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How Apple could squeak by without raising iPhone pricesapple morganstanley squeak tariffs3 months ago
Published April 10, 2025 by Philip Elmer-DeWitt

How Apple could squeak by without raising iPhone prices

"As we've had more time to think about potential mitigation efforts, a new train of thought has emerged." — Morgan Stanley analyst Erik Woodring

Read More How Apple could squeak by without raising iPhone prices

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Apple airlifts iPhones out of India to beat the tariffsapple airlift iphone india3 months ago
Published April 8, 2025 by Philip Elmer-DeWitt

Apple airlifts iPhones out of India to beat the tariffs

"The reserves shipped at lower duty rates will insulate Apple’s U.S. operations for several months."

Read More Apple airlifts iPhones out of India to beat the tariffs

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Why Indian iPhones will cost less than Chineseapple iphone ubs tariff3 months ago
Published April 8, 2025 by Philip Elmer-DeWitt

Why Indian iPhones will cost less than Chinese

In a downside scenario, where the recently announced tariffs remain in force for an extended period of time, we believe further negative EPS revisions could drive tech another leg down.

Read More Why Indian iPhones will cost less than Chinese

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WSJ: Apple to make iPhones in India to dodge Trump's China tariffsapple india tariff dodge3 months ago
Published April 7, 2025 by Philip Elmer-DeWitt

WSJ: Apple to make iPhones in India to dodge Trump's China tariffs

The tariff on Chinese goods could add about $300 to the current $550 hardware cost to Apple of an iPhone 16 Pro that currently retails for $1,100, according to TechInsights.

Read More WSJ: Apple to make iPhones in India to dodge Trump's China tariffs

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Trump tariffs tank Appleapple trump tariff tank3 months ago
Published April 3, 2025 by Philip Elmer-DeWitt

Trump tariffs tank Apple

A long list of levies unveiled by the White House are poised to hit the company especially hard, triggering an after-hours stock rout on Wednesday.

Read More Trump tariffs tank Apple

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In 2025, Foxconn says, it will double last year's iPhone output in Indiaapple foxconn india double3 months ago
Published March 31, 2025 by Philip Elmer-DeWitt

In 2025, Foxconn says, it will double last year's iPhone output in India

Much will depend though on how US President Trump’s tariff threats play out, analysts said.

Read More In 2025, Foxconn says, it will double last year's iPhone output in India

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Look who's going 'full throttle' with Apple in Indiaapple india tata ft4 months ago
Published February 18, 2025 by Philip Elmer-DeWitt

Look who's going 'full throttle' with Apple in India

"Tata is trying to get as much skin in the game as possible." — Counterpoint's Mumbai-based Neil Shah

Read More Look who's going 'full throttle' with Apple in India

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IDC: The iPhone's market share in India grew 34.6%apple idc india 20245 months ago
Published February 10, 2025 by Philip Elmer-DeWitt

IDC: The iPhone's market share in India grew 34.6%

"Apple entered the Top 5 brands in India for the first time with a 10% share."

Read More IDC: The iPhone's market share in India grew 34.6%

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India wants to pry open the doors to Apple and Google's walled gardensapple garden door india5 months ago
Published January 23, 2025 by Philip Elmer-DeWitt

India wants to pry open the doors to Apple and Google's walled gardens

Government officials discussed the possibility of a policy mandate or using legal measures to get Apple and Google to comply.

Read More India wants to pry open the doors to Apple and Google's walled gardens

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Dozens of Apple employees fired in charity scamapple employees charity scam6 months ago
Published January 8, 2025 by Philip Elmer-DeWitt

Dozens of Apple employees fired in charity scam

After Apple matched their contributions, the charity funneled the original donation back to them— allegedly.

Read More Dozens of Apple employees fired in charity scam

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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 ($)
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