Apple Signs up Gaming Studio based Comedy, Ahrendts Interviewed at Global Summit & more iPhone Models to Adopt TrueDepth Camera
Beyond the major stories of the day, our 'At the End of the Day' report takes a final look around the blogosphere at other technology news that was published today that might be of interest to our readership.
Apple Gives a Straight-to-Series Order for a Comedy based on a Video Gaming Studio
Apple has given a straight-to-series order to a half-hour scripted comedy from Rob McElhenney and Charlie Day, Variety has learned.
The series is set in a video game development studio, with McElhenney also attached to star in addition to writing and executive producing alongside Day. The series marks the duo's first collaboration as writers since 'It's Always Sunny in Philadelphia.' McElhenney co-created 'It's Always Sunny' with both he and Day starring and serving as executive producers on that show.
Day and McElhenney will executive produce via their RCG banner. The series will be produced by the recently announced Lionsgate-3 Arts Entertainment venture along with video game publisher Ubisoft. Read the Variety story for more.
Angela Ahrendts Interviewed at Global Leadership Summit
Today at the 2018 Global Leadership Summit in South Barrington, Illinois, Apple's SVP of Retail Angela Ahrendts spoke about her leadership journey during an interview with author and coach John Maxwell.
Maxwell began by asking about proven leadership practices. Angela explained that her midwestern core values have greatly influenced the way she leads both at Apple and all throughout her career. Ahrendts grew up in New Palestine, Indiana before attending Ball State University.
"I was raised 'love one another as I have loved you,'" Ahrendts noted. "You carry that with you. [Your values] are the foundation of everything you are. You hire that way, you fire that way. I have always been a purpose driven human. I don't like the word 'work.' I want to make an impact, I want to make a difference. How do you unite people around that higher purpose? At Apple, Tim calls it our North Star." For more on this check out the 9to5Mac report.
Apple Supplier Ramp Bodes Well for iPhone ASP
Lumentum is Apple's primary vertical-cavity-surface-emitting laser (VCSEL) supplier (75% market share), a key component going into the flood illuminator and dot projector on the face of the iPhone X. These technologies allow for 3D sensing and enable augmented reality applications such as facial recognition.
Given the sooner than expected ramp in VCSEL arrays, LoupVentures we believe this fall, Apple will have 3 (including iPhone X) iPhone models with the VCSEL laser. This should be a slight positive for ASP's in Sep-18 and an increasingly positive in Dec-18 as production of these new phones ramps.
Furthermore, Lumentum results suggest current iPhone X demand is healthy. Most importantly, Lumentum results and guidance are evidence that Apple continues to be committed to augmented reality. We anticipate 3D sensing will only be front-facing on the new iPhones and believe Apple will be incorporating this technology in new product categories such as the iPad.
What this means for Apple: given the expected ramp in VCSEL arrays, we believe this fall, Apple will offer 3 iPhone models (up from 1 today) that include AR/3D sensing. This should provide slight upside to the Street's iPhone ASP in Sep-18 ($731) and Dec-18 ($790). For more read the full LoupVentures report by Gene Munster and Austin Bohlig here.
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