저자: Kevin · 외국인
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애플 9월 행사 리뷰. 비전프로 내년 초 출시 재확인과 iCloud+ 용량 확대(최대 12TB)는 긍정적. 워치 울트라2·아이폰15는 배터리·5G 개선이 없어 업그레이드 가치 낮다고 평가. 개인적으로 아이폰15·워치 울트라2 구매는 안 하겠다는 입장. 애플 비중은 한 달 전 줄였으며, 행사 결과로 투자 의견을 바꾸지는 않음. 주가 급락에 패닉 매도할 이유는 없다고 봄.
다듬은 글
right so the Apple event has just happened and I'm 99.9 sure apple is going to probably strike the live stream I did covering the event so instead of showing any kind of photos or whatever I'm just gonna give you my opinion as basically an apple nut I'm also an apple shareholder and I run an actively managed ETF that has some apple exposure in it in this video I'm going to talk to you about my thoughts about am I going to get the latest iPhone keep in mind I've gotten every single iPhone since launch since launch iPhone 1 iPhone 3 you name it I use Apple iPads Apple computers laptops everything I also use PC and Android though so am I going to get the latest of foam am I going to trim the stock let's talk about all of that some of the two biggest things that came out of this event in my opinion for me personally were the reiteration that the Apple Vision Pro is expected to ship early next year that's a big deal and a second big deal which actually should help Apple's Cloud Division and their server revenues for cloud plus which is one of the biggest margin areas for Apple this is where they really grow their margin is in the Apple services division Cloud plus they finally expanded the storage you can have instead of being stuck with up to two GBS of storage which you can double if you end up getting sort of like the personal on the other I don't know there are two versions you can get you can I kind of expand it and double it you can finally go from 2g or two TB of storage TV what did I write down we're going from two hold on a second obviously terabytes but you're going from two to six to 12 TBS of storage terabytes of storage this is great finally you can pay for more storage which when you're recording footage at uh 4K or even 1080p on your iPhone you clog that up really fast over the years so I'm really happy to see this I'm tired of having to go back and having to delete videos because my iCloud storage is full so this is actually a great uh update those are two fantastic things that I'm excited about now I'm also an apple uh watch Ultra owner now what I'm going to tell you about this Apple watch Ultra number one uh is my opinion on the one and I'm gonna tell you about the number two and I'll tell you if I'm gonna get a new one so I personally use the action button on the Apple watch Ultra as a flashlight which I think is really great for my family I don't love it so much even though I'm a runner and I love wearing this running I don't use the action button that much for turning that on I use it for the flashlight option really functional for the middle of the night trying to find something beats finding my phone really enjoy that is it worth having the action button just for that probably not the ultra has always been great though for battery life I've had almost every single watch that Apple's come out with and I'll tell you almost all of these watches just die they don't last they suck I've had them metal bands I've had all the different bands they've got the old ones suck the ultra actually lasts a good day and a half which is nice I could skip a day of charging it functional this is good so what do we have in terms of the new series nine and then in terms of the ultra what do we have well a lot of a hoopla about the S9 sip that's called a system in a package yep 60 more transistors 30 faster GPU which basically just makes stuff smoother the big announcement here on the watch though and this pisses me off because when I go on runs I try to use Siri all the time and I'm running and I'm like I got an 800 computer on my wrist and Siri doesn't freaking work sure you're not available I'm like what is this trash finally the new watches will have Siri processed on the watch no longer needing to connect to the cloud first thank God they're also announcing about 25 percent more accurate Siri I highly doubt that Siri and I we still have our disputes okay but processing it on the watch is amazing that is good they need to do that on all devices I'm tired of Siri having the process in the cloud uh obviously the sort of revolutionary announcement on the watch is this idea of double tap but you have to ask yourself how much you actually answer phone calls on your watch or how functional that's really going to be for you is it worth upgrading to the next phone or sorry to the next watch personally I don't know how much I'm going to use double tap I do think it's Innovative in that there's no camera on the watch right so they can't see your wrist I saw some comments from people wondering oh can somebody else go like this near you and then control your watch no it's it's really measuring the movement in your wrist via the accelerometer that's in the device and then you know the movement of your muscles in your wrist so it's not like there's a camera watching your fingertips doing this but it is a cool new smart gesture I like the cover