Apple's Next Big Bet

will it pay off?

Welcome back!šŸŽ
Hereā€™s the latest with Apple.

  • Apple first ā€robotā€ is coming

  • The NFC chip is now open

  • Appleā€™s digital ID adds a new state

  • & more

šŸ“Š Poll

Last week, I asked: Do you use Safari as your primary browser on your iPhone and/or Mac?

Here are some of my favorite replies:

Yes - ā€œI don't really see any reason why I should use any other browsers than Safari - the navigation, the speed, and ease of use just perfecty suits my needs. I trust Apple that they have my back on security - I definitely can't say the same about Google - and I also like the Safari integration with both macOS and iOS. And full disclosure, I neither like Google particular as a company and their rage to collect data, nor do I have any trust in them. I occasionally useOpera as an alternative browser if (very rarely) the website that I am visiting does not support Safari well. Keep up the great work on these newsletters - I really like your style.ā€

No - ā€œI used to until I found out about Arc. This sounds like a sponsor but i really like the AI features built into it and I know I wont be able to use the Apple Intelligence features because I have the 14 Pro, so I might as well use third party software. šŸ¤·ā€ā™‚ļøā€

This week: Do you use Apple Wallet for things like Apple Pay, boarding passes, etc? If not, why? More on this later.

Do you use the Apple Wallet?

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šŸ—žļø The Latest

šŸ¦¾ Appleā€™s First ā€œRobotā€

TechSpot

We heard rumors about an ā€œiPad with a robotic armā€ last month but we didnā€™t have any context. Now, we do. Hereā€™s the latest.

  • Apple is now prioritizing the development of a tabletop home device that combines an iPad-like display with a robotic arm.

  • This ā€œrobotic armā€ can swivel a full 360Āŗ, bend, tilt up & down, and move around on a table.

  • The device is envisioned as a smart home command center, videoconferencing machine, and remote-controlled home security tool.

  • It will be controlled with Siri/Apple Intelligence and can respond to commands such as ā€œlook at me,ā€ by repositioning the screen to focus on the person saying the phrase.

Bloomberg

  • Kevin Lynch, who oversaw Appleā€™s self-driving car project, is taking the lead with this new project.

  • Itā€™s set to launch as early as 2026 or 2027 for around $1,000.

My take: Itā€™s too soon to predict whether or not this product will succeed, but one thing is clear: Apple Intelligence will determine the fate of this product category. And it still has a lot to prove.

Plus, $1000 for a tabletop iPad will be a tough sell for your average consumer. Although, I can see this appealing to those who take daily FaceTime calls and have several HomeKit devices.

šŸ“² The NFC Chip is Opening Up

Apple

Apple has just announced that theyā€™re opening up the iPhoneā€™s NFC chip to third-party developers. Hereā€™s the scoop.

  • Starting with iOS 18.1, developers will be able to use the new NFC and SE APIs to offer in-app contactless transactions, separate from Apple Payā€Œ and Apple Wallet.

  • This unlocks new possibilities for in-store payments, car keys, transit passes, corporate badges, student IDs, home and hotel keys, merchant loyalty cards, event tickets, and even future government IDs.

  • Currently, Apple Wallet and Apple Pay are the only payment apps/wallets that can utilize the NFC chip.

  • This change means that developers for other wallet apps, such as Crypto/Web3 apps, will be able to invoke NFC or ā€œtap to payā€ for transactions.

  • Also with this update, youā€™ll be able to set a default contactless payment app when you double-click the iPhoneā€™s side button.

  • However, there will be fees. Developers will need to request the new entitlement and enter into a commercial agreement with Apple.

The NFC and SE APIs leverage the Secure Element ā€” an industry-standard, certified chip designed to store sensitive information securely on device.

Apple has dedicated significant resources to design a solution that protects usersā€™ security and privacy, leveraging a number of Appleā€™s proprietary hardware and software technologies when making a contactless transaction, including the Secure Enclave, biometric authentication, and Apple servers.

To make a contactless transaction within an app that utilizes these APIs, users can either open the app directly, or set the app as their default contactless app in iOS Settings, and double-click the side button on iPhone to initiate a transaction.

Apple/Press Release
  • This will be available to developers in Australia, Brazil, Canada, Japan, New Zealand, the UK, and the US in an upcoming iOS 18.1 Beta, with additional locations to follow.

  • By the way, this is different than the EUā€™s implementation, which uses HCE (Host Card Emulation) and doesnā€™t have any fees associated with it. That could explain why the EU isnā€™t supported or mentioned.

My take: This is great news for developers, especially those in the crypto space! Now, in theory, youā€™ll be able to use ā€œtap to payā€ to transfer Bitcoin, USDC, or other cryptocurrency.

Itā€™s not just for transactions, though. This can also be used for creating an in-app NFC system for car keys, hotel keys, transit passes, and more.

šŸŖŖ Fresh New Digital IDs

Apple

Apple announced that California is the next state to support digital driverā€™s licenses and state IDs in Apple Wallet on the iPhone and Apple Watch!

  • Wallet app integration is the latest addition to Californiaā€™s mobile driver's license effort, which began last year with the California DMV app.

  • But unlike the 3rd party app, your license can now be stored directly in your iPhoneā€™s wallet, offering a more seamless and simplistic experience.

  • These digital IDs can be used at TSA checkpoints in select airports and for age verification at select stores.

  • As mentioned by a user in Colorado with this feature: ā€œI live in Colorado where this has been available for a while and let me just tell you about how convenient this is! Whenever I fly out of Denver, I just tap my phone at TSA and Iā€™m on my way!ā€

  • California joins Arizona, Maryland, Colorado, Georgia, and Ohio as states that have implemented this feature.

My take: Appleā€™s rollout of the digital driverā€™s license has to be the slowest of all time.

Anyways, this is great news for Californians. Itā€™ll potentially make going through TSA more convenient and eventually make age verification at stores easier.

But donā€™t plan on leaving the house without your physical ID anytime soon. Law enforcement and most businesses will not accept a digital ID.

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