Apple Analyst: Prepare To Be Underwhelmed on Monday – Fortune

“We worry investors will certainly discover the next several Apple media events underwhelming,” wrote Oppenheimer analyst Andrew Uerkwitz in a note to clients Friday.

“While we anticipate to notice several ‘under the hood’ improvements across devices, we are not expecting the exact same exuberance as last year once Apple shared last details of the Apple Watch.”

He’s got a point. Tuesday’s San Bernardino court hearing holds a lot more excitement for me compared to the rumored line-game Monday’s “in the loop” event: 4-inch iPhone, 9.7-inch iPad Pro, brand-new See bands, OS updates.

So Uerkwitz, as though to justify his “outperform” rating on Apple


, cast his thoughts beyond Monday’s event and place out a report titled “Looking in to Our Crystal Ball.”

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Here’s exactly what he sees coming from Cupertino over the next 2 years (I quote):

  • Capturing Leadership in Smartphone Cameras: The iPhone cameras finest embody Apple’s ability to elevate off-the-shelf components along with superior software engineering skills to differentiate themselves from competition. We believe a collection of significant overhauls are in line for the upcoming iPhones—we notice 360 video and depth sensing as the a lot of most likely brand-new features.
  • Siri—The Omnipresent AI Assistant Across all of Devices: We believe Apple will certainly keep on to push wider deployment of Siri. This year, we believe Apple will certainly promote third-celebration developers to link along with Siri in a lot more meaningful ways, as a counterattack to “OK Google” and Amazon Echo.
  • One a lot more Thing—VR: We believe Apple has actually been building up to launch a mobile VR headset based on potential modifications in display technology (OLED), GPU improvement (steady doubling of performance in recent iterations), and the introduction of a lot more sophisticated sensor fusion, every one of which will certainly permit Apple to introduce a VR headset that utilizes current iPhones or iPads.
  • Incremental Improvements: Various other non-vital improvements we believe Apple could gradually roll out for its hardware and software are weather proofing, much better battery life, lighter and thinner industrial designs, introduction of brand-new materials, and enhancement and expanding partnerships for HomeKit, HealthKit, CarPlay, and Apple Pay
  • Bottom Line: We believe Apple’s broadened device line-up and boosting user experience will certainly keep on to include leverage to its ecosystem, allowing the business to engage and retain users previously untouched. It does this in little steps—and eventually allows for the business to make the next huge thing. We don’t notice this model changing—yet we do believe it could frustrate investors.


Note that once Uerkwitz looked in to his crystal ball, he checked out neither a Vehicle nor a streaming TV service.

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