Phil Schiller is back. There's going to be voice built in which means that "wherever you see a keyboard, you'll be able to input with voice." Dictation. Like Google Voice has been offering (though of course the interesting thing is that this doesn't go through Google, it goes through Apple, so Apple is getting information about what people want to know.)
VIDEO TIME. For the iPhone 4S? So they're really not doing an iPhone 5? (That's going to be a bit of a shock. How are people going to know that you're walking down the street with a new phone if it doesn't look different? Oh, wait, the point isn't about that. Remember when phones were just for phone calls and nobody much cared what they looked like?)
(What's also interesting is that Apple, Google and Microsoft are all converging on voice as a neat way to control your mobile phone; but from what one sees around and about, there aren't that many people who are yet using it. A big space for someone to grab as a feature, or somewhere that most people simply don't want to go because it feels a bit weird to talk to your phone, rather than into your phone?)
"Find me a Greek restaurant." Yes, does that too. "I'm blown away by how it understand requests." (Have they tried it on Scottish accents? Geordie accents? Anyone tried it? It's an app you can download, or was until about 5pm today.)
"That's a feature we call Siri, it's an intelligent assistant that gets things done."
Scott Forstall comes out and shows off how he can ask "what's the weather like today?"
Ladyvoice thing comes back going to the app for the weather. (Will it have lots of different voices?) He's starting to look like a weather obsessive. (The ladyvoice sounds like something from a GPS.)
Oh, now a clock question. "What time is it in Paris?" (It doesn't say "Paris, Texas? Or Paris France?" Shouldn't it?)
(Look, after all this if they don't have an iPhone 5 then people are going to lynch someone. All that just for this?)
Phil Schiller is talking AirPlay, where you can stream music to your TV... and also AirPlay Mirroring where you can see what's on the iPod (Touch) or whatever on your TV.
"So the new iPhone 4S... entirely new on the inside... dual antennas... it's a worldphone... twice as fast downloads... camera... 1080p video camera... and of course iOS 5. And of course" (again?) "comes with iCloud. It's the best iPhone yet."
Pause.
"The best feature... is about voice." NOOO Phil.
Now he's going to show you some pictures, so this text-only effort is going to render it well. Oooooh. Wooooow. Ahhhh. Mmmm. SQUIRREL! Sorry.
Camera system: he's pointing to the Flickr data about the use of iPhones that we linked to this morning (good, Phil, reading Tech Newsbucket, all the sensible people do).
8MP sensor, 60% more pixels than iPhone 4, can gather 73% more light, so faster to take the picture. (Lot of camera wonkery here; Schiller isn't usually a specs guy, so I'm thinking this is because people who like cameras REALLY REALLY LIKE NUMBERS). It's f2.4, 30% sharper, and can shoot moose. Well, two of those anyway, you figure it out.
Gasp! He forgot what he should include! Ah, face detection because of the A5 chip. "26% better white balance." (I've never heard Schiller tout so many meaningless specs, honest.)
Schiller is back: A5 CPU, 2x faster, 7x graphics better, and battery life now 8 hours talk time on 3G - 14 hours 2g talktime, 6 hours 3G browsing, 9 hours Wi-Fi browsing.
"The wireless system... as you know" (oh yes we know) "the band ... " Yes?
"Can now intelligently switch between the two antennas to send and receive to make even better call quality."
Also faster: 2x faster downloads. Used to be 5.8Mbps up, 7.2 down; now 14.4up. They're matching the HSDPA speed that's touted in 4G phones. "We're not going to get into the debate about what's 4G and what's next.."
(So you're thinking OHHH NO IPHONE 4 HAHAHA. Um, Tim Cook still to come back. Thank you.)
He's playing ... Infinity Blade. His aim: to kill the evil Sam-Sung. (Not really.)
(Downstairs in the basement the shuffle and Classic are hammering on the door, but nobody is coming.)
"Now, iPhone." Yes, Phil, iPhone. "People have been wondering how you follow the iPhone. I'm really proud to tell you about the brand new iPhone 4S." Ah-ha.
"Next: iPod Touch. Our most popular iPod." (Somewhere out the back, the iPod Classic and shuffle are waiting for their call, saying "are you sure they wanted us to wait in this room and ... where's the door? Hey, let us out!")
