"The report has added to investor concerns around Huawei risk, but we continue to think this risk is overstated." — Analyst Amit Daryanani
Read More Evercore: Don't read too much into last week's Apple Singles Day report
China Singles Day: Why Huawei trounced Apple
2 years ago
2 years agoHuawei's aggressive one-day promotions — free AirPod knock-offs, for example — didn't hurt.
"Apple dominated the premium handset market for most of the pandemic years, partly thanks to the troubles of competitors like Huawei. But nothing lasts forever."
"Huawei vs. the iPhone 15... and Apple's AI intentions were key topics of discussion at our 2023 AP Summit." — Analyst Erik Woodring.
Read More Morgan Stanley: iPhone weakness in China offset by rest of the world
"We think it is possible Huawei will regain some share, but a complete reversion to 2019 is unlikely for THREE reasons." — Analyst Amit Daryanani
Read More Evercore sees modest risk for Apple in China, sticks with $210 target
iPad and Vision Pro: Apple's sloppy seconds
2 years ago
2 years agoFrom Tim Hardwick's "Apple Faces Trademark Battle to Use 'Vision Pro' Name in China" posted Tuesday by MacRumors.
From Jiaxing Li's "Russian consumers rush to snap up Chinese smartphone stocks as the rouble’s value sinks" posted Thursday in the South China Morning Post: Major…
Read More Chinese smartphones are flying off the shelves in Moscow
From the Wall Street Journal's "China Tech Firms Face Backlash Over Beijing’s Policies" ($), posted early Monday.
Read More When India boycotts Chinese telecom, it can't hurt Apple
As the virus raced around the world, Samsung, Huawei and Oppo got clobbered. Apple not so much.
Read More Gartner: Apple's iPhone global market share grew 15% last quarter
When the shooting starts, Apple makes a big fat target.
Read More Trade war heats up. Apple caught in middle. Again.
4 Comments