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Tag: Apple supply chain

Nomura Instinet cuts estimates on U.S.-China trade skirmish

Friday, May 17, 2019 8:46 am1 Comment

Nomura Instinet lowered its price target on Apple shares to $175 from $180 on Friday…

There’s a growing ‘Boycott Apple’ movement In China due to trade skirmish

Thursday, May 16, 2019 1:27 pmWednesday, May 29, 201916 Comments

People in China are calling for a boycott of Apple products after tensions between China and the U.S…

Trump administration blacklists Huawei putting Apple at risk of retaliation from China

Thursday, May 16, 2019 9:01 am20 Comments

The latest U.S. broadside against Huawei that puts the Chinese firm on an exports blacklist threatens…

The media is lying to you about President Trump’s China tariffs

Wednesday, May 15, 2019 4:51 pmWednesday, May 15, 201983 Comments

I’m used to partisan, inaccurate drivel from all sides these days, but the media’s coverage of President Trump’s tariffs…

The last time Apple did this, it rallied 130%

Tuesday, May 14, 2019 12:02 pmTuesday, May 14, 201922 Comments

Apple has fallen prey to the trade war-triggered market sell-off…

Analyst: Apple investors ‘overreacting’ to U.S.-China trade war and Supreme Court App Store ruling

Tuesday, May 14, 2019 9:32 amTuesday, May 14, 20194 Comments

Apple investors are overreacting to the financial threat posed by the U.S.-China trade war…

Apple, Deere & Co, retail in focus as U.S. releases fresh tariff list

Tuesday, May 14, 2019 9:00 amTuesday, May 14, 2019No Comments

Deere & Co. on Tuesday joined other companies hit by the U.S.-China trade war…

Gene Munster: Apple likely to be spared from China tariffs

Friday, May 10, 2019 5:44 pm13 Comments

It is widely expected that the upcoming $325B in tariffs on goods imported from China…

Apple shares drop 7% this week on fears China trade turmoil threatens iPhone sales

Friday, May 10, 2019 3:52 pmFriday, May 10, 201920 Comments

Apple shares have slid steadily amid tumultuous U.S. trade negotiations with China…

Apple not yet hurt by China tariffs, likely to simply absorb the added cost

Friday, May 10, 2019 1:25 pmFriday, May 10, 20195 Comments

Fears that Apple’s revenue will get hit hard from Donald Trump’s policy may be overdone for now…

Apple temporarily escapes new tariffs as U.S.-China trade war escalates

Friday, May 10, 2019 10:27 amFriday, May 10, 20198 Comments

U.S. President Donald Trump made good on a trade war deadline on Friday…

Dow futures fall after President Trump tweets ‘absolutely no need to rush’ on China trade deal

Friday, May 10, 2019 8:58 amFriday, May 10, 201917 Comments

Wall Street is set to open lower on Friday as President Donald Trump said there’s ‘absolutely no need to rush’ on a trade agreement…

China overplayed its hand with U.S. President Trump on trade, and it could cost them dearly

Thursday, May 9, 2019 10:41 am64 Comments

China and the United States were moving towards an agreement to end a months-long trade war…

Apple deserves kudos for doing right by workers in reducing supplier violations

Thursday, March 7, 2019 10:59 am2 Comments

I’ve been quite harsh toward Apple Inc. for a long time…

Apple releases 13th annual Supplier Responsibility Progress Report

Wednesday, March 6, 2019 3:02 pmWednesday, March 6, 2019No Comments

Apple today released its 13th annual Supplier Responsibility Progress Report…

Apple said to cut iPhone production orders for second time

Wednesday, November 28, 2018 9:57 amWednesday, November 28, 201810 Comments

iPhone supply chain partners are expected to see their revenues decline starting November on Apple reducing orders…

Apple was worth more than $1 trillion at the start of the month, it’s now valued at $880 billion

Tuesday, November 20, 2018 12:35 pmTuesday, November 20, 201815 Comments

Since Apple’s share price peaked at just over $232 on Oct. 3, the stock has plummeted by nearly 20 percent…

Apple analysts have a long history of misreading weak iPhone demand based on supplier rumors

Monday, November 19, 2018 3:28 pmMonday, November 19, 201810 Comments

Stop me if you’ve heard this one before…

Poor news curation at Bloomberg, CNBC, Reuters created misleading iPhone supply chain panic

Monday, November 19, 2018 10:32 amMonday, November 19, 201816 Comments

The lazy high of Supply Chain crack is hard for journalists to kick…

WSJ: Apple slashes production orders for all three new iPhone models

Monday, November 19, 2018 8:45 amMonday, November 19, 201815 Comments

Lower-than-expected demand for Apple Inc.’s new iPhones and the company’s decision…

