We kick things off with Neil’s thoughts on iFixit’s iPhone 14 discovery. The discussion then expands to take a broader look at how iPhone longevity impacts Apple and the iPhone installed base. We also look at what Neil sees as changing dynamics found with iPhone upgrades. The update goes over Neil’s estimate of where the iPhone upgrade cycle had been and where it is likely headed.

September 20th, 2022: The iPhone 14’s Surprise Redesign, iPhone Longevity, Changing iPhone Upgrading Trends

Hello everyone. Today’s update will have an iPhone focus. Let’s jump right in.

The iPhone 14’s Surprise Redesign

iFixit is a publication dedicated to educating people on device repair. The site is known for its device teardowns.

In recent years, iFixit has moved more into advocacy and opinion, presumably because it’s good for business. iFixit makes money by selling device parts, replacement tools, and repair kits. This means it’s in their interest to talk up what it views as device repair injustices – that’s putting it nicely as to what they have been doing.

With that said, the following post from iFixit caught my attention.

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