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The interest in buying phones and computers now is unsurprising, considering that major companies like Apple, Google, Huawei, and Xiaomi manufacture or source those items from China. While most electronics from China currently have a 20% tariff rate, that could rise to the duty that鈥檚 on other goods鈥�145% to 245%.

Players like Meta, Snap, Apple, Rokid, Samsung, and Baidu are eyeing smart glasses as a more cost-effective and accessible AR form factor that can be enhanced by AI鈥檚 ability to deliver contextual information. AI integration is accelerating smart glasses adoption and capabilities.

While tariffs are pushing some companies鈥攍ike Hyundai and Apple鈥攖o invest billions in US manufacturing, most are holding back as uncertainty diminishes their appetite for risk. Our take: As the IMF report makes clear, uncertainty, not tariffs, is the biggest threat the US economy faces right now.

Apple launched the 鈥淐elebrate Whoever You Call Mom鈥� campaign, promoting inclusivity by acknowledging diverse maternal figures. This approach reflects a growing consumer interest in a brand鈥檚 ethos before engagement, demonstrating that Mother鈥檚 Day marketing is about reputation and values as much as sales. Creative synergies.

That put it behind both Spotify and Apple Podcasts. But in October 2024, that number jumped up to 34%鈥攑utting YouTube ahead of Spotify (17%) and Apple Podcasts (11%). YouTube has been busy as of late courting podcasters with new tools and monetization schemes.

Google, Apple, and Tesla are also working on humanoid robots for consumer applications. Key stats: Citi forecasts that there will be 1.3 billion AI robots by 2035 and that the market will be worth $1.7 trillion for humanoid robots alone, per its Rise of AI Robots report. In today鈥檚 world population, that鈥檚 about one robot for every six people.

The glasses鈥� real-time health metrics could facilitate an AI fitness coach that measures metrics like calories burned or speed, similar to an Apple Watch. They could also connect users with tech support for computers or household repairs by allowing the service rep to analyze objects the user is seeing and pull information from the web.

Microsoft has worked toward carbon neutrality since 2012 and pledged to be carbon negative by 2030 for all three scopes, while Apple wants to be carbon neutral across its value chain by 2030. Yes, but: Sustainability remains important globally, but it鈥檚 facing some challenges in the US.

Apple, Samsung, and Xiaomi collectively hold 62.72% of the global smartphone market, per StatCounter. Although generative AI (genAI) capabilities are limited to premium devices right now, those features could become more common in non-premium phones as the tech gets baked into operating systems. By 2028, 9 out of 10 smartphones priced above $250 will be genAI-capable, per Counterpoint Research.

Apple Pay鈥檚 dominance comes despite Apple iOS and Android having roughly identical smartphone OS shares in the US. Section 4: How Can Vendors Help Mobile Wallet Providers Respond? Vendors must help mobile wallet providers increase transactions, add commerce features, and increase acceptance. Increase POS transactions: Streamline checkout by removing manual processes and optimizing customer rewards.

Apple and Google remove ByteDance apps from stores: While TikTok restored service for existing users, Apple and Google have yet to reinstate it to their app stores, which means the app can't be downloaded or updated. Apple also summarily removed ByteDance鈥檚 other apps, including Lemon8 and CapCut. Apple, Google, and internet service providers are on the hook for non-compliance with the TikTok ban.

Our take: Without an official launch date for Alexa+, it could see more delays, like Apple Intelligence faced. Consumers may be wary of trusting Alexa鈥檚 AI in their homes since the device is set to train its systems on users鈥� speech patterns, requests, text transcriptions, and ZIP codes.

Email is the top area where marketers are increasing their budgets. Some 62% of US B2B and B2C marketers had increased their email marketing campaign in the past 12 months, according to April 2023 data from SeQuel Response and ISG. But recent email updates from Apple and Gmail add new challenges to email marketing, especially for B2B marketer.

Audible has over 40,000 AI-narrated titles, per Bloomberg, and Apple Books added AI-narrated options in 2023. Spotify said its goal is to boost the number of audiobook authors on its platform and make audiobook narration more cost-effective. AI everywhere: Spotify is incorporating AI throughout its offering.

Our take: This tie-up with Apple is a win for Synchrony. Both features can boost cardholder satisfaction, especially after they go live for the issuer鈥檚 co-brand and private label cards, given they make up the majority of its portfolio. The features could also make Synchrony a more attractive partner for retaining and attracting private label and co-brand cards鈥攊ncluding potentially with Apple itself.

Six of the world鈥檚 10 largest companies by net ad revenues make up the EC鈥檚 designated gatekeeper organizations鈥擜lphabet, Amazon, Apple, ByteDance, Meta, and Microsoft. In March 2024, the EC opened proceedings against three of them, with a conclusion expected within 12 months.

It could eventually force Apple to open up its NFC capabilities to other mobile wallets, disrupting industry dynamics

Apple will begin its advertising ascendancy in the coming year: The tech giant could see spectacular ad growth the remainder of the decade.

Recurring payments for Apple Cash can boost engagement and lure new users.

Showing card account info takes away an important touchpoint for banks and puts Apple at the center of the relationship

Gen Z鈥檚 love of Apple is its secret weapon: The cohort should help it build its advertising business for years to come