Author Archives: Philip Elmer-DeWitt

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WSJ: Apple ‘likely’ to drop LCD displays in 2020

From “Apple Supplier in Japan Looks to Taiwan for Bailout After iPhone XR Letdown,” posted early Tuesday for Wednesday’s Wall Street Journal ($). More than half of Japan Display’s ...
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WSJ: Foxconn may make iPhones in India

From “Foxconn Looks Beyond China to India for iPhone Assembly” posted early Tuesday for Wednesday’s Wall Street Journal ($) Apple’s largest iPhone assembler, Foxconn Technology Group, is considering producing ...
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Harvard Business Review: ‘M&A is a mug’s game’

Remember, when anybody suggests that Apple buy anything, that 70% to 90% of acquisitions are abysmal failures.   An oldie but goodie, from Roger L. Martin’s M&A: The One ...
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Forbes chats up cabbie, declares Apple doomed

Someone call the Macalope.   From The End of Apple by contributor Stephen McBride: “Oh man, that’s almost a month’s rent for me…” Here I am sitting in a ...
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7 things Apple won’t buy

There are no new stories, only new reporters.   From Luke Lango’s 7 Companies Apple Should Consider Buying, posted last week on InvestorPlace: One of the world’s largest companies ...
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Broken China: Apple is the least of it

A supplier of motors that make the iPhone vibrate is getting rattled by manufacturers up and down its product line.   From Wolf Richter’s Bottom Suddenly Falls Out of Demand ...
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Watch Apple’s $249 iPhone SE clearance stock evaporate

Why not make some new ones, and see how fast those sell out?   Sixteen hours after Apple began blasting ads for a clearance sale of 2016-era iPhones—at discounts ...
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Canaccord Genuity trims ’19 iPhone estimates 13%

“We continue to believe Apple can sustain double-digit Services revenue growth driven. — Analyst T. Michael Walkley   From a note to clients that landed on my desktop Saturday, ...
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Full list of Apple’s Hollywood projects, real and rumored

Adapted from CNET’s running tally, updated Thursday. Lots more detail—and bold-face names—in Rebecca Fleenor’s labor of love. Drama series Are You Sleeping: Based on novel about true crime podcasts. Calls: ...
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Remember when Apple fell off a cliff?

Two weeks later, the stock has clawed its way back.   My take: I bet that bungee jump left a lot of blood on the floor. See also: Four ...
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Bernstein: Apple’s App Store Next Shoe to Drop?

That’s where analyst Toni Sacconaghi draws the line.   From a note to clients that landed on my desktop Friday: It’s been a rough 4 months for Apple. You ...
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Mark Gurman: Here’s what Tim Cook said about an Apple hiring freeze

From Apple Plans to Cut Back on Hiring Due to iPhone Sales Struggles, posted Wednesday on Bloomberg News: Cook was asked if the company would impose a hiring freeze in ...
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Apple calls for FTC crackdown on data traffickers

From You Deserve Privacy Online. Here’s How You Could Actually Get It, published Thursday in Time Magazine: One of the biggest challenges in protecting privacy is that many of the ...
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Information: Facebook’s Messenger has overtaken Apple’s iMessage

Is Apple waiting to be crushed by the competition before it fixes iMessage’s broken sync?   From Apple, Facebook Messaging Rivalry Hints at Intensifying Services Battle ($): Publicly, Apple and ...
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J.P. Morgan: 2019 will be the worst year of the smartphone era

From a note to clients by analyst Samik Chatterjee that landed on my desktop Wednesday:   We are updating our “Global Handset Model”… [in-text-ad] Weaker-than-expected 4Q18 smartphone demand; 2019E ...
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