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.
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models as of May 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone X ...
Wednesday May 28, 2025 11:56 am PDT by Juli Clover
With the design overhaul that's coming this year, Apple plans to rename all of its operating systems, reports Bloomberg. Going forward, iOS, iPadOS, macOS, tvOS, watchOS, and visionOS will be identified by year, rather than by version number. We're not going to be getting iOS 19, we're getting iOS 26.
iOS 26 will be accompanied by iPadOS 26, macOS 26, tvOS 26, watchOS 26, and visionOS 26...
Apple is reportedly preparing to implement significant iPhone hardware redesigns each year for the next three generations.
According leaks from the Chinese supply chain disclosed by Weibo user "Digital Chat Station," Apple plans to carry out a series of phased industrial design changes affecting different parts of the iPhone across three consecutive years: 2025, 2026, and 2027. The changes...
The popular messaging app WhatsApp has teased a long-awaited iPad app, which would be offered alongside its existing iPhone and Mac apps.
The official WhatsApp account on X today reacted with an eyes emoji to a post saying that WhatsApp should release an iPad app. This could be a hint that Meta is gearing up to release WhatsApp for iPad, which has already been available for beta testing via...
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We've heard a bit about the updated size before, but with most rumors focusing on the iPhone 17 Air, it's easy to forget. Display analyst Ross...
Apple had plans to offer a Starlink-like satellite home internet service in collaboration with Boeing, The Information reports.
Starting in 2015, Apple held discussions with Boeing about "Project Eagle," a plan to launch a service to provide wireless internet services to iPhones and homes. The companies would have launched thousands of satellites into orbit around the Earth to beam internet...
The next major version of macOS, now dubbed "macOS 26," is rumored to drop support for several older Intel-based Mac models currently compatible with macOS Sequoia.
According to individuals familiar with the matter cited by AppleInsider, the following Macs will not be supported by the next version of macOS:
MacBook Pro (2018)
iMac (2019)
iMac Pro (2017)
Mac mini (2018)
MacB...