Key Insights from the March 2014 Essay

As of this writing in mid-March of 2014, most financial and industry analysts currently believe that new larger-screen iPhone designs and a new wearable iWatch will not be sufficient to significantly move the needle on Apple's market value. They note that compelling competitive products, such as the recently announced Samsung Galaxy S5 and Samsung Galaxy Note smartphones as well as the Samsung Galaxy Gear and Samsung Gear smart watches, have beaten prospective Apple products to market.

Moreover, many analysts and investors believe that the Apple innovation machine has stalled since the death of the company's visionary leader Steve Jobs, and thus the rudderless Apple will be forever trapped in a state of playing catchup to Samsung and other smart wearable & non-wearable mobile device vendors leveraging the Google Android mobile operating system. Under this storyline, the future for Apple is dark and bleak without possibility for redemption and reclamation of its once-dominant post-PC role.

There is an entirely alternative possibility, however. It is one where the Apple innovation machine is not dead at all. Instead, it is one in which the Apple innovation team has been hard at work for many years to bring forth to the world a truly game-changing integrated system, or suite, of mobile smart devices that span the wearable and non-wearable post-PC continuum. Under this story line, the future for Apple is filled with endless and amazing possibilities.
Mobile Suite Wave

Apple Case Study (May 2013 – March 2014)

Mark Cummings PhD

Chief Investment Strategist

Cyclefund

Oakdale, California


Primary Essays

Key Image from the March 2014 Essay


March 2014 essay on the Cyclefund Strategic Innovation Framework for the Apple Post-PC Suite from 2013 (Actual) to 2015 (Expected) entitled, “Apple's Next Big Move to Reestablish its Dominant Position in the Post-PC World”

October 2013 essay on the Cyclefund Strategic Asset Framework for the 2013 Apple Post-PC Suite entitled, “Strategic Investment Framework for Apple iFamily of Internet Products”

November 2013 essay on the Cyclefund Strategic Performance Framework for Apple vs. Nokia from 2005 to 2013 entitled, "The Five Core Cycles Driving Post-PC Mobile Smartphone Profits"


Related Essays

September 2013 essay on Cyclefund Post-PC FAQs entitled, "Frequently Asked Post-PC Questions"

September 2013 essay on the Cyclefund Post-PC Technology Fund for 2013 entitled, "iFund Post-PC Technology Fund"

August 2013 essay on the Cyclefund Multidimensional Strategic Product Roadmap for the Apple iPhone from 2007 to 2012 entitled, "Apple iPhone Strategic Product Roadmap in Multidimensional Form"

May 2013 essay on the Cyclefund Multidimensional Strategic Product Roadmap for the Apple iPod from 2001 to 2005 entitled, "Apple iPod Strategic Product Roadmap in Multidimensional Form"

May 2013 essay on the Cyclefund Strategic Innovation Framework entitled, "Strategic Innovation Framework Applied to Apple Products"


Frameworks


Big-Picture Frameworks


Cyclefund Multidimensional Cloud Framework for the Post-PC Era



Cyclefund Unified Cloud Services Framework for the Post-PC Era

Cyclefund Multiscreen Cloud Service Engagement Architecture for the Post-PC Era by Image Block


Cyclefund Multiscreen Cloud Service Engagement Architecture for the Post-PC Era by Text Block


Investment Frameworks


Cyclefund Five Cycles Model


Cyclefund Core Cloud Framework for the Post-PC Era


Cyclefund Aggressive Cloud Framework for the Post-PC Era


Positioning Frameworks


Cyclefund Strategic Positioning Framework for Cloud-Connected Post-PC Smart Devices

Cyclefund Strategic Positioning Framework for Cloud-Connected Post-PC Smart Devices by Competency


