Bernstein: Eyewear could account for 20% of Apple’s revenue by 2040 (Philip Elmer-DeWitt/Apple 3.0 – Philip Elmer-DeWitt)

Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Bernstein: Eyewear could account for 20% of Apple’s revenue by 2040 – In the long-run, we believe that XR devices may be cannibalistic to iPhones — Analyst Toni Sacconaghi In the long-run, we believe that XR devices may be cannibalistic to iPhones Analyst Toni Sacconaghi From a note to clients that landed on my desktop Wednesday: Yes, Apple is …

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