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Apple's Embrace of Dolby Tech Fuels Ecosystem, Says Colliers Analyst

Dolby's business has “hit the sweet spot,” Colliers analyst Steven Frankel wrote investors Wednesday: “The Atmos/Vision ecosystem is gaining momentum, driving adoption across more devices, leading to the creation of more content, which, in turn, induces manufacturers to add more…

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Dolby technologies across their product lines.” Apple’s integration of Dolby Atmos in the over-ear AirPods Max, introduced Tuesday (see report, Dec. 9), is a “full-throated embrace” of Dolby’s home entertainment technologies, he said. The device-maker has incorporated Dolby Vision and Atmos across most of its products, including Macs, iPhones, Apple TV and iPad Pro, he noted, while Apple TV+ content is being produced in Vision and Atmos. Amazon Music HD and Tidal are the only two streaming services currently supporting the growing catalog of Atmos Music tracks, but Frankel believes it’s “only a matter of time before Apple Music follows.” The iPhone 12 could be a “seminal event,” accelerating adoption of Vision in PCs, tablets and smartphones, said the analyst.