853 search results for "india"

Apple tops the active installed base charts

apple counterpoint active installed base

2 weeks ago

Published February 10, 2026 by Philip Elmer-DeWitt

Apple tops the active installed base charts

"In 2025, Apple added more net new smartphone devices than the next seven leading OEMs combined."

Proof that the Chinese prefer to buy new iPhones that look different from the old

3 weeks ago

Published February 4, 2026 by Philip Elmer-DeWitt

Proof that the Chinese prefer to buy new iPhones that look different from the old

"Apple may be a de facto monopolist for most of the world, but in China the company is simply another smartphone vendor, and being simply another smartphone vendor is a hazardous place to be."

Ben Thompson: Apple's got the TSMC blues

3 weeks ago

Published February 4, 2026 by Philip Elmer-DeWitt

Ben Thompson: Apple's got the TSMC blues

"Apple has been the king of the supply chain for so long now, it will be fascinating to see how the company handles having to fight for supply instead of dictating terms."

High praise for Apple from Bloomberg Technology

3 weeks ago

Published February 3, 2026 by Philip Elmer-DeWitt

High praise for Apple from Bloomberg Technology

"The December quarter was a triumph for Apple’s established product differentiation through a unique software ecosystem, bolstered by robust hardware upgrades. Yes, it’s a familiar playbook, but no one executes it quite like Apple."

MacDailyNews: Why Apple shares popped Monday

3 weeks ago

Published February 2, 2026 by Philip Elmer-DeWitt

MacDailyNews: Why Apple shares popped Monday

"Analyst upgrades and price target increases have fueled today’s gains, as firms reassess Apple’s outlook amid strong iPhone momentum, a China rebound, and AI ecosystem potential despite some margin pressures from rising memory costs."