… Here are the details. iPhone sales surge in China as competition increases prices According to the report via Reuters , the rising costs of memory chips led Android manufacturers to raise prices to the point that not even government subsidies were able to curb the decline in smartphone sales. …
… A report back in February said that China was deliberately hampering iPhone production in India in three different ways . The report says Ternus will have to make supply-chain decisions that will impact the company for many years ahead. …
… According to CBNC, UBS analyst David Vogt said that “supply chain strength and sustained demand/share gains for the iPhone 17 series should lift iPhone rev up ~20% YoY.” Vogt reportedly increased UBS’s forecast for Apple’s revenue in the June quarter “by roughly 4% to $102 billion, suggesting 8.5% … …
… Apple remains the most insulated brand against the memory crisis due to its ultra-premium positioning and highly integrated supply chain. …