Schiller talking about how iMessage on the Touch means you can do phone-like functionality "and on Wi-Fi it's free and unlimited so parents like it". Games, apps... "it is perfect for this great mobile gaming device." Aimed at da kidz.
"Now comes with iOS 5 and iCloud... and in black and white.
8GB version: $199 "a key price point"
32GB $299, 64GB $399.
32GB $299, 64GB $399.
Looks ... well, impressive. Less functional and utilitarian than Google Docs or indeed Windows "in the cloud" adverts.
OK, Phil Schiller is up "to talk about the iPod." (He's the guy who came up with the scroll wheel.) Is he going to kill it?
"First, iPod nano." (On the edge of our seat. He doesn't seem to have an axe in his belt. (Also: Phil looks thinner than in the past. Fitter thiiner, not ill thinner.)
People show up as purple bubbles on the map, which gives it a sort of Wall-E post-apocalyptic feel. You can turn it off though. Free unlimited storage, 5GB of mail, documents and backup. (Is 5GB enough?)
Now talking about iTunes Match, where your iTunes contents can be streamed to your devices. (Streamed only? Or downloads?) "Will be cached intelligently on your device." Sounds like it's not a download then. (And our indications are that iTunes Match isn't coming to the UK, at least not until next year.)
Explains how purchased music just syncs between all your devices. "See the songs you've purchased... with a tap of one button you can download them at no additional cost." Same for TV shows. (Not sure if TV shows in the Cloud is coming to the UK though.)
Camera roll and syncing to the cloud. (But after 30 days if you don't download there somewhere then it gets zapped. Wonder how many people are going to get bitten by that.)
App developers... documents in the cloud... free update. (It's not quite getting the excitement level you might hope for just yet, but Tim Cook is probably getting ready to come out juggling chainsaws in a moment.)
Safari. Has a new "Reader" button which will reformat the page you're reading. "Fantastic on the iPhone." (Something of a catch-up to the Android double-tap when reading, where text is reflowed to fit the screen rather than just to the column size.)
Mail: rich text formatting (blah), searching entire messages (er, Android can do?), and a swipe to the inbox (more for iPad, that one).
And the big one: "PC-free". (Love the icon for this one: cutting the cord to a PC with scissors.) "You take it out of the box and it's good to go. And we've added the option for wireless updates."
Nothing about Notifications? Thought that was the thing.
iOS 5 will be available on October 12 next Tuesday. (Very like what they did with iOS 4 which came out a couple of days before the iPhone so that the servers wouldn't fall over from demand.)
Location-based reminders. (Yes, we recall that - sure to kill your battery by checking GPS all the time.)
Twitter integration: "we have integrated Twitter deeply into the OS." Integrated into photos - take it and tweet it directly. (All the pictures being used to demonstrate it are, of course, on an iPhone 4 - they haven't changed since WWDC 2011 in June. Don't do the reveal too early!)
Newsstand - which lets you find all the subscription newspapers in one place and will download them in the background.
Camera - "making it even better." A shortcut on the screen to let you bypass the screen lock, or use the volume button. (Isn't that going to get misused? I keep thinking of burglars/toothbruses/holidays.)
Picture editing on board.. one-tap enhancing..
18bn downloads from the app store; now being downloaded at 1 billion per month. Apple has now paid $3bn to developers. (That means Apple's taken $1.28bn in its 30% slice.)
He's talking about "cards" which lets you create a physical card via an app which you can send to someone. What's he after, the postcard market? It seems really retrograde. Is this Apple looking to revive the postal services somehow?
"Despite everybody and their brother trying to compete with iPad, three out of four tablets sold in the US is an iPad." Quotes AllThingsD: "Consumers don't want tablets, they want iPads." (Interesting that he called the iPad a tablet there.)
"We have passed the quarter of a billion unit sales mark" - for iOS devices. (Yes, I predicted he'd give you something like that.)
OK, now Scott Forstall, head of iOS, is up.
"iPads in schools.. can change how teachers teach and children learn and many educators agree with us. Every state in the US now has an iPad deployment scheme in place."
(Observation: his voice isn't as mellifluous as Jobs's; Cook's is more of a croak, with a Texan twang. Jobs's would range up and down the scale, but Cook's is more direct. It's less relaxing to listen to.)