Innovation Frameworks


Cyclefund Strategic Innovation Framework for Post-PC Devices and Suites


Evolution Frameworks


Cyclefund Strategic Evolution Framework for Post-PC Devices and Suites


Custom Frameworks for Apple

Cyclefund Strategic Positioning Framework for the Apple Hardware Device Suite


Cyclefund Strategic Positioning Framework for the Apple System Software Suite


Cyclefund Strategic Positioning Framework for the Apple Application Software Suite


Cyclefund Strategic Positioning Framework for the Apple Cloud Service Suite


Core Competencies


User Engagement Competencies for Apple


Cyclefund User Engagement Competencies for Apple: Post-PC Apps and Cloud Services View


Cyclefund User Engagement Competencies for Apple: Time Distribution View


Solution Suite Competencies for Apple


Cyclefund Post-PC Solution Suite Competencies for Apple


Value Chain Competencies


Cyclefund Post-PC Value Chain Competencies


Device Chain Competencies for Apple


Cyclefund Device Chain Competencies for Apple by Logo


Service Chain Competencies for Apple


Cyclefund Service Chain Competencies for Apple by Logo


Roadmaps


Big-Picture Roadmaps


Cyclefund Macro-Level Multidimensional Strategic Roadmap for Cloud-Connected PC and Post-PC Smart Devices


Smart Suite Roadmaps for Apple


Cyclefund Strategic Product Roadmap for the Apple Post-PC Mobile Suite of Cloud-Connected Smart Devices Late 2015 (Expected)


Cyclefund Strategic Product Roadmap for the Apple Post-PC Mobile Suite of Cloud-Connected Smart Devices Early 2015 (Expected)


Cyclefund Strategic Product Roadmap for the Apple Post-PC Mobile Suite of Cloud-Connected Smart Devices 2014 (Actual)


Cyclefund Strategic Product Roadmap for the Apple Post-PC Mobile Suite of Cloud-Connected Smart Devices 2014 (Expected)


Cyclefund Strategic Product Roadmap for the Apple Post-PC Mobile Suite of Cloud-Connected Smart Devices 2013 (Actual)


Smartphone Roadmaps for Apple


Cyclefund Strategic Product Roadmap for the Apple iPhone 2012


Cyclefund Strategic Product Roadmap for the Apple iPhone 2011


Cyclefund Strategic Product Roadmap for the Apple iPhone 2010


Cyclefund Strategic Product Roadmap for the Apple iPhone 2009

Cyclefund Strategic Product Roadmap for the Apple iPhone 2008


Cyclefund Strategic Product Roadmap for the Apple iPhone 2007


Innovation and Evolution Frameworks for Apple


Cyclefund Post-PC Smartphone Evolution for the Apple iPhone from 2007 to 2012


Cyclefund Post-PC Smartphone Evolution for the Apple iPod from 2001 to 2006


Features


Smartphones 2010 Features

Cyclefund Post-PC Smartphone Features for Apple and its Competitors in 2010 with Differentiation Highlights


Media Players 2005 Features

Cyclefund Post-PC Media Player Features for Apple and its Competitors in 2005 with Differentiation Highlights


Trends


Developing Market Trends


Cyclefund Strategic Games Model X-Pattern Installed Base Diagram for Smartphones vs. Feature Phones from 2005 to 2018 in Developing Countries


Developed Market Trends


Cyclefund Strategic Games Model X-Pattern Installed Base Diagram for Smartphones vs. Feature Phones from 2005 to 2013 and Beyond in Developed Countries


Developed and Developing Market Trends


Cyclefund Strategic Games Model of Intergame Competition for Smartphones vs. Feature Phones from 2005 to 2013 in Developed Countries and Developing Countries


Performance


Apple iPhone Performance


Cyclefund Strategic Performance Framework for the Apple iPhone from 2009 to 2012


Apple Stock Performance vs. Nokia


Cyclefund Strategic Games Model X-Pattern Equity Diagram for Apple vs. Nokia from 2005 to 2012


3-Dimensional Cyclefund Strategic Games Model X-Pattern Equity Diagram for Apple vs. Nokia from 2005 to 2012 with Macro Trend Drivers