3D-sensing module remains the bottleneck for the X, with yield improving on OLED panels.
Read More Amid 70-country iPhone X roll-out, Mizuho sees 'subdued' ramp
From "Apple should shrink its finance arm before it goes bananas."
From a note to clients by RBC’s Amit Daryanani that landed in my inbox Tuesday.
Read More Apple has never purchased so many iPhone components
From a Canalys media alert posted early Tuesday.
Unfortunately for Carl Icahn he sold Apple more than a year too early.
Read More Premature liquidation: Carl Icahn dumped Apple $3.7 billion too early
From a note to clients by Cowen's Karl Ackerman.
Read More Six Asian suppliers lifted by the iPhone's rising tide
Apple Genius bars can't keep up
8 years ago
8 years ago"We haven’t been able to keep up with traffic since I started 8 years ago."
Horace Dediu unpacked Apple’s catch-all Other Products category last week. He found, among other things, 40 million Apple Watches.
Apple found $640 million under the couch
8 years ago
8 years agoThree theories about where it came from.
Meaningful change takes time.
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