Morgan Stanley affirms $253 price target on Apple shares

Thursday, November 15, 2018 4:15 pmThursday, November 15, 20182 Comments

Morgan Stanley affirmed its overweight rating and $253 price target on AAPL…

Misreading Apple’s supply chain and iPhone XR demand

Thursday, November 15, 2018 1:05 pm5 Comments

Apple’s supply chain scale is truly unprecedented…

Apple’s supply chain takes wait-and-see attitude about order prospects for new MacBook Air

Thursday, November 1, 2018 1:59 pmThursday, November 1, 20184 Comments

Despite Apple’s recent launch of an all-new MacBook Air, supply chain partners…

Analyst: Apple supply chain ‘healthy and growing again’

Friday, June 22, 2018 10:30 amFriday, June 22, 20183 Comments

It’s too early in the iPhone production cycle for the supply chain to be fully ramped…

Apple delays new MacBook Air production to 2H18

Monday, April 30, 2018 2:35 pm23 Comments

Apple will defer the volume production of its new budget-type MacBook Air for 2018…

Sloppy report depicts Apple as struggling with LG as an alternative to Samsung OLEDs on new iPhones

Friday, April 20, 2018 4:32 pmFriday, April 20, 20189 Comments

A new report claiming to understand Apple’s supply chain has asserted that LG screens…

Angela Ahrendts touts Apple’s investment in Japan, says ‘several’ new retail stores coming to the country

Thursday, March 22, 2018 10:58 amThursday, March 22, 20183 Comments

Apple’s retail head, Angela Ahrendts, talked about the company’s plans for Japan…

Nikkei again claims ‘weak demand’ for iPhone X despite much evidence to the contrary

Tuesday, February 20, 2018 2:25 pmTuesday, February 20, 20187 Comments

Samsung Electronics is to slash production at its OLED panel plant in response to customer Apple’s decision…

Analysts are confused about Apple’s iPhone X supply and demand

Thursday, January 25, 2018 3:25 pmThursday, January 25, 201812 Comments

Nearly three months after the iPhone X went on sale, analysts are still debating supply and demand…

Economic Daily News: There will be no delay for Apple’s next-gen OLED iPhone

Monday, May 8, 2017 10:36 amMonday, May 8, 2017No Comments

There will be no delay for the launch of the next generation iPhone devices…

Apple’s 12.9-inch iPad Pro supplies tighten worldwide ahead of rumored update in March

Thursday, February 9, 2017 12:30 pmThursday, February 9, 20178 Comments

Just weeks before Apple is rumored to launch a trio of new iPads, 12.9-inch iPad Pro…

Greenpeace: Apple should set a better example with its supplier report

Thursday, March 31, 2016 12:01 pmThursday, March 31, 201613 Comments

Apple says conditions at the factories where its iPhones and iPads are made have improved…

Is there really a market for a new four-inch iPhone?

Friday, January 29, 2016 3:50 pmFriday, January 29, 201644 Comments

Why would Apple take a step back in this manner to a smaller device?

Apple’s new 4-inch handset rumored to be named ‘iPhone 5e,’ feature A8 CPU with 1GB RAM

Monday, January 11, 2016 12:48 pm12 Comments

Supply chain scuttlebutt over a new 4-inch iPhone continues to accumulate, with the latest rumors…

Analyst: Apple’s ‘iPhone 7 Plus’ to feature 3GB of RAM, Apple ‘A10’ SoC

Wednesday, November 4, 2015 1:27 pm14 Comments

Apple’s next-generation plus-sized iPhone model will feature even more RAM…

Expect iPad Pro supply to be severely constrained as Apple takes conservative approach to device

Tuesday, October 27, 2015 8:35 amTuesday, October 27, 201517 Comments

Apple is ready to sell its iPad Pro in November, but has only placed limited orders…

Apple under fire for China factory conditions as iPhone launched

Friday, September 25, 2015 9:37 am19 Comments

No company has done more to improve working conditions for Chinese factory workers than Apple Inc…

Move over China! Japan wants to take over iPhone manufacturing

Monday, June 1, 2015 1:34 pm18 Comments

Being an Apple manufacturer is a pretty lucrative market if you can get in on it…

Apple iPhone powers profits for Asian component makers

Friday, May 22, 2015 3:55 pmFriday, May 22, 20153 Comments

As Apple basks in the unprecedented demand for its latest iPhones…

Apple aims to ship 26 million Apple Watches this year, source says

Friday, April 24, 2015 8:23 am10 Comments

Apple will ship 2 million watches per month in the current quarter…

Apple likely to quickly ramp up Apple Watch production

Monday, April 13, 2015 8:20 am16 Comments

Apple Inc is likely to quickly ramp production of the Apple Watch…

Apple’s A8-powered ‘iPad mini 4’ chassis allegedly shown in new pics, video

Tuesday, April 7, 2015 8:30 pm14 Comments

The ‘iPad mini 4’ chassis shows a removed orientation lock/mute switch…

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