Wall Street Journal ▪ October 29, 2014

iphone6

The Wall Street Journal reports that Apple is in early talks with “Iranian distributors” to bring the iPhone to Iran:

Apple Inc. is in preliminary contact with Iranian distributors about a possible entry into the country should Western sanctions ease sufficiently, people familiar with the matter said.

The report notes that financial and banking sanctions as well as political tension has thus far prevented companies like Apple from conducting business in Iran, but points to a policy change in May that lifted the ban on sales of “consumer communications technologies” in the country. The report goes on the claim that “senior Apple executives” have already met with “potential Iranian distributors” at Apple’s regional headquarters in London. expand full story

Wall Street Journal ▪ October 27, 2014

Mark Gurman | 20:56 More: 

Mark Gurman | 20:56 Tim Cook says he is meeting with Alibaba executives later this week about a potential tie-up for AliPay and Apple Pay. Biggest news of the night from a financial perspective. 

Mark Gurman | 20:53 More on Classic going away: it wasn’t worth updating it. 

Mark Gurman | 20:52 Cook on cheaper iPhones: 

Mark Gurman | 20:51 Tim Cook on why the iPod classic was discontinued: 

Mark Gurman | 20:50 On to questions!

Mark Gurman | 20:48

Mark Gurman | 20:47 Cook explaining iOS security: Apple unable to give up FaceTime and iMessage records. The usuals. 

Mark Gurman | 20:41 More at 11…. 

Mark Gurman | 20:41 On Buybacks:

Mark Gurman | 20:37

Mark Gurman | 20:37 Cook on Mac vs. Windows. OUCH! 

“Would you rather own the Macintosh business or any of the Windows OEMs?” — Tim Cook

Mark Gurman | 20:37 Cook on iOS vs. Android:

Mark Gurman | 20:34

Mark Gurman | 20:34 Cook repeating his comments from 2011, 2012, and 2013 about TV:

“What we’ll do I don’t want to be so clear on,” Cook says. “But it’s an area of a lot of interest. And I’m optimistic … that there can be something great done in the space.”

Mark Gurman | 20:31 Some more lack of clarity from Tim Cook on Apple Watch battery life 

Mark Gurman | 20:31

Mark Gurman | 20:30 Wow! 

Mark Gurman | 20:30 Cook on his own personal life:

Mark Gurman | 20:29 Huge activation numbers for Apple Pay:

Mark Gurman | 20:29 More on Apple Pay:

Mark Gurman | 20:28 Cook on Apple Pay situation:

Mark Gurman | 20:28 More on Apple Watch:

Mark Gurman | 20:27 Another photo:

Screenshot 2014-10-27 23.26.55

Mark Gurman | 20:26 Cook on the Watch:

Mark Gurman | 20:25 Cook says Apple’s services division makes Apple ~18 billion dollars per year. 

Mark Gurman | 20:25 And more on Macs:

Mark Gurman | 20:25 Cook on PCs:

Mark Gurman | 20:24 The Verge has a pic:

DSC01576-1

Mark Gurman | 20:23 Cook on iPhone: 

Mark Gurman | 20:11 Interesting: 

Mark Gurman | 19:25 ~ Half hour to go 

Seth Weintraub | 18:55 More Hugo+Tim

Seth Weintraub | 18:53

Tim Cook next to (TOUCHING!) Xiaomi’s Hugo Barra

Mark Gurman | 18:53 Is that an Android phone? 

tim-cook-the-d11-interview

Cook’s previous wide-ranging interview

Following the announcement of a record earnings results, the debut of a pair of new iPhones, the launch of Apple, the introduction of new iPads, and the unveiling of the upcoming Apple Watch, Apple CEO Tim Cook is taking the stage in California at the Wall Street Journal’s inaugural WSJ.D Live conference. Cook could drop some juicy details behind Apple’s latest products and about Apple’s future, and we’ll be using this live blog post to share the latest details from the interview. You can find all tonight’s action below and follow us for more updates on Twitter:

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Wall Street Journal ▪ October 23, 2014

File photo of employees working inside a Foxconn factory in the township of Longhua

iPhone assembler Foxconn is apparently hoping to move beyond its relatively low-margin work into more profitable high-end component manufacturing in order to take a bigger slice of revenue from Apple, reports the WSJ.

Apple Inc.’s major assembler Foxconn is in preliminary discussions with a provincial government in northern China for an investment in a new factory that would make high-end screens for iPhones and other mobile devices, people familiar with the talks say.

Foxconn already manufactures some iPhone components, but currently only low-margin ones like metal casings and cables …  expand full story

Wall Street Journal ▪ September 17, 2014

iphone6

The WSJ revealed some iPhone 6 production numbers as Foxconn struggles to meet demand from pre-orders: the company is operating around 100 production lines around the clock, has 200,000 workers dedicated to production of the iPhone 6 and iPhone 6 Plus – and is manufacturing 540,000 units a day.

“We have been churning out 140,000 iPhone 6 Plus and 400,000 iPhone 6 every day, the highest daily output ever, but the volume is still not enough to meet the preorders,” said a person familiar with the matter …

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Wall Street Journal ▪ August 28, 2014

sapphire

An investment note we’ve seen from analyst and GTAT investor Matt Margolis claims that all 5.5-inch models of the iPhone 6 will come with sapphire screens, while the 4.7-inch model will get either sapphire or Gorilla Glass depending on the specification.

According to sources close to Foxconn’s manufacturing operations the iPhone 6 will come built with sapphire cover screens in both sizes. These sources have also indicated that the 4.7” Phone 6 is being assembled in two varieties, a sapphire cover screen version and a version featuring Gorilla Glass. At this point I do not know the approximate mix between the two cover screen options on the 4.7” iPhone 6. My latest check on the 5.5” iPhone 6 indicates that all units of the device are expected to come protected by a sapphire cover screen at this point …

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