Skip to content

Philip Elmer‑DeWittPhilip Elmer‑DeWitt

Apple 3.0

  • Latest Posts
  • About
  • Subscribe
  • Gifts
  • Account
Apple took a record 23.7% share of Chinese phone sales last quarter -- reportApple chinese smartphone market8 hours ago
Published January 27, 2023 by Philip Elmer-DeWitt

Apple took a record 23.7% share of Chinese phone sales last quarter -- report

From Counterpoint Research's "China Smartphone Sales in 2022 Reach Lowest Level in a Decade; Apple Becomes #2 Brand for First Time" posted Friday.

Read More Apple took a record 23.7% share of Chinese phone sales last quarter -- report

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

6 Comments

Trefis is bullish on Appleapple bullish trefis forbes11 hours ago
Published January 27, 2023 by Philip Elmer-DeWitt

Trefis is bullish on Apple

"At the current market price... Apple stock trades at just over 22x forward earnings, which we believe is reasonable given the company’s earnings growth prospects and solid balance sheet."

Read More Trefis is bullish on Apple

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

One Comment

Ming-Chi Kuo: Apple has stopped work on its own modems, for nowapple wifi chip kuo11 hours ago
Published January 27, 2023 by Philip Elmer-DeWitt

Ming-Chi Kuo: Apple has stopped work on its own modems, for now

Apple has limited IC design resources (i.e. human designers) and it's devoting them instead to next-generation 3nm processors.

Read More Ming-Chi Kuo: Apple has stopped work on its own modems, for now

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

12 Comments

Premarket: Apple is redapple premarket red 1-27-2313 hours ago
Published January 27, 2023 by Philip Elmer-DeWitt

Premarket: Apple is red

From CNBC's "S&P 500 futures trade slightly lower, but the index is headed for a winning week" posted early Friday.

Read More Premarket: Apple is red

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

One Comment

Evercore: China's luxury market is rebounding. Good news for Appleapple china luxury rebound21 hours ago
Published January 27, 2023 by Philip Elmer-DeWitt

Evercore: China's luxury market is rebounding. Good news for Apple

"In Macau, where the Chinese can now travel to the change is quite spectacular." 

Read More Evercore: China's luxury market is rebounding. Good news for Apple

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

2 Comments

This week, Apple is offering me $80 less for my iPhone 13 Proapple iphone resale1 day ago
Published January 26, 2023 by Philip Elmer-DeWitt

This week, Apple is offering me $80 less for my iPhone 13 Pro

Not that I would sell it.

Read More This week, Apple is offering me $80 less for my iPhone 13 Pro

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

9 Comments

Fun fact: GDP is the world's most Googled financial term (no Apple angle)apple gdp meaning journalistic1 day ago
Published January 26, 2023 by Philip Elmer-DeWitt

Fun fact: GDP is the world's most Googled financial term (no Apple angle)

And according to the my source, it was searched for more often in India this month than in any other country. 

Read More Fun fact: GDP is the world's most Googled financial term (no Apple angle)

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

2 Comments

IDC: Smartphone sales collapsed last quarter, Apple's least of all1 day ago
Published January 26, 2023 by Philip Elmer-DeWitt

IDC: Smartphone sales collapsed last quarter, Apple's least of all

"We have never seen shipments in the holiday quarter come in lower than the previous quarter."

Read More IDC: Smartphone sales collapsed last quarter, Apple's least of all

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

7 Comments

Premarket: Apple is greenapple premarket green 1-26-232 days ago
Published January 26, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From Barron's "Stock Futures Edge Higher Ahead of Key GDP Data" posted early Thursday.

Read More Premarket: Apple is green

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

8 Comments

Apple's moat just got wider over at Morningstarapple morningstar wide moat2 days ago
Published January 25, 2023 by Philip Elmer-DeWitt

Apple's moat just got wider over at Morningstar

Two years ago, analyst Abhinav Davuluri rated Apple's moat as "narrow" and gave it a fair value of $71. Now he calls the same moat "wide" and gives Apple a fair value of $150.

Read More Apple's moat just got wider over at Morningstar

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Reddit (Opens in new window)
  • Click to email a link to a friend (Opens in new window)

5 Comments

Posts navigation

1 2 … 828 Next
Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

Member Login

 
 
Forgot Password

RECENT COMMENTS

  • Philip Elmer-DeWitt on This week, Apple is offering me $80 less for my iPhone 13 Pro 'Fixed. Belatedly'
  • Jerry Doyle on Apple took a record 23.7% share of Chinese phone sales last quarter -- report 'Think about what Americans did when they exited from Covid confinement. REVENGE spending! Americans danced to shopping centers, entertainment venues,…'
  • S Lawton on Ming-Chi Kuo: Apple has stopped work on its own modems, for now '“Between Microsoft, Google, Amazon and more might there be a few quality brains available to hire?” All three are major…'
  • Tommo_UK on Apple took a record 23.7% share of Chinese phone sales last quarter -- report 'Joe, I think in China they have a “yuan” for an Apple or two 😉 As for the actual note,…'
  • Greg Lippert on Ming-Chi Kuo: Apple has stopped work on its own modems, for now 'Between Microsoft, Google, Amazon and more might there be a few quality brains available to hire?'
  • Neal Guttenberg on Apple took a record 23.7% share of Chinese phone sales last quarter -- report 'Unless I am reading something wrong, Apple declined only 3% and not double digits.'
  • Tommo_UK on Ming-Chi Kuo: Apple has stopped work on its own modems, for now 'Joe, I’m a glass half empty kind of guy about AAPL? Have you read my commentary for the last 20…'
  • Joseph Bland on Apple took a record 23.7% share of Chinese phone sales last quarter -- report 'Chinese New Year isn’t taken into account. Likely folks have been saving up because they have a yen for an…'
  • Joseph Bland on Trefis is bullish on Apple 'He’s undervaluing Apple. A lot.'
  • Joseph Bland on Ming-Chi Kuo: Apple has stopped work on its own modems, for now '@ Tommo: You’re a glass is half empty-and-emptying kind of guy, which is fine by me. But a completely different…'
Read More...

Apple 3.0 Archives

Apple 2.0 Archives

  • 2015
  • 2014
  • 2013 and earlier

Blog Roll

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)

Philip Elmer‑DeWitt

  • 9to5Mac
  • Above Avalon ($)
  • AppleInsider
  • Apple Investor News
  • Asymco
  • Daring Fireball
  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
  • Techpinions ($)
Apple 3.0
  • Latest Posts
  • About
  • Subscribe
  • Gifts
  • Account

© 2022 Philip Elmer-DeWitt