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ARM feels like it's getting screwed by Appleapple cook softbank son arm2 years ago
Published December 1, 2023 by Philip Elmer-DeWitt

ARM feels like it's getting screwed by Apple

"Despite the ubiquity of its chips, Arm posted only $524 million in net income in the fiscal year ended March 31—less than 1% of Apple’s annual profit."

Read More ARM feels like it's getting screwed by Apple

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Apple brings silicon packaging to Arizonaapple amkor silicon packaging2 years ago
Published November 30, 2023 by Philip Elmer-DeWitt

Apple brings silicon packaging to Arizona

Along with the packaging, there may be some padding going on.

Read More Apple brings silicon packaging to Arizona

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Apple's phone sales set to overtake Samsung's in Kuwaitapple kuwait samsung2 years ago
Published November 30, 2023 by Philip Elmer-DeWitt

Apple's phone sales set to overtake Samsung's in Kuwait

One country down, 42 to go.

Read More Apple's phone sales set to overtake Samsung's in Kuwait

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Here's what Apple cut from Robert De Niro's awards speechapple de niro muzzle2 years ago
Published November 30, 2023 by Philip Elmer-DeWitt

Here's what Apple cut from Robert De Niro's awards speech

"I don’t feel like thanking them at all for what they did. How dare they do that, actually."

Read More Here's what Apple cut from Robert De Niro's awards speech

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IDC: Smarthphone sales to grow 7.3% in Q4 2023apple idc turned corner2 years ago
Published November 30, 2023 by Philip Elmer-DeWitt

IDC: Smarthphone sales to grow 7.3% in Q4 2023

"The tide has finally turned and it feels safe to say the worst is behind us." IDC's Nabila Popal

Read More IDC: Smarthphone sales to grow 7.3% in Q4 2023

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Culture shock at Foxconn's Sunguvarchatram iPhone factoryapple india culture shock2 years ago
Published November 30, 2023 by Philip Elmer-DeWitt

Culture shock at Foxconn's Sunguvarchatram iPhone factory

"People fainted, fell ill, and complained of high stress and other health issues — all things the Chinese employees expect will recede over time."

Read More Culture shock at Foxconn's Sunguvarchatram iPhone factory

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Despite -4% YOY drop, Apple ruled China Singles Day salesapple china singles counterpoint2 years ago
Published November 30, 2023 by Philip Elmer-DeWitt

Despite -4% YOY drop, Apple ruled China Singles Day sales

From "Singles Day Growth Boosts Odds of China Market Smartphone Recovery in Q4 2023" posted last Friday by Counterpoint Research.

Read More Despite -4% YOY drop, Apple ruled China Singles Day sales

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Premarket: Apple is greenapple premarket green 7-2-252 years ago
Published November 30, 2023 by Philip Elmer-DeWitt

Premarket: Apple is green

From CNBC's "Dow futures rise more than 100 points as benchmark nears new 2023 high" posted early Thursday.

Read More Premarket: Apple is green

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InvestorPlace: Apple’s 2024 Outlookapple investorplace buy2 years ago
Published November 29, 2023 by Philip Elmer-DeWitt

InvestorPlace: Apple’s 2024 Outlook

"In 2024, you'll wish you had bought AAPL stock below $200 while you had the chance."

Read More InvestorPlace: Apple’s 2024 Outlook

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Morgan Stanley: Apple is still under-owned by institutional investorsapple morgan stanley underowned2 years ago
Published November 29, 2023 by Philip Elmer-DeWitt

Morgan Stanley: Apple is still under-owned by institutional investors

But Microsoft is even more so. Most over-owned: Meta, Qualcomm and Intel.

Read More Morgan Stanley: Apple is still under-owned by institutional investors

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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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