the silence and notification or phone own Double Tap maybe to sleep or pause play music that's functional I like that there are a lot of times I find myself kind of wishing I could control it with just one hand not having to put down a cup of coffee or whatever I do think that's functional is it worth upgrading though I'll let you know at the end if it's worth it for me uh to upgrade uh to the new watch okay that double tap feature is on both the series nine and the ultra now the ultra is also getting the S9 sip on device Siri 3 000 nits of display when I'm running in the sun I will say sometimes I can't see the screen although when I'm running in the sun you gotta ask yourself how much do you really need to see the screen I don't know there are cases you want to see it right this is the point you gotta watch but anyway the biggest thing of the new Ultra 2 was that the modular device which is actually really entertaining in my opinion I don't know if I'm gonna be able to get my um watch to focus in on this but I'll try it but what's really entertaining attaining so I actually use the uh the modular display as well you can see it right here I use the modular display and one of the things that I like about the modular display is I've got so many different functions on it so I usually have it set for the UV indicator because I do go on runs and I like to know when do I have to put sunscreen on uh and a stopwatch for my kids so I set it to like a five minute countdown I'm like that's it you're a timeout for five minutes I push a button gray and I put them in timeout or I'm like hey you know how fast can you change I'll time you the kids really get excited about that I like to see the calendar obviously uh the you know what what my next event is so the modular display is really functional for me one of the new upgrades that they're talking about in the modular display is this idea that you could use the outside frame of the modular display to show depth I don't care about I don't go diving altitude I fly around I got a plane but I honestly don't care what altitude I'm at that's not my job I ain't the pilot uh and then uh the seconds thing is like minutely interesting only because I have this thing with my son where he likes to celebrate my eight-year-old likes to celebrate when it's exactly 12 or exactly one and so we'll watch the seconds together but the modular display actually already has that in the little circular option where it shows you the little ticks for time so frankly that's like a software change not that big of a change battery life improvements they're like hey look we're giving you all this new performance with the same battery life as last time so it's like wait a minute so I get on Device Siri and I get the tap tap is that going to be worth eight hundred dollars for a new Ultra we'll answer that at the end of the video okay then iPhone 15.
okay I lost it when they said the iPhone 15 has an all new design Marquez Brownlee astutely tweeted and said uh the lady literally said that with a straight face face palm essentially right it's it's ridiculous they're bringing Dynamic Island to the iPhone 15 so far only the pro had that in the 14 version same 48 megapixel uh camera that was in the iPhone 14 pro will go to the iPhone 4 15 standard uh this Ultra wideband technology I want to be clear what we did not hear at all on this event was anything about new 5G they did not mention 5G once which means it's probably the same Qualcomm 5G modem they've been using personally a little pissed about that like for me fast internet speed is everything that's a big selling point for me to get a new phone the iPhone 14 Hands Down iPhone 14 on T-Mobile has by far the fastest internet I have ever seen I and you know this if you subscribe to my channel and you see me cover breaking news stories or whatever I run around with two phones and an Android so I actually have three phones the reason for that is I have one service I have the Google find service on my Android I have uh T-Mobile on this phone and then I actually have I also have mint on this one but those are the same bands this is the 14 and then I have Verizon and a t on this in case you don't know on the iPhone this is the iPhone 13.
even on the iPhone 13 you can get two uh e-sims so you can have two different services and you can actually change the services between the two I don't have the best service in my office here but look at that top you see those two bands right there Verizon and ATT I can actually switch between the two this is the iPhone 13.
I don't need a new phone to do that and I have the same thing over here you'll see if I uh if I pull down I mean I don't know it's necessary for me to really go through it but I will anyway because some people find it very interesting so yeah my mints on Wi-Fi calling right now but if this ends up focusing right here there it is you can see Team mobile the next one's actually mint uh that's actually very useful for me because on the go I could go ah ATT sucks here I switch to the other e Sim and it makes it really useful for me to have fast internet the iPhone 14 very fast 5G service way better than the 13.
