From Marcus Mendes' "Foxconn to start making iPhone casings in the country" posted Thursday by 9to5Mac.
Apple's got some breathing room in China
5 months ago
5 months ago"The need for Agentic AI is not quite a factor yet in the decision process for most smartphone buyers." — Counterpoint Research's Jeff Fieldhack
"We are not interested in you building in India, India can take care of themselves, they are doing very well, we want you to build here." — President Trump in May
Read More Reuters: 97% of made-in-India iPhones are being exported to the U.S.
"Apple doesn’t want to be one of Trump’s many targets, let alone his favorite. But it can certainly take a punch."
Read More Fast Company: Apple is Trump's new favorite punching bag
"One of the smartest move that Cook and Cupertino made over the last few months was quickly pivoting to iPhone production/assembly in India."
Look what China didn't send to the U.S. in April
6 months ago
6 months agoFrom Andy Lin and Vlad Savov's "Chinese Smartphone Exports to US Plunge to Lowest Since 2011" posted Tuesday by Bloomberg.
"We maintain our OUTPERFORM and $270 PT reflecting incremental confidence in the India and China iPhone supply chain situation."
Read More Daniel Ives: Apple bulls need to look past the next 3 months
"Now I hear you're building all over India. I don't want you building in India."
Read More 'I had a little problem with Tim Cook yesterday' (video)
"The increase in shipments in March and early April will help insulate Apple from potential immediate pricing impacts in the U.S. through mid-to-late summer." Counterpoint analyst Gerrit Schneemann
"How they navigate the next 10 years is likely keeping Cook up at night."
Read More Gene Munster: A 20% tariff could reduce Apple's margins by 2 points
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