Taiwan ▪ August 12

AAPL: 115.24

1.75
Stock Chart

aapl-china

From some recent news reports and analyst pronouncements, we could easily get the impression that the relatively weak Chinese economy poses a major threat to Apple. The argument doing the rounds is that China is where Apple is seeing most of its growth at present, and the Chinese economy is tanking.

It’s absolutely the case that the importance of China to Apple cannot be overstated. Apple does continue to grow its sales in both the Americas and Europe, of course, and there is no suggestion that this is showing any sign of slowing, despite a saturated smartphone market. But worldwide growth of 33% was dwarfed by that seen in China, as one recent graph vividly illustrated.

If Chinese demand for Apple products were indeed to weaken significantly, there is no doubt that this would be a major problem for Apple. But it seems to me that the issue is being substantially over-stated …  expand full story

Taiwan ▪ June 26

apple-watch-countries

The Apple Watch, originally launched in nine countries, hits seven more today – with a further rollout on July 17th. Apple has so far added the July 17th date to its websites in the Netherlands, Sweden and Thailand.

The countries going live today include Italy, Mexico, Singapore, South Korea, Spain, Switzerland and Taiwan …  expand full story

Taiwan ▪ March 23

apple-watch

Apple has allegedly slashed its initial order of Apple Watches in half, cutting the number of units from around 3 million to just 1.5 million, a new report out of Taiwan claims. As has previously been the case with Apple device launches, supplies of the new wearable are expected to be constrained due to manufacturing difficulties.

The problem seems to stem from Apple’s decision to switch to a new type of display for the watch. Those new AMOLED panels are being manufactured by LG, but the company is having trouble producing enough to keep up with demand. LG was originally expected to produce 5 million panels per month.

But maybe Apple isn’t cutting its supply. Maybe something else is afoot…

expand full story

Taiwan ▪ October 15, 2014

retina-macbook-air

Digitimes still seems to think the long-rumored 12-inch Retina MacBook Air is going to be announced tomorrow, claiming that shipments have already begun.

Shipments of a new MacBook Air model, reportedly equipped with a 12-inch Retina screen, have begun in small volumes and large-volume shipments will begin in November, according to Taiwan-based supply chain makers.

The claim seems highly unlikely given that just two days ago Re/code cited Apple sources as specifically stating that, while the product was in the pipeline, it would not be shown at tomorrow’s event …  expand full story

Taiwan ▪ September 25, 2014

Spark-Emoji-Queue

NZ carrier Spark offers customers life-sized cardboard emoji characters to reserve their spot in line for iPhone 6

Apple’s second wave of iPhone 6 sales has just kicked off with customers in New Zealand getting access to the device through retail stores and online as we roll into the morning of September 26 in the country. We’re also approaching the launch in a total of 20 countries today as the device goes on sale the morning of September 26 local time in the following locations: expand full story

Taiwan ▪ September 11, 2014

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