"Next: iPhone. This may be the reason why the room is full now." Now: "iPhone 4 has sold almost half of the total iPhones sold." Gartner 2Q numbers show iPhone 125% growth, smartphones 74% growth. So outpacing the market. (Yes, yes, but what about the third quarter? Any analysts want to kick in?)
Now a big graph of "very satisfied" for different manufacturers - 70% iPhone, next is HTC with 49%.
Notable thing: Cook does his slides in different colours from Jobs. He uses greys and blues, where Jobs was greens and greys and blacks.
More broadly: iPhone is 5% of the whole mobile phone market, of 1.5bn units: "it's an enormous opportunity for Apple."
Cumulative iPod sales over 300m; "it took Sony 30 years to sell 220,000 Walkman cassette players." OK. "The MP3 player market is a mature market. We sold 45m iPods in the last year ending in June." (Note he's giving no numbers for just-past quarter; financial quiet period.) Almost half go to people as their first iPod.
Measuring installed base: took Windows 7 a total of 20 weeks to reach 10% of installed base; 2 weeks for Lion. (Um, yeah, smaller base to reach, Tim.)
Now looking at the computers which are "the best we've ever shipped". Well, yes... "iMac and Macbook are best-selling notebook and desktop in the US. Points to Mac growth of 23% over the last four quarters v 4% for the (Windows) PC market.
"We are now approaching 60m users around the world." That's about triple what it used to be back in 2000 or so, I think. (Any cites for Steve Jobs and the 20m users numbers?)
The Hong Kong one is in the airport. Getting the idea that this is going to be pushing the China connection. That's where the real volume is to be had.
Video already. Tai-chi, baby.
Welcomes folk to the campus: "a sort of second home to some people." They're in the Town Hall where they launched the original iPod ten years ago.
Latest expectations: Siri, a "virtual personal assistant", to make some sort of appearance in the new software. As long as it's not as dire as the "Knowledge Navigator" personal assistant in those way-off Apple imaginings of the future from 1987.
Mark Mulligan, the former Forrester analyst, is one of the privileged few invited to Apple's biggest store in Covent Garden. Surprisingly, he reports that it's a "very intimate sized" event for Apple announcements. Well, certainly, it's no Cupertino ampitheatre.
We know some details already: there's going to be an iPhone 5. Given that at WWDC in June, Steve Jobs described the next version of the software powering the iPhone as "iOS 5", and since every launch of a new number of iOS has seen a new version of the phone (3G, 3GS, 4 –see Wikipedia), the idea that there won't be an "iPhone 5" just doesn't hold any water.
Then there's the question of whether the crowd has managed to figure this out ahead of time – if you're reading this before 6pm UK time, then our crowdsourcing experiment is still open (and if you're reading it later, it's closed: tick off the results as they come by).
We also know that:
• the phones will be in the UK from 14 October: reserve your place outside the stores now;
• "iTunes in the Cloud" (so you can get your purchased music on any iOS device, without syncing with a PC or Mac) is coming to Europe, and to the UK first. Why no iTunes Match to sync all your music library? Still being negotiated with record labels, we understand.
• the phones will be in the UK from 14 October: reserve your place outside the stores now;
• "iTunes in the Cloud" (so you can get your purchased music on any iOS device, without syncing with a PC or Mac) is coming to Europe, and to the UK first. Why no iTunes Match to sync all your music library? Still being negotiated with record labels, we understand.
We suspect that the iPod Classic is for the chop, but that's not certain. Sales of iPods are tailing off at about 5% annually, and iPod Touches (the app-enabled ones) taking more and more share - now up to 50% of iPod sales.
There's a huge amount at stake today. Apple is presently the world's largest mobile phone company (by revenue; Samsung is expected to be the biggest in terms of shipments). It's possible that Samsung will have overtaken it in smartphone shipments in the third quarter (July-September) just ended; it will be interesting to see if Cook announces any iPhone shipment numbers for the quarter, because this should be the "quiet period" ahead of the financials. Possibly he'll announce "iOS shipments", which would be iPod Touch, iPhone and iPad.
Being biggest is no guarantee you'll continue, though: just look at Nokia, which just one year ago could claim the title. Now it's plunged into loss and we're still waiting for its first Windows Phone device.
Everyone knows that with Steve Jobs having stepped down as chief executive, Cook needs to keep the executive team and the staff weaving the magic that has made Apple the biggest company by value in the world. That's no small order. Everyone will be looking for the slightest flaw.