From the Wall Street Journal’s "Stock Futures Slip Ahead of Tech Earnings" posted early Tuesday.
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Nikkei: Apple has a case of the Shanghai flu
4 years ago
4 years agoFrom "Shanghai, Kunshan lockdowns hit iPhone, Mac and iPad makers" posted Tuesday.
For a multi-trillion-dollar hardware shipping enterprise to change course takes time and long-term planning.
Read More China still accounts for 95.3% of Apple's manufacturing base
Supply chain management for Apple is like three-dimensional chess, only more so.
"The Russian invasion of Ukraine has put an end to the globalization we have experienced over the last three decades. -- Blackstone CEO Larry Fink
Read More Gene Munster: How fast can Apple get out of China?
From Canalys’ "India’s PC market grows at its fastest rate in a decade as shipments jump 45% in 2021" posted Thursday.
Read More Apple Mac/iPad sales doubled in India's booming PC market
“Failure to comply would carry penalties of up to tens of billions of dollars.”
Read More WSJ: Apple's App Store faces existential threat from EU
From Sujeong Lim's "Smartwatch Market Grows 24% YoY in 2021, Records Highest Ever Quarterly Shipments in Q4" posted Monday.
Read More Counterpoint: With 30% of smartwatch market, Apple took 50% of revenue
From Debby Wu's "Foxconn Halts iPhone Shenzhen Site Due to Covid Lockdown" posted early Monday on Bloomberg.
Read More Apple iPhone production rolls on despite Foxconn's Shenzhen shutdown
From a note to clients that landed on my desktop Sunday.
Read More Evercore's Amit Daryanani: Apple could ship >35 million iPhone SE3's in Year 1
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