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India now makes 20% of Apple's iPhonesapple iphone india 20 percent4 months ago
Published April 13, 2025 by Philip Elmer-DeWitt

India now makes 20% of Apple's iPhones

"In 2022, Bloomberg Intelligence estimated it would take eight years to move just 10% of Apple’s production capacity out of China."

Read More India now makes 20% of Apple's iPhones

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WSJ: 'It's good to be Tim Cook'wsj tim apple tariffs4 months ago
Published April 13, 2025 by Philip Elmer-DeWitt

WSJ: 'It's good to be Tim Cook'

"Too bad if you make shoes, or clothing, or thousands of other consumer products that must pay the tariffs but lack the political or market clout to win exemptions."

Read More WSJ: 'It's good to be Tim Cook'

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This week's Apple trading strategies (4/14-4/18/25)apple trading strategies 4-14-254 months ago
Published April 13, 2025 by Philip Elmer-DeWitt

This week's Apple trading strategies (4/14-4/18/25)

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

Read More This week's Apple trading strategies (4/14-4/18/25)

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Tariff reprieve: What the Apple analysts are sayingapple tariff reprieve analysts4 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Tariff reprieve: What the Apple analysts are saying

Excerpts from the notes I've seen. More as they come in.

Read More Tariff reprieve: What the Apple analysts are saying

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What role did Apple play in negotiating a tech tariff reprieve?apple tariff reprieve cook4 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

What role did Apple play in negotiating a tech tariff reprieve?

"Tim Cook, Apple’s chief executive, has been at the forefront of the industry’s courtship of Mr. Trump." 

Read More What role did Apple play in negotiating a tech tariff reprieve?

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Report: Apple got tariff carve outs for Macs and iPhonesapple tariff carve outs4 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Report: Apple got tariff carve outs for Macs and iPhones

"This is a major development."

Read More Report: Apple got tariff carve outs for Macs and iPhones

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What Prof G learned on Tuesday while selling naked Apple callsapple galloway insider trading4 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

What Prof G learned on Tuesday while selling naked Apple calls

"Yesterday, April 9, will go down as the day where more insider trading took place than any day in history." — Scott Galloway

Read More What Prof G learned on Tuesday while selling naked Apple calls

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Saturday Apple video: Everyone but Jon Hamm (2022)satiurday apple video hamm4 months ago
Published April 12, 2025 by Philip Elmer-DeWitt

Saturday Apple video: Everyone but Jon Hamm (2022)

"Seriously, I could have been Lasso."

Read More Saturday Apple video: Everyone but Jon Hamm (2022)

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Jon Hamm's Apple TV+ show scores 80% on Rotten Tomatoesapple tv jon hamm4 months ago
Published April 11, 2025 by Philip Elmer-DeWitt

Jon Hamm's Apple TV+ show scores 80% on Rotten Tomatoes

From "Your Friends & Neighbors — Official Trailer | Apple TV+" posted last month.

Read More Jon Hamm's Apple TV+ show scores 80% on Rotten Tomatoes

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Daniel Ives: 'China holds a lot of cards in this game of poker'apple china tariff poker4 months ago
Published April 11, 2025 by Philip Elmer-DeWitt

Daniel Ives: 'China holds a lot of cards in this game of poker'

"No US tech company is more negatively impacted by these tariffs than Apple."

Read More Daniel Ives: 'China holds a lot of cards in this game of poker'

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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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