046: 2022 GADGET FIX: How APPLE's new SMARTPHONES & SMARTWATCH will impact the industry

Apple recently announced it's latest smartphones and smartwatch, so it's time to bring Asia's top device analyst - IDC's Bryan Ma - back onto the TechBurst Asia podcast to discuss what these launches mean to the industry.  00:45  Overview of the Apple Launch Event 02:00 Apple goes after the competitive athlete market with the Apple Watch Ultra - what does it mean for vendors like Garmin and Suunto? Or the other leader smartwatch - the Samsung Galaxy Watch5 Pro.? 08:00 Bryan's view of the new Apple iPhone 14 Satellite communications eSIMs 09:30 Why does the new iPhone 14 have a satellite connection?  12:00 Apple goes eSIM! Why they made the shift and what it means to the mobile operators.  15:15 Huawei's launch of its Mate 50 flagship smartphone - nice device, but it's still 4G only 17:45 When is keeping Apple from launching a foldable smartphone? And when can we expect it? And could there be a foldable iPad? 19:00 Comparing Samsung's S22 to the latest iPhones 20:00 If you had to pick one device from the iPhone 14, Samsung S22, Samsung Flip and the Huawei Mate 50, which one would you pick and why? 21:00 The device manufacturer's dilemma - how to differentiate in a mature market? 22:30 What's the latest on the Chinese & Indian device markets - and has the pandemic slowed demand? 26:00 Is the chipset shortage finally sorted? 27:10 How do you see the market for smartphones and smartwatches developing - and how can the device manufacturers differentiate? 28:15 The latest on the PC market (pandemic driving growth) and AR/VR - and when can we expect an Apple VR headset?