now no updates though in the 15 on 5G unless I missed it zero updates on the 5G now they do talk about the ultra wide band now Ultra wide band is not to be confused with the ultra bands that they have for 5G they're talking about the new Ultra wideband technology for find my iPhone okay this is not that revolutionary in that I mean they're suggesting okay maybe you could do it from three times further away uh and you can navigate to to find my friends a little bit better but frankly I have the iPhone watch Ultra right here and all the time I go in here and I do the Ping to find my phone that's functional do I really need to like get get even more accurate with where my phone is and upgrade to the latest watch on the latest phone to get even more Precision that's pretty good already the find my already right so something to keep in mind again I'm gonna I'm gonna tell you am I gonna upgrade to these devices and what I think about the stock in just a moment going through the rest of this you know initially I thought it was impressive that they were including the satellite service for free for two years but that's actually also true on the iPhone 14 so I'm sorry when I said that in the live stream I was wrong about that but I've corrected that it's actually not impressive because it's the same thing as they've done previously now the USBC cable this is obviously forced by the European Union which the apple apple will obviously turn this into hey we're doing USBC so we can give you external storage capabilities so you can film with your iPhone and store to an external you know fast solid state drive that's cool because then I could film and if I'm on a tripod and hand it to an editor I'll tell you if I actually think I'm going to end up using that so I'm going to write a little note here and tell you USBC storage I'll give you my answer on that it is cool though when you get that gigabit that 10 gigabits worth of transfer speed now I will tell you if I film on the iPhone and I do not let it just store in iCloud and then it takes me like a week or whatever to go to it when I have to re-download the files if I film something and then if I same day airdrop that content 1080p 4K whatever to an editor or somebody else on my team airdrop is fast when it works there are times it's frustrating and it's not connecting you got to reboot stuff whatever that's the way it is and so there will be some benefit to these faster transfer speeds via USBC capability and it's nice to have a universal charger via USBC you know I I'm a big iPad junkie you all know that I'm a big fan of the iPad the iPad Pros are the best I know this is not a pro radio here this is my medium sized iPad I've got the iPad tiny honestly every single iPad I have I do really enjoy I'm an iPad not I think they are incredible for reading for studying that's probably the most uh note taking obviously for presenting things that's useful uh but in terms of reading PDFs and annotating them Godly and I do that all day long right okay so uh but but there was no iPhone no iPad news in this but anyway it's nice to have the same charging uh Port but I'll tell you where that's a pisser I have gone through and made my life really really simple where everywhere I sit down or I have a charging environment I already have an iPhone lightning cable set up and so since I use two phones I have the 13 and the 14.
it doesn't make sense for me to potentially leave that lightning environment unless I want to go through and change out all of those that I have for my second phone to USBC right so there is some extra cost of if you upgrade to the iPhone 15 making sure that you're replacing where your lightning Chargers are two usbcs I know that might sound like nitpicking but think about it if you have five different spots that you usually have a lightning charger that could be your office it could be your car it could be in your bedroom it could be in your home office your work office whatever it is right you probably do or you should unless your phone's always dead right then you need some more Chargers anyway but five different spots uh you know you're gonna have to get another five pack of USBC cables uh they're gonna have to have the right wattage for you to actually get the real benefits of fast charging out of these you're probably going to spend somewhere around seven bucks at least per cable on these you know it's gonna be another 35 bucks you got to get the power bricks you're probably going to be at 100 bucks in cables so just something to keep in mind it's another adopt uh thing to adopt or spend money on especially if you get the official Apple cables well then you're probably gonna get ripped off but whatever uh again you got to get the faster USBC cables I actually have one over here I'll tell you this I have a you know a lot of people don't know about this but I have this for example this Elgato stream deck right here you know it's just a little stream switcher that you use for like Tick Tock streaming or whatever right you plug it in if you plug this in with a regular USBC cable it actually won't function you need to have a USB uh C uh a c cable that supports the wattage that you need for fast charging and so when and if you go look at USBC cables make sure you're evaluating what wattage you actually need to go through the cable because not all USBC cables are created equal and they won't actually give you the the proper data and power flow that you might expect from C so there's a lot to learn when it comes to C and there's gonna be some adoption curve and money spending for USBC something to keep in mind now as far as the iPhone 15 Pro thinner bezel titanium frame toughest glass bro listen I have been an iPhone dude since the iPhone 1 and every single single year they tell me the glass is going to get stronger and stronger and stronger and almost every single year this is what happens to my glass okay almost every single year I'm sick and tired of it's stronger glass and then it's a rep uh I will say uh the I do like shout out to Pelican hashtag not sponsored what is sponsored on my channel is me pitching that I have a coupon expiration for the programs of building your wealth this Friday email us at staff meet kevin.com if you want any bundles lifetime access to live streams uh price increase more value coming to courses uh discounts for Home Building uh my startup my real estate startup blah blah blah okay these Pelican magsafe wallets they're actually very good I have to say shout out to the magsafe wallets I have two of them this is what it looks like on the iPhone 14.
