Apple’s ‘Innovation engine at full throttle’, Morgan Stanley

Apple made good use of the park at WWDC

Morgan Stanley analyst Katy Huberty has published her first thoughts following Apple’s WWDC 22 announcements, arguing these show the company’s “innovation engine is at full throttle”.

Apple’s innovations continue

“Today’s WWDC keynote once again brought out what we believe is the most compelling characteristic of the company – Apple’s deep focus on in-house hardware and software innovation combined with an increasing set of features that allows Apple’s platform of products and services to function more uniformly, ultimately providing an unmatched, and unreplicable, user experience,” she wrote.

The cross-platform nature of much of the OS updates means Apple is raising all the boats in its fleet, with the iPad continuing to become a powerful device, she argues. But Apple’s focus on integration between its devices also improves the value of the whole ecosystem.

Apple Silicon now is the Mac

The analyst observes that as of C1Q22, 97% of Apple’s desktops & notebooks shipments featured Apple Silicon, up from 75% in C1Q21 and 0% in C1Q20, when shipments heavily relied on Intel’s x86 architecture.

[Also read: Morgan Stanley shows why Apple-as-a-service is good business]

Apple isn’t playing with CarPlay

Why CarPlay matters

“We believe this update is significant because it puts the Apple ecosystem at the center of the auto software experience in a way it hasn’t before – becoming more like a carOS than just one available app on a center-console display. We believe this is likely one part of Apple’s path towards developing a car operating system and could be a small taste of what’s possible with a potential Apple Car project,” she wrote.

Also read:

• WWDC22: What’s new in macOS Ventura? Quite a lot actually…
• WWDC22: Apple Watch gets big health upgrades
• WWDC, iOS: Lockscreen gains widgets, more ways to share
• WWDC opens doors with good news from AirPods & HomePods
• WWDC22: Apple makes devs API-er with Weather and more
• With iPad OS 16, Apple asks, ‘what’s a computer’?
• WWDC: Apple surges forward, begins M2 chip transition

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