"China production woes the albatross on the Apple story."
Read More Daniel Ives: Black Friday Store Checks Show Major iPhone Shortages
"China production woes the albatross on the Apple story."
Read More Daniel Ives: Black Friday Store Checks Show Major iPhone Shortages
Foxconn blames "technical error" on the broken promises that triggered riots at the world's largest iPhone factory.
Read More Apple observers onsite in Zhengzhou as Foxconn pays off angry workers
Despite his estimated 5% cut in iPhone 14 supplies, Ives is sticking with his Street-high $200 price target.
Read More Daniel Ives: Apple facing 'major shortage' of iPhones this Christmas
Cheap smartphone sales were down 10% last quarter in southeast Asia, pricey phones were up.
Read More Look what's selling in Indonesia, Thailand, Philippines and Vietnam
From "Foxconn hires over 100,000 workers for COVID-hit Chinese plant - Yicai" posted Thursday.
Read More Foxconn replaces AWOL iPhone workers. That didn't take long.
From Yvonne Lau's "How a mass lockdown at the world’s biggest iPhone factory is India’s big chance to beat out China as Apple’s favorite supplier" posted Saturday by Fortune.
From Jon Victor's "Apple Loses Web Search Technology Chief to Google" ($) posted Friday on The Information.
Read More Having failed to fix Siri for Apple, search guru goes back to Google
"It's not easy to build up manufacturing in India if you don't have component makers nearby." -- Counterpoint's Ivan Lam
Read More Apple's production shift to India: Not so fast, says DW
From Patrick McGee and Ryan McMorrow's "Apple’s bargain with Beijing: Access to China’s factories — and consumers" ($) posted Tuesday in the Financial Times.
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