uh this is the uh just sort of one that I have on my 13th but uh this is just a regular magsafe little wallet here let's get it to focus get my face out of there uh this Pelican wallet I really really enjoy this kind of Pelican wallet right here I'll go ahead and open it up for you basically what it has is uh it's a little storage there we go I'm trying to do this live it has two spots it's got obviously a spot where you could slide in the credit cards and then you can slide some money under here uh what I actually do when my second one is I actually keep a security key in this one so if you have a purpose for this at work or something like that a little security key and then I also keep an Apple Air tag which I've labeled custom label 1337 in there so I keep that sort of in here so I have a security key spot and then one for credit cards driver's license and uh you know money uh cash some cash two dollar bills whatever you want to keep so I do find those Pelican uh hard cases somewhat useful probably one of my favorite Mac uh mag safe accessory rather okay that gives you a heads up on this now the other thing to keep in mind on the announcement iPhone phone 15 Pro same sizes a lot of talk about obviously about recycled materials carbon neutral I'm going to skip that that was talked about a lot uh that they still have their goal of you know zero carbon footprint by 2030 blah blah blah okay the one thing that I do like about the 15 is the customizable action button so right now on the iPhone you have the the little switch right here to go from uh you know ring to not ring it just turns the ringer on and off which is annoying because if you are already on do not disturb then that ringer button doesn't matter now if I turn off do not disturb but it's on silent then you forget oh I'm not going to get phone calls or I'm not going to hear phone calls so customizing that action button much like the customizability of the action button of the ultra watch is actually very functional in my opinion you being able to customize it to Flashlight which is what I use on my ultra voice memo brilliant quickly hitting one one button and going to voice memo brilliant move right there launching the camera I already I mean you already kind of have the launch camera button right here it's not that hard to launch the camera from here so I don't know how useful that that is I'd probably go either voice memo or flashlight since I have flashlight on my ultra honestly I'd probably go voice memo uh like oh hey would you mind if I record this really quick boom click done right useful or you have it changed from your do not disturb settings maybe that's where I would lean I guess it would depend if I'm traveling or what my needs are at the time or launching a shortcut or accessibility that I do like the iPhone 15 Pro will have the a17 pro three nanometer chip asml and Intel are gonna be happy about these things uh a tsmc as well asml is the company that manufactures the lithography machines that bring you down to three nanometers Intel is getting the first three nanometer manufacturing capability in America uh and uh and a tsmc which produces a lot of the Apple products uh has this as well Machine learning is expected to be twice as fast USB 3.0 transfer speeds fine we talked about that we talked about airdrop honestly the biggest pitch they gave was they're like oh it's four times as fast for Ray tracing which is for like video games I'm like wait a minute that's not actually that great of an upgrade probably the bigger upgrades came from the camera which you're gonna be at the same 48 megapixel camera uh 24 millimeter lens however I and I it wasn't clear if they're just going for a a digital Zoom here or if this is going to be an optical zoom but they're letting you go from the 24 Mega sorry the 24 millimeter zoom on the 48 megapixel lens to 28 and 35 as a focal length which is nice for for portraits or really just Photography in general I believe because this is 48 megapixel it's probably just going to be digital so this is really a software upgrade to get those extra 11 Meg uh millimeters which quite frankly if you're shooting at 48 megapixels you could just crop yourself so I don't actually think that was that big of a revolution what was a physical Revolution was that the iPhone 15 Pro Max will let you go from 3x optical zoom to 5x optical zoom getting you out to 120 millimeters on the max that's a big difference for distance Shooters but you have to ask yourself is that a big difference for everyday users so uh now what's my take on this oh and then of course we're getting 4K 60 up from 30.
