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Ming-Chi Kuo: Apple has cut its Vision Pro shipmentsapple cuts vision kuo2 years 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 event2 years 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 ecosystem2 years 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 scoop2 years 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 pick2 years 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 quarter2 years 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 mcintosh 11-3-252 years 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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Wells Fargo: Buy Apple on the dipapple wells fargo buy dip2 years ago
Published April 23, 2024 by Philip Elmer-DeWitt

Wells Fargo: Buy Apple on the dip

"Confidence in Apple’s GenAI strategy could be a positive catalyst." — Analyst Aaron Rakers

Read More Wells Fargo: Buy Apple on the dip

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Morgan Stanley sees 'tricky setup.' Trims Apple target $10 to $210apple morgan stanley tricky setup2 years ago
Published April 22, 2024 by Philip Elmer-DeWitt

Morgan Stanley sees 'tricky setup.' Trims Apple target $10 to $210

Apple will 'slightly beat' Q2 2024 estimates, says analyst Erik Woodring, but guide for the June quarter 4% - 7% below the Street.

Read More Morgan Stanley sees 'tricky setup.' Trims Apple target $10 to $210

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If microtwill is killed, will Apple go back to leather?apple vegan microtwill leather2 years ago
Published April 22, 2024 by Philip Elmer-DeWitt

If microtwill is killed, will Apple go back to leather?

From James Titcomb's "Apple ‘scraps vegan iPhone cases’ after backlash" posted Monday by The Telegraph.

Read More If microtwill is killed, will Apple go back to leather?

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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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