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Apple AI in the cloud?apple ai cloud chips1 year ago
Published April 24, 2024 by Philip Elmer-DeWitt

Apple AI in the cloud?

From Hartley Charlton's "Apple Reportedly Developing Its Own Custom Silicon for AI Servers" posted Tuesday by MacRumors.

Read More Apple AI in the cloud?

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VR developer Mike Festa: 'Apple Vision Pro is not ready for the masses'apple vision mike festa1 year ago
Published April 24, 2024 by Philip Elmer-DeWitt

VR developer Mike Festa: 'Apple Vision Pro is not ready for the masses'

"Apple really blew it by not showcasing the potential of spatial computing with their own apps."

Read More VR developer Mike Festa: 'Apple Vision Pro is not ready for the masses'

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Premarket: Apple was green, turned redapple premarket red 8-29-251 year ago
Published April 24, 2024 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From MarketWatch's "Dow futures steady while tech futures rise" posted early Wednesday.

Read More Premarket: Apple was green, turned red

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Ming-Chi Kuo: Apple has cut its Vision Pro shipmentsapple cuts vision kuo1 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

Ming-Chi Kuo: Apple has cut its Vision Pro shipments

"Apple cut orders before launching Vision Pro in non-US markets, which means that demand in the US market has fallen sharply beyond expectations."

Read More Ming-Chi Kuo: Apple has cut its Vision Pro shipments

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Tim Cook announces May 7 event on broken Twitterapple pencil may event1 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

Tim Cook announces May 7 event on broken Twitter

Word is that the long awaited OLED iPad Pro is ready for release.

Read More Tim Cook announces May 7 event on broken Twitter

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For Apple, China's supplier ecosystem is growing even stickierapple china sticky ecosystem1 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

For Apple, China's supplier ecosystem is growing even stickier

A total of 157 contractors manufactured for Apple in mainland China in the past financial year, up from 151 previously.

Read More For Apple, China's supplier ecosystem is growing even stickier

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Mark Gurman to Tim Cook: Build a $250 iPhone or elseapple gurman pay scoop1 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

Mark Gurman to Tim Cook: Build a $250 iPhone or else

"This would require a shift in thinking. Apple would have to forget about its vaunted profit margins and simply chase revenue and market share."

Read More Mark Gurman to Tim Cook: Build a $250 iPhone or else

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BofA's Wamsi Mohan: Why Apple is a top pick for 2024apple bofa top pick1 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

BofA's Wamsi Mohan: Why Apple is a top pick for 2024

"Our checks indicate that all 4 new models of iPhone this year could be launched with the same application processor (A18) that can enable improved AI/machine learning performance." — Analyst Wamsi Mohan.

Read More BofA's Wamsi Mohan: Why Apple is a top pick for 2024

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Counterpoint: Apple's smartphone share in China fell 19.1% in March quarterapple china march quarter1 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

Counterpoint: Apple's smartphone share in China fell 19.1% in March quarter

“We are seeing slow but steady improvement from week to week, so momentum could be shifting." — Analyst Ivan Lam

Read More Counterpoint: Apple's smartphone share in China fell 19.1% in March quarter

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Premarket: Apple was red, turned greenapple premarket red 8-29-251 year ago
Published April 23, 2024 by Philip Elmer-DeWitt

Premarket: Apple was red, turned green

From Barron's' "Stock Futures Are Rising as Markets Add to Gains Ahead of Big Earnings Day" posted early Tuesday.

Read More Premarket: Apple was red, turned green

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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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