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Evercore: Apple iPhone shipments to China up 95% y/y last monthapple evecore iphone 12 china5 years ago
Published December 14, 2020 by Philip Elmer-DeWitt

Evercore: Apple iPhone shipments to China up 95% y/y last month

From a note to clients by analyst Amit Daryanani that landed on my desktop Monday.

Read More Evercore: Apple iPhone shipments to China up 95% y/y last month

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UBS: Apple iPhone 12 sales in China up 50% over the 11apple ubs china iphone 125 years ago
Published December 14, 2020 by Philip Elmer-DeWitt

UBS: Apple iPhone 12 sales in China up 50% over the 11

But in the U.S., demand for the iPhone 12 Pro Max and Pro may have peaked says analyst David Vogt.

Read More UBS: Apple iPhone 12 sales in China up 50% over the 11

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Microsoft named No. 1 best-managed company of the year, Apple No. 2apple drucker microsoft apple5 years ago
Published December 14, 2020 by Philip Elmer-DeWitt

Microsoft named No. 1 best-managed company of the year, Apple No. 2

"What we’ve really noticed is that the companies that scored highest in our ranking seemed in the best shape to deal with the crisis." 

Read More Microsoft named No. 1 best-managed company of the year, Apple No. 2

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A show about Gawker on Apple TV+? Forget about it.apple tv gawker tim cook5 years ago
Published December 14, 2020 by Philip Elmer-DeWitt

A show about Gawker on Apple TV+? Forget about it.

From Ben Smith's "Apple TV Was Making a Show About Gawker. Then Tim Cook Found Out." in Monday's New York Times.

Read More A show about Gawker on Apple TV+? Forget about it.

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Premarket: Apple is greenapple premarket green 12-23-255 years ago
Published December 14, 2020 by Philip Elmer-DeWitt

Premarket: Apple is green

From TheStreet's "Dow Futures Power Higher on Possible Stimulus, Brexit Breakthroughs; U.S. Vaccine Rollout Begins" posted early Monday.

Read More Premarket: Apple is green

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J.P. Morgan: Early adopter demand for Apple's iPhone 12 Pro Max dissipatesapple iphone max dissipates5 years ago
Published December 13, 2020 by Philip Elmer-DeWitt

J.P. Morgan: Early adopter demand for Apple's iPhone 12 Pro Max dissipates

Especially in China. Meanwhile, lead times for the 12 Pro still rule.

Read More J.P. Morgan: Early adopter demand for Apple's iPhone 12 Pro Max dissipates

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Tim Cook took a subtle shot at Facebook last weekapple tim cook facebook5 years ago
Published December 13, 2020 by Philip Elmer-DeWitt

Tim Cook took a subtle shot at Facebook last week

From the transcript of his interview with Outside magazine's Michael Robert.

Read More Tim Cook took a subtle shot at Facebook last week

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Did Apple muff a chance to buy ARM?apple muffed arm5 years ago
Published December 13, 2020 by Philip Elmer-DeWitt

Did Apple muff a chance to buy ARM?

This delightful trip down memory lane came in over the transom last week. Posted with permission:

Read More Did Apple muff a chance to buy ARM?

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This week's Apple trading strategies (12/14-12/18)apple trading strategies 12-145 years ago
Published December 13, 2020 by Philip Elmer-DeWitt

This week's Apple trading strategies (12/14-12/18)

Don't blame me.

Read More This week's Apple trading strategies (12/14-12/18)

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Riot breaks out at a Wistron iPhone factory in India (video) -- updatedapple iphone riot wistron india5 years ago
Published December 12, 2020 by Philip Elmer-DeWitt

Riot breaks out at a Wistron iPhone factory in India (video) -- updated

Windows broken, cars overturned, equipment destroyed.

Read More Riot breaks out at a Wistron iPhone factory in India (video) -- updated

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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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