Supply chain management for Apple is like three-dimensional chess, only more so.
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"The Russian invasion of Ukraine has put an end to the globalization we have experienced over the last three decades. -- Blackstone CEO Larry Fink
Read More Gene Munster: How fast can Apple get out of China?
From Canalys’ "India’s PC market grows at its fastest rate in a decade as shipments jump 45% in 2021" posted Thursday.
Read More Apple Mac/iPad sales doubled in India's booming PC market
“Failure to comply would carry penalties of up to tens of billions of dollars.”
Read More WSJ: Apple's App Store faces existential threat from EU
From Sujeong Lim's "Smartwatch Market Grows 24% YoY in 2021, Records Highest Ever Quarterly Shipments in Q4" posted Monday.
Read More Counterpoint: With 30% of smartwatch market, Apple took 50% of revenue
From Debby Wu's "Foxconn Halts iPhone Shenzhen Site Due to Covid Lockdown" posted early Monday on Bloomberg.
Read More Apple iPhone production rolls on despite Foxconn's Shenzhen shutdown
From a note to clients that landed on my desktop Sunday.
Read More Evercore's Amit Daryanani: Apple could ship >35 million iPhone SE3's in Year 1
From Vadim Yuryev's "Apple's M2 Ultra DUO Mac Pro will be LEGENDARY!" posted Saturday on the Max Tech YouTube channel.
Read More Apple silicon roadmap: A jam-packed patent and rumor round-up (video)
From Lauren Foster's "The 10 Most Overpaid CEOs Who Underperform" posted Wednesday on Barron's.
Read More Why Apple Tim Cook doesn't make the 100-most-overpaid CEOs list
"We join all those around the world who are calling for peace."
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