the guard at Apple today. Tim Cook is stepping down as Apple CEO, moving to Executive Chairman of the Board. John Ternus is stepping up to take the CEO mantle and responsibilities.

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There’s excitement around the change, but who knows how things will go. Cook deserves all the accolades and brickbats that have come his way. He deserves both.

Ternus won’t get much of a honeymoon. I doubt we see much change right away given how Apple operates. But he’s got the target on his back now and every move is now his.

The only constant is change and change happens.

Thanks for reading. You can subscribe to this blog if you care to. You can also find more of my writings on a variety of topics on Medium at this link, including in the publications Ellemeno and Rome. I can also be found on social media under my name as above. This site does not use affilate links.

 

More Thoughts On The Cook/Ternus Changeover

Honeymoon timing

Yesterday’s news of Tim Cook handing over the CEO mantle to John Ternus was news only in the sense of the timing. As I said then, it’s been expected for a while. It reminds me of any Apple rumor. It’s not true until it’s announced, even though most of the announcements turn into mostly confirmation these days. Note that Wall Street barely moved a tick on that news today. That tells you how well the ground was laid.

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Of course yesterday’s announcement has prompted exactly what you would expect, yielding tons of coverage on websites and podcasts. For Cook there have been accolades and brickbats, both deserved. For Ternus there has been excitement and a little caution.

Before I get to some thoughts of my own, here are a few links I found worthy of sharing because they stepped outside of the expected.

M.G. Siegler takes us on A Cook’s Tour.

Daryl Baxter saw more shock in the Apple community than I did. He reminds us that Tim Cook introduced the first Siri as part of his first iPhone event in 2011. He points ahead to this year’s announcement by John Ternus possibly poised to announce a promised better Siri. What goes around, might come around again. Let’s hope it doesn’t take another 15 years to get it right this time.

And Horace Dediu looks way ahead to 2040, when Ternus himself steps down to begin the transition to the next CEO. John Ternus Has Left Big Shoes To Fill is quite a trip into the future. You’ll get a chuckle or two.

The first of my thoughts has to do with timing. Not specifically the timing of the announcement, but the timing that any new leader gets when stepping into that role. There’s a window of time in which new leaders get a bit of grace. Most call it a honeymoon. While enjoying that honeymoon it’s perfectly acceptable to foist off blame for anything that goes wrong on the last guy.

That will obviously be difficult with Tim Cook stepping into the role of Executive Chairman of the Board. Sort of like going on your honeymoon with your significant other’s father tagging along. But it will be even more challenging given the apparently well deserved narrative being hyped about Ternus’ hardware smarts and his responsibilities in recent years. He’s had his hands on much of the Apple Silicon generation of products, almost presaging the announcement of his ascension to CEO with his role in the recent release of the MacBook Neo.

Adding to the challenge is the well known and well worn narrative about Apple’s long view roadmap of rolling out new products. The story is that Apple is always working ahead on the next generation of a product as it is preparing to release the newest version. What products will we see over the next period of time were green lighted by Cook?

Ternus’s prior role in overseeing hardware also means all of the products rumored to be in Apple’s pipeline for later this year and into next year will certainly feature his fingerprints. But they will also have Tim Cook’s. The question will one day be which product can the world accept as the first Ternus only product. Does it matter? Not really. But it will be treated as if it does. Ask Tim Cook about how that went once he assumed the CEO mantle.

We also all know that there are apparently hardware products (HomePods, Apple TV, other home products) waiting to be shipped once Apple gets its act together with whatever the new Siri is, and how well that works with whatever they will call what heretofore has been labeled Apple Intelligence.

In my way of scoring, the success or failure of those products will fall into the Tim Cook column, regardless of any contributions by Ternus. Again, does it matter? And again, not really. But there is much riding on that this year. One way or the other it will be an imprint on Ternus’ first efforts, whether that’s fair or not.

As to that last thought on Siri and Apple Intelligence, that’s software. That’s software holding back the release of hardware products for Apple, which is first and foremost a hardware company that relies on its own software.

As I’ve said many times, the hardware I’ve seen the since the dawn of the Apple Silicon era is very good, if not exceptional. The software needs lots of attention and work. It’s not just the design choices, it’s the chinks here and there in the armor that sour.

