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100% output 3-4 weeks away at Apple's largest iPhone factoryapple foxconn 33 percent3 years ago
Published December 5, 2022 by Philip Elmer-DeWitt

100% output 3-4 weeks away at Apple's largest iPhone factory

From Yimou Lee's "Foxconn sees COVID-hit China plant back at full output in late Dec-early Jan -source" posted Monday on the Reuters newswire.

Read More 100% output 3-4 weeks away at Apple's largest iPhone factory

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Premarket: Apple was green, turned redapple premarket mcintosh 6-26-253 years ago
Published December 5, 2022 by Philip Elmer-DeWitt

Premarket: Apple was green, turned red

From CNBC's "Stock futures slip slightly to start the week as traders look ahead to more economic data" posted early Monday.

Read More Premarket: Apple was green, turned red

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J.P.Morgan: Global iPhone 14 Pro lead times shrank by 6 days last weekapple iphone lead times jpmorgan3 years ago
Published December 4, 2022 by Philip Elmer-DeWitt

J.P.Morgan: Global iPhone 14 Pro lead times shrank by 6 days last week

"Apple is cycling past the worst and making progress in relation to supply challenges" -- Analyst Samik Chatterjee

Read More J.P.Morgan: Global iPhone 14 Pro lead times shrank by 6 days last week

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Daniel Ives: Apple is short 10 to 15 million iPhones this holiday seasonapple short iphone holiday3 years ago
Published December 4, 2022 by Philip Elmer-DeWitt

Daniel Ives: Apple is short 10 to 15 million iPhones this holiday season

From a note to Wedbush clients that landed on my desktop Sunday.

Read More Daniel Ives: Apple is short 10 to 15 million iPhones this holiday season

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Vaporized: The Jan. '23 Apple headset unveiling Ming-Chi Kuo promisedapple headset unveiling vaporized3 years ago
Published December 4, 2022 by Philip Elmer-DeWitt

Vaporized: The Jan. '23 Apple headset unveiling Ming-Chi Kuo promised

Unspecified "software issues" will delay mass shipments into the second half of 2023, according to Sunday's tweets.

Read More Vaporized: The Jan. '23 Apple headset unveiling Ming-Chi Kuo promised

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Apple's VP brain drainapple vp brain drain3 years ago
Published December 4, 2022 by Philip Elmer-DeWitt

Apple's VP brain drain

From Mark Gurman's Power On column, posted Sunday to Bloomberg Technology ($) subscribers.

Read More Apple's VP brain drain

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Apple is 100% back on Twitter, says Elon Musk in two-hour airborne chatapple back musk says3 years ago
Published December 4, 2022 by Philip Elmer-DeWitt

Apple is 100% back on Twitter, says Elon Musk in two-hour airborne chat

Just because Musk says something, doesn't make it true. 

Read More Apple is 100% back on Twitter, says Elon Musk in two-hour airborne chat

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This week's Apple trading strategies (12/5-12/9/22)apple trading strategies 12-5-223 years ago
Published December 4, 2022 by Philip Elmer-DeWitt

This week's Apple trading strategies (12/5-12/9/22)

A place for Apple traders and investors to share their best ideas.

Read More This week's Apple trading strategies (12/5-12/9/22)

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FT: How Apple's Tim Cook charmed Elon Muskapple cook charmed elon3 years ago
Published December 3, 2022 by Philip Elmer-DeWitt

FT: How Apple's Tim Cook charmed Elon Musk

"His role as Big Tech’s calm elder statesman has been put to the test over the past month."

Read More FT: How Apple's Tim Cook charmed Elon Musk

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What's holding up Apple's move out of China?apple blueprints npi china3 years ago
Published December 3, 2022 by Philip Elmer-DeWitt

What's holding up Apple's move out of China?

The limiting factor, according to a deep dive in Saturday's Wall Street Journal, is the capability and the manpower to do "NPI." 

Read More What's holding up Apple's move out of China?

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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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