From a note to clients that landed on my desktop Thursday.
Counterpoint: Apple Watch still rules
6 years ago
6 years agoApple and the wannabes.
Huawei’s smartphone shipments could decline by eight to 10 million a month, Kuo estimates.
Read More Ming-Chi Kuo: How Huawei boycott could benefit Apple
From a note to clients by Toni Arcuri that landed in my desktop Wednesday.
Read More UBS: Apple and Huawei paid Qualcomm $6.4 billion in royalties in arrears
Huawei CEO Ren Zhengfei sent a signal on CNBC Sunday. But to whom?
Read More Why is Huawei suddenly 'open' to selling 5G chips to Apple? (video)
Have the new flagship Androids surpassed the iPhone? Not quite yet, says analyst Krish Sankar. From a note to clients that landed on my desktop Friday:…
Read More Cowen: Androids have more cameras, Apple has better camera software
Apple: Creators of the category's final form
6 years ago
6 years agoButterflies from Samsung and Huawei carry the pundits to 30,000 feet.
Thanks to WeChat, Apple in China is just another vendor.
From "China’s smartphone market falls 14% in 2018," posted Monday.
Read More Canalys: Smartphone shipments in China fell 14% in 2018
A rant from a friend of the blog who's been traveling a lot overseas.
Read More 'Apple missed the mark because it missed the market'
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