uh according to the external the iCloud Plus update okay we talked about that find my via satellite that's kind of cool okay good and then we got the carbon footprint updates blah blah blah blah so the iPhone this this is a big one okay am I going to get the new iPhone the new watch my bottom line thoughts on whom this is all functional for okay first I want to be crystal clear yes I have had every single freaking iPhone since launch I've never skipped an iPhone launch in my career I walk around with two iPhones in my pockets I got an Android as well but these are my daily Runners the airdrop NFC uh connections the the functionality between the iPhones and the different or the iPads and the different laptops is fantastic okay hands down these are fantastic products now before I say if I'm gonna get this iPhone 15 you gotta ask yourself for whom is the iPhone 15 very useful well probably for somebody who's on an older model who's been waiting to upgrade right fantastic if you're on an older model you're waiting to upgrade to the latest and greatest maybe now is that refresh cycle time for you individually is there a niche group a photographer who is going to want more stabilized telephoto photography yes is that going to be 99 of the iPhone user base absolutely not is 99 of the iPhone user base going to care that your 24 millimeter lens can go to 28 or 35.
no so there's a niche audience here in studio do I really think professional photographers are going to put the iPhone on an in-studio tripod no do I think that some YouTubers who want to use the iPhone in studio and connect to an SSD to hand to an editor are going to be interested in the iPhone 15 for USBC connectivity yes is that really functional for me no because I just have Canon cameras set up in my studio already and quite frankly I'm not going to use an iPhone at this point in my studio though if I were a newer YouTuber sure I'd use an iPhone in a studio and it's kind of useful although I could just airdrop the footage right if you're local enough to use a a solid state drive then you're local enough to airdrop so I don't know if that's convincing enough very very Niche upgrade on the cameras the actual 5G service appears to be exactly the same we didn't even hear battery improvements okay the physical changes in terms of the titanium frame don't care the inside being more repairable don't care like frankly the upgrades here it's tough what you're really doing for 99 of people what you're saying is if I have the iPhone 14 I'm going to get the iPhone 15 because either I'm a techie and I want the latest and greatest or I really want that switch button that's going to let me quickly switch to shortcuts okay so if you want to spend a thousand bucks again for an iPhone because now you got to go pro right you got to go to the iPhone 14 pro uh or sorry the iPhone 15 Pro to be able to get the switchy button here which is going to start at let's see the max is going to start at 11.99 so if you're going to get the large one you're at 11.99 and the iPhone 15 Pro is going to be 9.99 sure maybe you can get some trade-in value on your four team but realistically is it worth a thousand dollars for the little switchy button that is now a shortcut button uh and USBC my answer to that no I'm not going to upgrade to the iPhone 15.
I feel horrible saying that as an apple shareholder it's in my ETF uh I can't do it I I like I have to replace my docs uh the benefits for me aren't worth it I can upgrade to the iCloud storage uh larger storage settings with software like I click a button do I really care about that quicker do not disturb setting not really now the nice thing is that do not disturb setting does update to all of your devices right so if you could do it physically with a button it changes everything but what I really care about is a physical switch anyway you know I so I try to just leave the physical switch on loud and then I just have my do not disturb setting the way I want and frankly changing the Do Not Disturb setting from your watch isn't that hard now I'm not wearing my watch so it might take a little extra second here but generally what I do is I just swipe up from the bottom and then I hit the little sleepy mode and then it says do you want to go to do not disturb personal work I change it to work on for an hour on until this evening or on until I leave and it's done automatically updates on all my devices anyway my iPads my iPhones and all that so because that do not disturb setting I can control for my watch anyway and it updates on all of my devices really means I don't necessarily need this physical switch and I just just leave it on loud all the time that's what I've done for the last year so for me I hate to say it I can't see going to the 15 as an upgrade from the 14.
