"A resurgence of rival Huawei—seen as a more patriotic choice by some Chinese consumers—is a worry."
Read More Citi's Atif Malik trims Apple price target $5 to $220, keeps Buy rating
"A resurgence of rival Huawei—seen as a more patriotic choice by some Chinese consumers—is a worry."
Read More Citi's Atif Malik trims Apple price target $5 to $220, keeps Buy rating
"Apple may have the most significant decline among the major global mobile phone brands in 2024."
Read More Ming-Chi Kuo: Apple has slashed iPhone chip orders to 200 million units
2 years agoChinese company Transsion leads the African mobile market, with its three brands – Tecno, Infinix and iTel – holding 48 per cent of the market share.
From "Demand in the U.S. market has slowed down significantly" posted Wednesday on Medium.
Read More Ming-Chi Kuo: Apple Vision return rate 1%, no major revision until 2027
"We believe the installed base is due for an upgrade and anticipate a strong refresh cycle to take place over the next two years as Generative AI features start to take hold on smartphones." — Analyst Wamsi Mohan
Read More BofA survey points to strong iPhone refresh cycles
Missed the meeting, but I’ve posted a transcript.
Read More Who wants to talk about Apple's 2024 shareholders meeting?
From "2024 Annual Meeting of Shareholders" posted seven weeks ago by Apple Investor Relations.
Read More Today's Apple shareholder meeting starts at 12 p.m. Eastern (9 a.m. Pacific)
"India would be a bigger iPhone market than China by 2027." — Analyst Erik Woodring
Read More Morgan Stanley: Indian iPhone shipments grew 39% in 2023
"There are emerging smartphone manufacturing hubs in both of these parts of the country, thanks to companies like Apple, Samsung, Oppo and Xiaomi." From Lauly Li's…
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