Ternus may be the hardware product guy, but he’s now going to be the guy responsible for the famous and coveted “whole widget.” Obviously that includes the software. And also, the marketing of that whole widget. Software design and implementation has been a bitter bite of the Apple lately, as has some of the marketing. As Ternus expands his view, I will be watching how Apple’s software develops under his leadership with a keen eye.

That expanded view also includes services. New CEOs always like to make a bold statement when they first sit in the chair. While there’s a lot being made of the semiotics trying to show continuity between Cook and Ternus,  I can think of one thing Ternus could do on September 1, that would immediately set him apart an Apple on a new course.

Announce an increase in the base amount of iCloud storage users get for free. 5GB hasn’t cut it for awhile. Cut and run from that legacy and begin making a bold new path.

You can also find more of my writings on a variety of topics on Medium at this link, including in the publications Ellemeno and Rome. I can also be found on social media under my name as above. This site does not use affilate links. 

 

Tim Cook Steps Down As CEO, John Ternus Steps Up

Ch…Ch…Changes in Cupertino

Change is in the air. Many would say finally. Some would say that really loud. Tim Cook is turning over the CEO reigns to John Ternus and Cook will become Executive Chairman of the Board of Directors. Here’s the link to the Apple Newsroom post.

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Both Cook and Ternus made statements.

Here’s Cook:

It has been the greatest privilege of my life to be the CEO of Apple and to have been trusted to lead such an extraordinary company. I love Apple with all of my being, and I am so grateful to have had the opportunity to work with a team of such ingenious, innovative, creative, and deeply caring people who have been unwavering in their dedication to enriching the lives of our customers and creating the best products and services in the world. John Ternus has the mind of an engineer, the soul of an innovator, and the heart to lead with integrity and with honor. He is a visionary whose contributions to Apple over 25 years are already too numerous to count, and he is without question the right person to lead Apple into the future. I could not be more confident in his abilities and his character, and I look forward to working closely with him on this transition and in my new role as executive chairman.

And here’s Ternus:

I am profoundly grateful for this opportunity to carry Apple’s mission forward. Having spent almost my entire career at Apple, I have been lucky to have worked under Steve Jobs and to have had Tim Cook as my mentor. It has been a privilege to help shape the products and experiences that have changed so much of how we interact with the world and with one another. I am filled with optimism about what we can achieve in the years to come, and I am so happy to know that the most talented people on earth are here at Apple, determined to be part of something bigger than any one of us. I am humbled to step into this role, and I promise to lead with the values and vision that have come to define this special place for half a century.

As to the timing, Ternus takes on his new job on September 1 leaving his job as Chief Hardware Officer to Johny Srouji who gets promoted to that role effective immediately being responsible for product design, system engineering, and reliability and durability testing.

It doesn’t take a PhD in tea leaf reading to know that the transition at the top has obviously already been taking place. It can now move into a higher gear with the public knowledge. The timing will be interesting as Ternus takes charge on September 1, shortly before Apple makes its biggest product announcement for new iPhones and other possible new offerings each year.

It will also be interesting to see what is said in and around WWDC in June. The timing of the announcement points to a clearing of the decks for a new voice during that annual developer’s conference.

Personally, I feel it’s time for change. You can’t deny Cook’s efforts in growing Apple into the behemoth it has become. You also can’t deny that many are dissatisfied with a number of political moves he obviously felt were necessary. Cook, like many in this era, has become tarred and scarred by Trump. There’s also a strong current of dissatisfaction with a number of Apple’s policies.

Ternus is a hardware and product guy, and there is a lot of excitement around his ascension to the top job. Although curiously, it comes at a time when Apple’s hardware is largely viewed as exceptional, and it seems the issues needing focus are mostly on the software side.

There are certainly other issues, including developer relations, that will be waiting to greet Ternus in his new role. The thinking is Cook will use his new role to continue dealing with some of the issues surrounding the current U.S administration, China, and all of the other government and regulatory entanglements Apple is involved in.

For Apple fans, it’s going to be an interesting next few years. Keep in mind, change can mean a break from the past, but it doesn’t always point towards better times.

Just different.

(Image from Apple Newsroom.

You can also find more of my writings on a variety of topics on Medium at this link, including in the publications Ellemeno and Rome. I can also be found on social media under my name as above. This site does not use affilate links.