From Sujeong Lim's "Smartwatch Market Grows 24% YoY in 2021, Records Highest Ever Quarterly Shipments in Q4" posted Monday.
Read More Counterpoint: With 30% of smartwatch market, Apple took 50% of revenue
From Wayne Ma's "Inside Apple’s Decision to Blow Up the Digital Ads Business" posted Monday on The Information ($): Within Apple, a decision to curtail ad…
Read More Meet the Apple exec who created -- and destroyed -- IDFA
From a note to Piper Sandler clients by analyst Harsh Kumar that landed on my desktop Monday.
Read More Apple analysts see 'limited impact' from Shenzhen iPhone factory shutdown
Apple chip density stalls
3 years ago
3 years agoFrom Dylan Patel's "As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhone" posted Monday on SemiAnalysis.
"Apple’s free cash flow is so powerful it raises the valuation of the stock by almost 20% annually for the next two years."
Read More How Apple's 'massive' free cash flow could take it to $5 trillion in two years
From Debby Wu's "Foxconn Halts iPhone Shenzhen Site Due to Covid Lockdown" posted early Monday on Bloomberg.
Read More Apple iPhone production rolls on despite Foxconn's Shenzhen shutdown
Premarket: Apple was green, turned red
3 years ago
3 years agoFrom the Wall Street Journal’s "Oil Falls, Stock Futures Rise as Investors Track Ukraine Negotiations" posted early Monday.
From a note to clients that landed on my desktop Sunday.
Read More Evercore's Amit Daryanani: Apple could ship >35 million iPhone SE3's in Year 1
The full "Apple at Work" series (so far).
Read More The Underdogs: Apple narrative marketing at its finest (3 videos)
From Vadim Yuryev's "Apple's M2 Ultra DUO Mac Pro will be LEGENDARY!" posted Saturday on the Max Tech YouTube channel.
Read More Apple silicon roadmap: A jam-packed patent and rumor round-up (video)
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