By John Moltz
October 13, 2023 2:00 PM PT
This Week in Apple: Big business bucks

This week Piper Sandler takes on the most harrowing task of all while Google makes it rain on Cupertino. And if you’re waiting to buy the latest Apple kit this year, your wait will soon be over.
The scariest time of year
Say, how are the kids these days? Has anyone checked on them? Are the kids… all right?
“iPhone Continues to Be Most Popular Smartphone Among Teens, Apple Watch Ownership Growing”
Well, I kind of meant more emotionally. But I guess that works, too. It’s certainly more pertinent to this column.
This is, of course, Piper Sandler’s annual survey of teens across America, and hats off to them for doing this every year because teens are frightening. You ever see a group of them at the mall?
[shudder]
And, as the report notes, they’ve been doing this a long time.
Since the project began in 2001, Piper Sandler has surveyed more than 248,283 teens and collected over 60.7 million data points on teen spending.
That’s a lot of teens. But it still might only be a certain subset. Ten years ago, Apple Insider noted that Piper was only surveying teens in upper and middle income brackets. It’s not clear if it’s continued that practice or not, so while these results might be indicative of the purchasing patterns of better-heeled teens they may not speak for all teens.
Do teens like iPhones and Apple Watches? Sure. Do 87 percent of all teens in the U.S. own an iPhone as the survey claims? That’s less certain.
Pay to play
It has previously been suggested that Google paid Apple somewhere in the neighborhood of $10 billion to be the default search engine on iOS. Well, apparently inflation has gotten a lot worse than we thought.
“Google Pays Apple $18B to $20B a Year to Be Default iOS Search Engine”
I was gonna say it’s good work if you can get it, but I’m not sure how much work is really involved. Certainly there are a lot of lawyers involved. I’m just not sure how much coding.
Bernstein says Google pays out 22 percent of total ad revenue under its traffic acquisition costs (TAC) and estimates Apple likely receives around 40 percent of this.
Hey, look, iOS developers! It could be worse!
Eddy Cue has defended continuing to make Google the default search engine by saying there’s no “valid alternative”. As a DuckDuckGo user, I’d take exception to that assertion. In Cue’s defense, though, he might just be saying there’s no valid alternative to getting $18-20 billion a year. I get that.
Very sane Apple rumors
We are about halfway through October and time is running out for any additional Apple hardware this year. Current rumors indicate those M3-based MacBooks we were hoping to get won’t ship until next year. Please adjust your scorecards accordingly.
Now at the tenth hour a new rumor suggests…
Wait, is it a rumor when it’s based on extended ship dates for Macs? Is reading portents rightly categorized in “rumors” or should it be considered “speculation” or “conjecture”?
Are there any etymologists in the audience?
I said “etymologists”, Karl. No one wants to hear about your fish degree right now.
At any rate, as MacOtakara noticed, ship dates for iMacs have been delayed, indicating that a refresh could be coming, possibly the long-awaited bump to an M2 processor. Usually the darling of Apple’s lineup, the iMac has now fallen behind the once-lowly Mac mini in the refresh cycle (the last mini refresh took 26 months while the current iMac has been out for a whopping 30 months).
There’s still a fair chance that Apple will rev the iPad Air this month, but all other rumors, portents, signs and bones cast indicate we’re done for the year for everything else.
Unless you have $21 billion. In which case Apple might also be willing to sell you a previously unavailable spot as a search engine.
[John Moltz is a Six Colors contributor. You can find him on Mastodon at Mastodon.social/@moltz and he sells items with references you might get on Cotton Bureau.]




