Walt Mossberg: Apple needs a big new innovation soon

Walt Mossberg, co-founder of Recode, joins “Squawk Alley” to discuss lagging innovation at Apple, streaming services and more.
I think it’s hard to shake the perception of the company [as a hardware maker dependent on product cycles] because the iPhone is so ubiquitous and so associated with Apple that for people to think about it in other ways is going to take a lot, a lot of marketing. Luckily, they are pretty good at marketing, but they have to execute.
I think they still are working on some new hardware and software initiatives – notably augmented reality glasses – where I think they have invested a lot of money and have a lot of people working… Whether they’ll succeed, I don’t know. Remember, the services business has grown very, very robustly at Apple and, if they pull this next thing off, it will grow even more robustly. — Walt Mossberg

Direct link to video here.
MacDailyNews Take: Incongruously, Mossberg asserts, “it’s been nine years since their last big, giant kind of product which was the iPad. Nine years.”
Then, of the Apple Watch, which was released less than four years ago, Mossberg then immediately disproves his assertion by saying, “[Apple] are the biggest watch company in the world, which no one would have predicted when it first came out. Not only is it the biggest selling smartwatch, but it’s bigger than the whole Swiss watch industry… [And another product] that’s a huge hit are AirPods.” Apple introduced AirPods just over two years ago.
As per Apple Glasses:
As iPhone was to Nokia and Apple Watch is to Swatch, Apple Glasses will be to Ray-Ban et al. — MacDailyNews, March 8, 2019
Once Apple’s augmented reality smartglasses are released, people are going to want to wear them during every waking hour. – MacDailyNews, February 26, 2019
Someday, hopefully sooner than later, we’ll look back at holding up slabs of metal and glass to access AR as unbelievably quaint. — MacDailyNews, July 28, 2017
The impact of augmented reality cannot be overstated. It will be a paradigm shift larger than the iPhone and the half-assed clones it begat. — MacDailyNews, August 4, 2017
Augmented Reality is going to change everything. — MacDailyNews, July 21, 2017
SEE ALSO:
Apple hires augmented reality/virtual reality expert Arthur van Hoff – April 9, 2019
Apple’s years of work on AR and VR will pay off in the 2020 smartglasses – March 8, 2019
Ming-Chi Kuo: Apple AR glasses coming in 2020; will require iPhone to do the heavy lifting – March 8, 2019
Tim Cook says Apple is ‘planting seeds’ and ‘rolling the dice’ on future products that will ‘blow you away’ – March 1, 2019
Apple patent reveals features of augmented reality smartglasses – February 26, 2019
Apple’s next big thing could replace both the iPhone and Apple Watch – February 21, 2019
Augmented Reality will spark the next big tech platform – February 15, 2019
Apple taps iPhone exec Casanova to be first head of marketing for augmented reality – February 12, 2019
Apple working on new iPhones with powerful 3-D camera and laser scanner in augmented reality push – January 30, 2019
Apple patent reveals ongoing work on micro-LED displays for holographic imagery – November 9, 2018
What’s happening with Apple’s secret augmented reality glasses project? – November 8, 2018
Apple’s Akonia acquisition points towards ‘Apple glasses’ – August 30, 2018
Apple buys Akonia Holographics, a startup focused on lenses for AR glasses – August 30, 2018
Ming-Chi Kuo: Apple Glasses coming in 2020 – August 15, 2018
Gene Munster: Apple will release Apple Glasses late in 2021 – May 17, 2018
Apple patent application reveals work on eye-tracking technology for VR and AR headsets – April 27, 2018
Apple prepping Micro-LED displays for Apple Watch and Smartglasses for 2019, sources say – April 3, 2018
Apple CEO Cook on the future of fashion, shopping, and AR smartglasses – October 11, 2017
Apple’s AR smartglasses – understanding the issues – August 29, 2017
Bernstein: Apple’s ‘smartglasses’ opportunity ‘could be enormous’ – August 25, 2017
Apple working on several prototypes of AR glasses – August 4, 2017
Apple’s next big move: Augmented reality – August 3, 2017
Apple’s rumored new glasses will be an even bigger deal than the iPhone – July 28, 2017
Apple smart glasses are inevitable – July 28, 2017