Fortune reports on a newly-published research effort from Morgan Stanley which analyzes the mobile Internet industry and in the process points to the iPhone's tremendous early growth and Apple's leadership position in the industry.
Based on past performance, according to Morgan Stanley, Apple is in the "pole position" in the race to dominate mobile Internet computing, which is supposed to be for the 2000s what desktop Internet computing was for the 1990s, personal computing for the 1980s, mini computing for the 1970s, and mainframe computing for the 1960s.
According to Fortune's report, Morgan Stanley analyst Katy Huberty sees the iPhone's massive installed base and application offerings as giving Apple a "two or three-year lead" on the rest of the industry. The iPhone's rapid early growth, which has easily surpassed that of other revolutionary Internet offerings, is seen as evidence of the game-changing nature of the device and the potential for continued leadership throughout the rapidly-evolving industry.
The report also provides data backing up what many have previously observed: that iPhone users' heavy use of data in comparison to that of other smartphone users is revolutionizing the mobile Internet industry and driving innovation and growth in excess of the device's market share. According to the study, the iPhone holds only 17% global smartphone market while claiming 50% of mobile app usage and a full 65% of mobile Web browsing.
While it remains to be seen whether Apple can continue its explosive growth in the face of increasing competition in the mobile Internet space, it seems clear that Apple holds a number of advantages that offer it the opportunity to drive the industry for the foreseeable future.
Thursday November 27, 2025 1:01 pm PST by Joe Rossignol
Apple's online store is going down for a few hours on a rolling country-by-country basis right now, but do not get your hopes up for new products.
Apple takes its online store down for a few hours ahead of Black Friday every year to tease/prepare for its annual gift card offer with the purchase of select products. The store already went down and came back online in Australia and New Zealand, ...
Tuesday November 25, 2025 7:16 am PST by Joe Rossignol
Apple recently teamed up with Japanese fashion brand ISSEY MIYAKE to create the iPhone Pocket, a limited-edition knitted accessory designed to carry an iPhone. However, it is now completely sold out in all countries where it was released.
iPhone Pocket became available to order on Apple's online store starting Friday, November 14, in the United States, France, China, Italy, Japan, Singapore, ...
Friday November 28, 2025 7:33 am PST by Joe Rossignol
While all Macs are now powered by Apple's custom-designed chips, a new rumor claims that Apple may rekindle its partnership with Intel, albeit in a new and limited way.
Apple supply chain analyst Ming-Chi Kuo today said Intel is expected to begin shipping Apple's lowest-end M-series chip as early as mid-2027.
Kuo said Apple plans to utilize Intel's 18A process, which is the "earliest...
We've been focusing on deals on physical products over the past few weeks, but Black Friday is also a great time of year to purchase a streaming membership. Some of the biggest services have great discounts for new and select returning members this week, including Apple TV, Disney+, Hulu, Paramount+, Peacock, and more.
Note: MacRumors is an affiliate partner with some of these vendors. When...
Thursday November 27, 2025 3:14 am PST by Tim Hardwick
Apple's disappointing iPhone Air sales are causing major Chinese mobile vendors to scrap or freeze their own ultra-thin phone projects, according to reports coming out of Asia.
Since the iPhone Air launched in September, there have been reports of poor sales and manufacturing cuts, while Apple's supply chain has scaled back shipments and production.
Apple supplier Foxconn has...
Cellular carriers have always offered big savings on the newest iPhone models during the holidays, and Black Friday 2025 sales have kicked off at AT&T, Verizon, T-Mobile, and more. Right now we're tracking notable offers on the iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and iPhone Air. For even more savings, keep an eye on older models during the holiday shopping season.
Note: MacRumors is...
Tuesday November 25, 2025 7:09 am PST by Tim Hardwick
Apple's first foldable iPhone is expected to launch alongside the iPhone 18 Pro models in fall 2026, and it's shaping up to include three standout features that could set it apart from the competition.
The book-style foldable will reportedly feature an industry-first 24-megapixel under-display camera built into the inner display, according to a recent JP Morgan equity research report. That...
