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Neil Cybart: Apple is saving a fortune in capex spendingapple Capex ai cybart10 months ago
Published November 14, 2024 by Philip Elmer-DeWitt

Neil Cybart: Apple is saving a fortune in capex spending

"Apple Intelligence offers a real-world example."

Read More Neil Cybart: Apple is saving a fortune in capex spending

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Mark Gurman: Apple plans to unveil wall-mounted smart home hub in Marchapple ai hub gurman10 months ago
Published November 13, 2024 by Philip Elmer-DeWitt

Mark Gurman: Apple plans to unveil wall-mounted smart home hub in March

"The device has a roughly 6-inch screen and looks like a square iPad. It’s about the size of two iPhones side by side, with a thick edge around the display."

Read More Mark Gurman: Apple plans to unveil wall-mounted smart home hub in March

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Counterpoint: iPhone 15 ruled in Sept. quarterapple iphone15 q42024 counterpoint11 months ago
Published November 7, 2024 by Philip Elmer-DeWitt

Counterpoint: iPhone 15 ruled in Sept. quarter

From "iPhone 15 World’s Best-selling Smartphone in Q3 2024" posted Thursday by Team Counterpoint.

Read More Counterpoint: iPhone 15 ruled in Sept. quarter

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Nikkei: Foxconn & friends are building AI servers for Appleapple foxconn ai servers11 months ago
Published November 6, 2024 by Philip Elmer-DeWitt

Nikkei: Foxconn & friends are building AI servers for Apple

From Lauly Li and Cheng Ting-Fang's "Apple asks Foxconn to produce servers in Taiwan in AI push" posted Wednesday.

Read More Nikkei: Foxconn & friends are building AI servers for Apple

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Stop the presses: User finds bugs in Apple AI beta releaseapple intelligence beta bugs11 months ago
Published October 30, 2024 by Philip Elmer-DeWitt

Stop the presses: User finds bugs in Apple AI beta release

"This has to be the buggiest rollout that Apple has ever done," said Michael Hunter, who uses Siri across his collection of 20 Apple devices.

Read More Stop the presses: User finds bugs in Apple AI beta release

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iPhone 16: The view is rosier on the other side of the pondapple iphone16 tommo uk11 months ago
Published October 29, 2024 by Philip Elmer-DeWitt

iPhone 16: The view is rosier on the other side of the pond

"Demand for the iPhone 16 Pro Max and Pro continues to surge, with UK carriers EE and O2 reporting unprecedented interest compared to previous years’ models."

Read More iPhone 16: The view is rosier on the other side of the pond

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Barron's: Apple Intelligence landed with a wimperapple intelligence whimper barrons11 months ago
Published October 29, 2024 by Philip Elmer-DeWitt

Barron's: Apple Intelligence landed with a wimper

"The iPhone maker’s initial AI features for its devices were officially launched Monday and didn’t set the world alight."

Read More Barron's: Apple Intelligence landed with a wimper

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Wedbush sticks with its Street-high $300 Apple targetapple inrtelligence launch wedbush11 months ago
Published October 27, 2024 by Philip Elmer-DeWitt

Wedbush sticks with its Street-high $300 Apple target

"We expect a strong iPhone performance for the September quarter and expect a relatively bullish December iPhone demand commentary from Cook & Co." — Analyst Daniel Ives

Read More Wedbush sticks with its Street-high $300 Apple target

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Wired: Is Apple losing its grip in China?apple intelligence wired china11 months ago
Published October 27, 2024 by Philip Elmer-DeWitt

Wired: Is Apple losing its grip in China?

From Andrew Williams' "Apple’s Sales in China Are Stalling. What Will It Sacrifice to Turn Things Around?" posted Saturday by Wired.

Read More Wired: Is Apple losing its grip in China?

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Mark Gurman: Big week ahead for Appleapple gurman m4 macs11 months ago
Published October 27, 2024 by Philip Elmer-DeWitt

Mark Gurman: Big week ahead for Apple

In addition to Monday's release of iOS 18.1 and a first tranche of Apple Intelligence features, there's a week's work of product announcements coming. 

Read More Mark Gurman: Big week ahead for Apple

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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.]

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Philip Elmer‑DeWitt

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