Travelin’ Tim’s taking his time in China. TMO Managing Editor Jeff Butts joins Ken to talk over a meeting between China’s commerce minister and Apple’s CEO. Also, Jeff has a look at the lates OS updates from Apple.
supply chain
India Ascends and a Goertek Exec Exits
An Apple target goes higher, Apple’s reportedly eying India more closely, and a bearer of bad news takes the exit.
Two Huge If True Rumors From India and Apple's Big Soccer Push
One firm raises its price target on Apple shares, two tales of Apple manufacturing in India, and three countries get better Apple Maps.
More iPhone Making for India and More Soccer for Everyone - TMO Daily Observations 2023-03-06
Bloomberg and the Wall Street Journal have tales of more Apple manufacturing in India. TMO Managing Editor Jeff Butts and Ken talk those over. Plus a quick trip to the Apple Store and Apple’s soccer push continues.
The iPhone SE 4 Gets Resurrected and 'Ted Lasso' Gets a Trailer
Putting iPhone SE back in play, a government official praises Apple’s security stance, and Apple’s other soccer season gets a trailer.
Recapping Apple's 1Q23 Earnings Call
Recapping Apple’s December-quarter numbers and dipping into the earnings call. That’s the kind of day we’re having on the Observation Deck.
Listening In On Apple's Q1FY23 Call - TMO Daily Observations 2023-02-03
TMO Managing Editor Jeff Butts joins Ken to kick through Apple’s December-quarter earnings, plus questions and answers between Apple execs and analysts.
Looking at the Big Tech Layoffs - TMO Daily Observations 2023-01-23
Thousands of layoffs across the tech sector in recent weeks prompt a discussion between TMO Managing Editor Jeff Butts and Ken. That includes a sort of inspiring message from the head of Nintendo back in 2013, and wondering where Apple is in all of it. Plus – a short Mailbag Monday on supply chain diversification.
Lowered Targets and Strange Bedfellows
Targets drop on Apple shares, wheels are in motion for Apple manufacturing in India, and lots of new shows headed to Apple TV+.
A 'Set and Forget' Investment and Negative Zero COVID
Evercore’s still way positive on Apple, negative zero-COVID in China and fighting union with “union.” That’s today’s Observation Deck.
Accentuating the Positive or Something
A couple of positive notes on Apple, producer and consumer news for Apple in India, and, to quote Billy Joel, “Where’s the Orchestra?”
Apple CEO Tim Cook Says Chips Can Soon Be Stamped ‘Made in America’
Speaking at an event in Arizona, Apple CEO Tim Cook said the tech giant’s chips will soon be able to be labeled as “Made in America.”
iPhone Misses Christmas and Musk Misses the Point - TMO Daily Observations 2022-12-06
Foxconn says it’s getting iPhone production back on track. TMO Managing Editor Jeff Butts joins Ken to talk righting the ship post holidays. Plus Apple’s pause in Twitter ads was not about Elon Musk nor free speech. It was apparently about propriety and decency. We’ll talk it over.
Foxconn Expects Full Production Capacity To Resume By Late December to Early January
After falling behind dramatically in its iPhone 14 Pro production, Foxconn believes it will resume full operations in the near future.
Apple Speeds Up Plans to Move Production Away from China
Struggling to keep up with demand for the iPhone 14 Pro, Apple is looking to expedite diversifying production away from China.
TSMC Founder Says Arizona Plant to Produce 3-Nanometer Chips
According to TSMC founder Morris Chang, the semiconductor manufacturer will produce its latest 3-nanometer chips at its new Arizona plant.
Tim Cook Confirms Apple to Source Chips From TSMC Plant In US Starting In 2024
Apple CEO Tim Cook confirmed that the company will source chips from TSMC’s plant in Arizona beginning in 2024.
Apple Issues Update on Problems With Supply of iPhone 14 Pro and iPhone 14 Pro Max
Apple issued an official announcement about the problems with the supply of iPhone 14 Pro and Pro Max due to COVID-19 restrictions in China.
Apple Warns on iPhone 14 Pro Production - TMO Daily Observations 2022-11-07
A press release on a Sunday night? TMO Managing Editor Jeff Butts joins Ken to talk about the bad iPhone news Apple offered and who the news was for. Plus – Major League Soccer may be Apple’s advertising test kitchen for that other football people like so much.
Plans to Use China's YMTC Memory Chips Frozen by Apple Due to Mounting Political Issues
Reports from “Nikkei Asia” indicate that Apple is freezing plans to implement China’s YMTC memory chips, citing geopolitical issues.
Apple Watch Ultra Isn't in Short Supply, But Apple Watch Bands Experiencing Shipping Delays
Mark Gurman’s recent “Power On” newsletter suggest that Apple Watch Ultra bands are experiencing delays through Apple’s Online Stores.
It's The Holiday Rage Cannon, Charlie Brown
Fresh from the Observation Deck, PBS won’t get Charlie Brown this holiday season. There’s also new betas and more good news from analysts.
Apple Supplier Foxconn 'Cautiously Optimistic' for Fourth-Quarter Results
Despite a tumultuous year, reports indicate that Foxconn is remaining “cautiously optimistic” about the fourth quarter of 2022.
Exports of iPhones from India Set to Double to $2.5 Billion YoY by March 2023
Sources from “Bloomberg” indicate that the exports of iPhones from India is set to double to $2.5 billion YoY by March 2023.