… And while UBS’s stock target is more conservative more on that later , it leans on the same argument that Apple’s supply chain strength and ability to secure memory are translating into share gains and stronger iPhone demand. …
… Today, BNP Paribas issued an investor note via Bloomberg arguing that Apple’s supply chain and scale put it in a stronger position to weather those pressures and even gain share. …
… Supply chain sources confirm that mass production has indeed shifted to August, but emphasize that Apple is still aiming for a 2026 introduction, implying a tighter and more compressed production schedule. …
… The LockBit group hit another Foxconn facility in Mexico in May 2022 and disrupted production. …
… However, since it will take a significant amount of time to scale up production of entirely US-made routers, ISPs may face challenges in providing them to new customers. …
… If mass production of the OpenAI phone can happen in the first half of 2027, then a public launch in the fall would likely be the goal. …
… What’s different, I think, is that MacBook Neo’s supply shortages are due to Apple’s miscalculation of demand. A report today suggested Apple misgauged MacBook Neo demand so bad it might run out of A18 Pro chips entirely. Mac mini’s supply shortages are likely driven by two things. …
… Gurman adds an important qualifier: “Still, the release is six months away and production has yet to ramp up. …
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