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Tag: iPhone supply chain

Apple’s unassailable moat: How iPhone stays immune to demand destruction

Wednesday, April 29, 2026 3:03 pmWednesday, April 29, 20262 Comments

Apple’s iPhone has proven remarkably resilient. While the broader smartphone market ebbs and flows, iPhone sales often hold steady…

Apple’s iPhone supply chain has a brighter outlook than Android’s – analysts

Thursday, June 9, 2022 11:49 amNo Comments

Production of hardware could gradually resume to normal levels in June/July, with a brighter outlook for Apple’s supply chain than Android …

JP Morgan: iPhone supply chain looks to be stabilizing after weaker than expected holiday quarter

Wednesday, February 20, 2019 9:25 am2 Comments

While down on a sequential monthly basis, JP Morgan notes that on a year-on-year analysis, aggregate revenue rose

Merrill Lynch: Sell off on iPhone ‘noise’ overdone; supply chain moves are inventory adjustments, not demand issue

Wednesday, December 19, 2012 10:00 amWednesday, December 19, 20125 Comments

Merrill Lynch‘s Scott Craig today waded into the debate over Apple…

Apple iPhone 5 ‘tsunami’ to impact chip suppliers

Wednesday, August 15, 2012 2:08 pm2 Comments

The launch of Apple’s iPhone 5 handset is going to be a huge event…

Foxconn doubles size of Chinese factory to produce more Apple iPhones

Tuesday, December 27, 2011 10:00 amTuesday, December 27, 20118 Comments

Central China’s Henan province plans to build the world’s largest manufacturing base…

OEM production of iPhone 3GS to reach two million units in 4Q11, say sources

Friday, December 9, 2011 5:31 pmFriday, December 9, 201112 Comments

It’s well known that doctors love their Apple iPads…

Analysts claim ‘key component’ limiting Apple’s iPhone 4S supply

Tuesday, November 29, 2011 3:41 pmTuesday, November 29, 201121 Comments

Supply constraints remain Apple’s only issue in meeting strong demand for the new iPhone 4S…

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