The best signal yet that iPhone 18 won't ship until 2026 has arrived
… Analysts and prior reporting tie an earlier increase in iPhone 17 orders to strong preorder activity and steady sales in China. …
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Cook praises Chinese developers as government presses for open App Store
… Li Qiang: "No country can go it alone in a deeply interconnected global economy"Speaking at the opening of the China Development Forum in Beijing, Chinese Premier LiQiang highlighted the deep interdependence of global industrial and supply chains, laying out why no country -- pic.twitter.com/1AJmQD… …
What the analysts said about Apple's record-breaking second quarter
… Goldman Sachs: Supply constraints masked stronger demand Goldman Sachs said Apple& 039;s results likely understate underlying demand, with supply constraints limiting growth in key products such as iPhone. …
Where Apple products are assembled
… The number of iPhones assembled in India has increased in recent years, as part of a supply chain diversification strategy to reduce reliance on China. …
John Ternus' first major challenge is dealing with quadrupled iPhone memory prices
… Diversification brings multiple issues to Ternus, including keeping China happy. With the growth of the Indian iPhone supply chain, China& 039;s worried about a reduction in investment from Apple, despite the attentiveness of Tim Cook on the issue. Ternus won& 039;t just have to keep China happy. …
Any tariff refund Apple gets will be reinvested into US manufacturing
… Apple has expanded manufacturing outside China and increased iPhone production in India while shifting more assembly of other products to Vietnam. …
iPhone's 20% Chinese sales boost beat out Huawei and others
… In China, the company reported a 3.1% increase in revenue over the previous year. At the time, CEO Tim Cook said that Apple saw double-digit iPhone growth in mainland China during that quarter. …
BOE just can't make good enough iPhone screens in volume
… "One reason for Samsung Display& 039;s increased first-half production appears to be stronger Apple order volumes," said an industry official, "rather than BOE-related supply issues." BOE did gain iPhone 17 orders, as well as iPhone 17 Pro ones, but its problems saw Apple switching to Samsung Displ… …
Apple India spending $10.5 million on green energy & plastic reduction
… Aside from the continued environmental work in the country, India has become increasingly important to Apple as it moves iPhone production away from China. The move is partly because of US/China trade tensions, and partly to ensure Apple is no longer reliant on just one source for its manufacturing. …
United States FCC bans import of all new foreign-made consumer routers
… Regulators across the two Trump administrations have also not been shy about cutting ties with China for any reason. They fear that increased competition from lower-priced products from China would undercut American businesses. …