Imagining Apple's post-iPhone future

Apple's reported plans to cut iPhone production by 10 per cent in the first quarter of this year make it increasingly clear that the company's base of loyal users isn't an inexhaustible resource from whom it can forever extract a rent through its services offerings.

Apple needs to compete more vigorously in all the other markets in which it is present, without relying on the network effects of its large installed base.

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A version of this article appeared in the print edition of The Straits Times on January 11, 2019, with the headline 'Imagining Apple's post-iPhone future'. Print Edition | Subscribe