Omdia

... here at Apple Park, Cupertino.

Coming up, we're gonna talk through consumers' preference changes and what it means for Apple with Nicole Peng from Omdia.

We'll be back from Apple Park in just a moment.

This is Bloomberg Tech.

Equities also at session lows, but Apple on a point basis one of the biggest drags.

Apple's foldable iPhone is expected to be the crown jewel of product announcements later today.

But how will it fit into the wider picture of what's a growing but nascent segment? Nicole Peng, Research VP covering consumer hardware application at Omdia is with me to discuss.

The pricing is, is the focus, right? They are going to, according to Bloomberg's reporting, price iPhone Duo at $2,000, up to 3,000 for higher spec storage.

I like to imagine that.

One thing John may not get, according to one analyst, Omdia, or Omdia, or Omdia, the folding Macintosh That was John Ternus's priority has been canceled.

Now, German says it's not canceled.

So there's some debate over over that.

And second, the firm putting it out seems to think a lot of Chinese display maker BOE.

The post is from Omdia, formerly Canalys.

The MacRumors piece that wrote it up links to a page full of Chinese characters.

I know machine translation has probably gotten better, but it's hard not to look askance, you know? What MacRumor says Omdia says is that Apple has scrapped development of a large foldable MacBook that would have measured between 16.1 and 18 inches when unfolded.

Now maybe you're thinking, don't all MacBooks fold? Yeah, past reporting had referred to this as a foldable iPad, not a MacBook.

Other past reporting had already listed the product as dead.

Let's say concern that I have with the whole thing.

It's the aforementioned emphasis on BOE.

Relaunched Sage Circle as strictly a research advisory, went back to AR, went back to being an analyst.

When I was a research fellow at Ovum, which is now Omdia, it was rebranded.

They added a few other research firms into it.

And then early in 2024, I launched Lusher Advisory.

And just for some of our audience who maybe have come from other areas of the research world, they're all going to be, they're all be familiar with Gartner and Omdia, but what specifically do we mean by analyst relations?

So analyst relations is a corporate function within the vendor organization.

So think of it as like, you know, everybody knows about public relations.

But I think in most niche areas, you have now small to mid-sized firms, challengers.

The second tier has also been more busy with firms like Omdia, Infotech, certainly getting closer to the FIGS, Forester, IDC, and Gartner.

So I'd cite the two Infotech, Omdia, but I'd also cite ISG and Everest, who are there as challengers too, especially IDC and Forester.

So it's interesting.

Interesting.

And I analyze a lot of analyst firms.

I talk to a lot of analyst firms and I talk to a lot of marketing people at different analyst firms.

They are fantastic marketing people at marketing firms such as Matthew Heath at IDC or Eva Gutteweg and Rachel Nashford at Omdia, for instance, not to cite only two.