now if this was my first time getting into the iPhone would I save money and go for the 14. it depends in my situation if I didn't have an iPhone and I was gonna go for an iPhone I would buy the 15 just because if I was going to go from not having it to having the latest I'll have the latest right I'll pay the extra you know three 400 bucks and just to have the latest if I was tighter on money or I wanted to invest that money into stocks instead which is the more prudent financially responsible thing to do would I go for the iPhone 14 and save three 400 bucks instead of going for the iPhone 15 absolutely same battery at least based on what we were presenting same battery same 5G you get the always on display you get the um uh what's it called I forgot the little this Dynamic display set up over here at the top where the phone call comes in or the directions most of these things are software updates anyway the camera for 99 of people is basically the same they didn't even really talk about better video in this one yes maybe the the um a17 is going to be a little bit of a better chip for some of this graphic processing again though for 99 of people is the 15 worth the upgrade from the 14 again as an apple investor as somebody who's gotten every single new Apple phone the answer to me is a hard no and ordinarily Lauren and I are the first people like we'll wake up early to go pre-order the new phone this is not it it just wasn't encouraging enough and in this kind of consumer environment I don't see other people going for it either okay now what about the watch is the watch worth upgrading to uh and then we got to talk about the stock okay is the watch worth upgrading to what are we getting with the new watch if you already have the ultra look if I didn't have the series 8 and I didn't have the ultra and I've been waiting to get the watch would I get the ultra 2 or the series 9 probably yeah I think these are great devices they are the best watch to exist the iPhone 14 is the best phone to exist I I have some of the best Android devices as well so I compare ecosystem wise I know I'm going to piss off some Android folks on that I'm sorry it's just it's just better and the watch is just better at Apple it is very very good and I highly recommend the product but again if you already have the watch one what are you getting the ultra watch one what are you getting from going from the ultra watch one to the ultra watch 2.
well you're not getting any new buttons you're getting the fact that the frame on the outside is now functional for display although that might come to you through software updates anyway you're not getting a better battery you're not getting better 5G service you're getting on board processing of Siri yeah and that's roughly it Beyond then the little tap feature those are the two big things that you're getting so for me is onboard Siri processing and the tap tap feature worth it well I'll say if it was just the tap tap feature the answer would be no I don't really care that much to control with the tap Tab and quite frankly because they showed that the tap tap feature is going to kind of bring up like all the different apps you could cycle between I kind of suspect that it's going to be one of those things where like oh I'm going to tap tap to silence a song and then it's actually just going to do a different function like pull up your shelf instead I'm like ah this is going to be a little frustration and learning curve around using that with without a doubt it's not enough for me to get a new watch no battery life improvements whatever and the battery life on the ultra one is already great now as far as onboard Siri processing is that worth eight hundred dollars well I'll tell you this the times I'm frustrated by Siri not being able to process is when I'm on a run in one specific part of my run where there's no service what I love in that part to have onboard Siri processing to be able to write a memo down absolutely is it worth eight hundred dollars no so once again can I justify going from the ultra one to the ultra 2 the answer to that is no so unfortunately for the first time in a very long time this refresh cycle for me is one I'm probably sitting out now I am very excited about the provision still coming early next year I told myself I don't know I can't see myself buying it but I'll probably will I probably will buy the provision just because I I got I gotta try it I gotta try it okay these upgrades I can visualize I could see how they're going to apply to my life I can tell you it's not worth the money as far as uh then a newer iPad would I go for a bigger iPad hell yeah would I go for a new iPad probably didn't hear anything about that at this event am I gonna upgrade my iCloud storage absolutely uh am I a little frustrated uh that uh that Apple didn't bring us more yeah probably I mean Apple's down 2.2 percent so it kind of expected but then again other parts of the market are down as well the nasdaq's down one percent test is down two percent so you can't really say this was highly unexpected and that Apple's getting punished for the stock wise is it worth trimming Apple okay that's the last question so I actually did reduce my Apple exposure about a month-ish ago uh and I increased my allocation to other stocks that I thought had a bigger upside I do still have apple exposure is this event going to change my opinion on Apple stock not really do I really think the stock market is pricing in that Apple's revenues are about to take off on all these new product announcements no uh as a result I don't really think there's a big need to like Panic sell Apple or oh my gosh change all the allocations in apple this was heavily expected that this wasn't going to be that incredible of an event or discovery of new products or whatever it's unfortunate because we'd like to see some new innovation we did get some new things here but a lot of the new things that I care about honestly like hearing about when that Vision Pro was coming early next year great news the iCloud storage upgrades to six TBS and 12T fantastic we needed this uh are the upgrades worth it to go from 14 to 15 without a battery life Improvement or 5G Improvement or serious camera improvements for normal users no are the watch improvements worth it for no change in battery life on the ultra uh or you know really any other function other than the tap tap or onboard Siri Improvement no it was worth it no so that's my take thank you so much for watching my uh recap let me know your thoughts in the comments below thanks
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