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J.P. Morgan: Apple Car team will 'go big or go home'apple car go big home5 years ago
Published January 12, 2021 by Philip Elmer-DeWitt

J.P. Morgan: Apple Car team will 'go big or go home'

But the key component is not likely to reach maturity until "towards the end of the decade," says analyst Samik Chatterjee

Read More J.P. Morgan: Apple Car team will 'go big or go home'

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J.P. Morgan: 'Significant moderation' in iPhone 12 lead times post Christmasapple iphone 12 jpmorgan moderation5 years ago
Published December 31, 2020 by Philip Elmer-DeWitt

J.P. Morgan: 'Significant moderation' in iPhone 12 lead times post Christmas

But iPhone 12 Pro demand remains "robust," according to analyst Samik Chatterjee. From a note to clients that landed on my desktop thursday: Following the recent…

Read More J.P. Morgan: 'Significant moderation' in iPhone 12 lead times post Christmas

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J.P. Morgan: iPhone 12 Pro reaches record lead timesapple jpmorgan iphone record lead time5 years ago
Published November 29, 2020 by Philip Elmer-DeWitt

J.P. Morgan: iPhone 12 Pro reaches record lead times

From a note to clients by analyst Samik Chatterjee that landed on my desktop Sunday.

Read More J.P. Morgan: iPhone 12 Pro reaches record lead times

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J.P. Morgan's Samik Chatterjee, iPhone trackerapple iphone tracker chatterjee5 years ago
Published November 23, 2020 by Philip Elmer-DeWitt

J.P. Morgan's Samik Chatterjee, iPhone tracker

From a note to clients that landed on my desktop Sunday evening.

Read More J.P. Morgan's Samik Chatterjee, iPhone tracker

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Check out China's October mobile phone sales chartsapple china phone sales5 years ago
Published November 13, 2020 by Philip Elmer-DeWitt

Check out China's October mobile phone sales charts

From a note to clients by J.P. Morgan's Samik Chatterjee that landed on my desktop Friday.

Read More Check out China's October mobile phone sales charts

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J.P. Morgan: Carriers say Apple's iPhone 12 is selling better than the Proapple record5 years ago
Published November 13, 2020 by Philip Elmer-DeWitt

J.P. Morgan: Carriers say Apple's iPhone 12 is selling better than the Pro

Lead times for the lower-cost iPhone 12 have been short, they say, because supplies are plentiful.

Read More J.P. Morgan: Carriers say Apple's iPhone 12 is selling better than the Pro

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J.P. Morgan: No more iPhone 12 Pros at the Apple Storeapple jpmorgan sold out5 years ago
Published November 1, 2020 by Philip Elmer-DeWitt

J.P. Morgan: No more iPhone 12 Pros at the Apple Store

"The iPhone 12 Pro remains unavailable across all the regions that we track." — Analyst Samik Chatterjee

Read More J.P. Morgan: No more iPhone 12 Pros at the Apple Store

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J.P. Morgan: iPhone 12 Pro outselling the cheaper iPhone 12apple delays iPhone 125 years ago
Published October 18, 2020 by Philip Elmer-DeWitt

J.P. Morgan: iPhone 12 Pro outselling the cheaper iPhone 12

From a note to clients by analyst Samik Chatterjee that landed on my desktop Sunday.

Read More J.P. Morgan: iPhone 12 Pro outselling the cheaper iPhone 12

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J.P. Morgan: Apple One will drive 'sizable revenue upside'apple jpmorgan fitness plus6 years ago
Published September 18, 2020 by Philip Elmer-DeWitt

J.P. Morgan: Apple One will drive 'sizable revenue upside'

Fitness+ may draw thousands of stand-alone subscribers, says analyst Samik Chatterjee, but Apple One will get millions. 

Read More J.P. Morgan: Apple One will drive 'sizable revenue upside'

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J.P. Morgan: What to expect from Apple's fall product launchesapple jpmorgan fall products checklist6 years ago
Published September 14, 2020 by Philip Elmer-DeWitt

J.P. Morgan: What to expect from Apple's fall product launches

Plus, a handy checklist of which companies in Apple’s supply chain will benefit from which products.

Read More J.P. Morgan: What to expect from Apple's fall product launches

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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 ($)
  • Tommo.fyi
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