Taiwan Stories February 8, 2016

AAPL: 95.01

0.99

Taiwan Stories October 9, 2015

AAPL: 112.12

2.62

iPhone 6s/Plus goes on sale in 36 more countries today, with a further 6 tomorrow

Apple’s rollout of the iPhone 6s/Plus beyond the dozen launch countries kicks off today, with customers in 36 more countries able to get their hands on the new devices. This follows Apple making SIM-free phones available in the USA.

The countries are Andorra, Austria, Belgium, Bosnia, Bulgaria, Croatia, Czech Republic, Denmark, Estonia, Finland, Greece, Greenland, Hungary, Iceland, Ireland, Isle of Man, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Maldives, Mexico, Monaco, Netherlands, Norway, Poland, Portugal, Romania, Russia, Slovakia, Slovenia, Spain, Sweden, Switzerland and Taiwan.

Those in Bahrain, Jordan, Kuwait, Qatar, Saudi Arabia and United Arab Emirates will have to wait until tomorrow, while there’s a further week to go before sales open up in India, Malaysia and Turkey. Apple has promised that the new iPhones will be on sale in over 130 countries by the end of the year.

Apple sold more than 13 million iPhones in the opening weekend. If you’re still on the fence, some recent pieces that may help are my iPhone 6s diary, a video of the best 3D Touch features, plus a comparison video and opinion piece on the 6s versus 6s Plus.

Taiwan Stories August 12, 2015

AAPL: 115.24

1.75

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 Stories June 26, 2015

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 Stories March 23, 2015

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 Stories October 15, 2014

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

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