looks like the iPhone 6s is actually going to be a game-changer
July 31, 2015
The iPhone 6s and iPhone 6s Plus are both expected to come with support for Force Touch gestures, a brand new way of interacting with a device that was first seen in the Apple Watch, Retina MacBook and select MacBook Pro models. After Bloomberg said recently that both 2015 iPhones will get the new feature, a new report from Taiwan indicates that the components needed for this great new tech are already in mass production.According to sources from the supply chain that spoke to Digitimes, Force Touch panels are already being churned out in Eastern factories, with suppliers ramping up production now.
The new gesture, applying increased pressure when tapping on the screen, is specifically designed for iOS power users, allowing them to access certain settings and options faster than before.
Apple did not reveal any Force Touch integration for the iPhone when unveiling iOS 9 in June.
Apple is expected to make 36 to 40 million iPhone 6s units in the third quarter of the year and 50 million units in the Christmas quarter. The company is expected to ship some 230 million total iPhones this year.
Suppliers reportedly began shipping Force Touch modules in limited numbers in June, increasing shipments in July. TPK is one of the companies that’s making Force Touch modules for Apple, Digitimes says, and the company also started production this month.
Who cares. Their contribution is close to zero. They don't understand AAPL. Someone is paying heavy money to trash AAPL. Wonder who
“After inking a deal with Apple to push iOS devices and enterprise apps to its customers, IBM today started offering employees Macs for the first time,” Jordan Kahn reports for 9to5Mac. “We’ve seen the official IBM notice, and several IBM employees on Twitter are praising the decision after years of PC hell.”
“In a memo to employees, IBM notes that starting today employees can pick from a MacBook Pro, Macbook Air, or a PC when setting up a new or refreshed workstation,” Kahn reports. “IBM notes that it currently has around 15,000 Macs deployed through its BYOD program, but plans to deploy around 50,000 Macbooks by the end of the year. That, according to the memo, would make IBM the biggest ‘Mac shop’ around, and the company said it’s sharing what it learns through the new deployment with Apple as Apple assists through its device enrollment program.”
Do your DD before you come here and spew your garbage. A 40% YOY net growth and 30% YOY rev growth so again what were you spewed ? Go from this board you make no contribution you just spew garbage. Please enlighten us what other big cap showed this kind of growth? Goog Msft? Amzn? Xon ? Pear us you pile of garbage words
Where are the damn buy backs where is Icahn damn report. Why so many good news can't lift this garbage stock ? So walking all over the competitions killing same scam is not good enough. Big apple pay is about to lend in China not good ? Rec of 150-195$ not good? What the hell does this markets want from
Wish they had the money to take this company private. This market does not worthy aapl stock. They should continue to trade the fake wealth of amzn or bubble stocks like baba or Facebook. AAPL should give this market the mid finger and tell those criminal you can go to he"lol we are going private wish they had the money to do so.
She has been relentless basher over the years about aapl. She always dig to find any bad news or make any news bad for aapl. Someone needs to question the insentivse for her to do so. Last night it was classic. When the FM talked about China mobile she always instructed the discussion and turn it into aapl bad news. What the hell is the motives behind that! Ban CNBC till she will stop this nonsense hate for aapl. There must be some motive behind this.
what the he"ll are you talking about. AAPl is free to buy shares 48h after the report is out. They reported 4/27 so they free to buy when ever they want
and this is disappointing? GO TO HELL IDIOTS
July 20, 2015
06:48 EDT AAPL Apple in talks to create free streaming TV channel, NY Post reports
Cook pointed out that most Chinese don't own stocks and ownership is concentrated among a small group of wealthier people. "This has been, at least as we see it, maybe it's not true for other businesses, that this worry is probably overstated," Cook said. "And so we're not changing anything. We have the pedal to the metal on getting to 40 stores mid next year."
The experts tended to agree, failing to make the connection some equity analysts did between falling Chinese stock prices and slower iPhone sales.
"I am not sure the stock market performance in China has much to do with sales of Apple goods there," says Franklin Allen, a professor of economics at the University of Pennsylvania's Wharton School. "I would be surprised if these did not continue to grow as Tim Cook suggests."
A longtime China scholar who recently joined the faculty of the International Business School of Suzhou, Ron Schramm quipped, "Trying to correlate China’s stock market performance to Apple sales is a little like going to a fortune teller for tax advice."
On China's growing middle class
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Cook pointed to the larger trend of China's growing middle class providing a solid foundation for sales of Apple's product. "I can't overstate this," Cook said. "The rise of the middle class there is continuing, and it is transforming China." Upper middle class households will grow to make up 54% of all households by 2022 from just 14% in 2012, Cook said citing a study by McKinsey.
If anything, the experts thought Cook might have underestimated the benefits to Apple from the upward economic mobility in China. In addition to a "vast" middle class, "there will remain a vast underclass who cannot afford these things but will want something to show for all their hard work and an Apple product fits the bill," Schramm said. "In this sense I am a bit more optimistic – the market is in fact much broader than the emerging middle class."
Steven Lewis, a China expert at Rice University, agreed. "Even lower income Chinese want trendy Apple products, and given that many young people in urban areas have relatively high amounts of disposable income -- they live with parents for free and do not want to buy a car -- you can get Chinese of lower income also buying Apple as well," Lewis says.
And even if Chinese economic growth is slowing, the middle class will continue to grow, argues Joe Foudy, an economics professor at New York University's Stern School of Business. "Whether China grows GDP at 5% or 7% and hits a rough patch or dodges a recession, there are several hundred million people on the cusp of entering the middle class," he says.
Apple products sell well even in tougher economic times, Foudy adds. "Spending on phones, it's just not like cars, consumer durables order things like vacations, which tend to rise and fall with the business cycle," he says. "Combine this with a Chinese preference for products that can serve as public signals of success and Apple is well positioned there for future growth."
What Cook missed
Cook's overarching outlook on China was completely positive for Apple. "China is a fantastic geography with an incredible unprecedented level of opportunity there," he said. But the experts had some concerns that the CEO didn't mention.
They worry China will eventually try to raise home-grown competitors aimed at capturing Apple's local market share. Chinese state-owned enterprises would be able to compete with the benefit of favorable loans, as well as legal and regulatory actions in their favor, noted Steven Lewis. The Chinese government "has a long history of welcoming foreign advanced technology only as long as it takes raise up a domestic competitor to replace the foreign company," he warned.
"The real question is the competitive playing field for firms like Apple in the high tech industry in China," warns Schramm. "Local firms such as Xiaomi, Meizu, Huawei and ZTE all have the advantages that government support can offer – and having the support of China’s government means everything in this market."
Other U.S. tech giants have been hit in the past, he notes. "Apple will have to continue to fight for every sale and continue to work hard at currying the favor of the Chinese government – Google being a good poster child counter-example," Schramm says.
So far, Cook has worked hard to avoid that fate, traveling to China frequently and snuffing out any controversies. The trips also appear to have given the CEO a sharp view of the Chinese economic scene.
oh shut up. There is no company in the world with so much things going for her. The no one brand in the world the most profitable in the world no 1 in China great pipeline iPhones tablets macs cars TV etc... Pathetic companies that earn dimes and nickels were rewarded so much better than aapl. So do us a favor and move on. Cause aapl is the number one manipulated stock in the world. No company in the world at this size shows 30% Yoy growth non. So yes this manipulated by criminals with algorithm machines.
“During the company’s most recent April quarter, Apple sold 61 million iPhones, representing an astounding year-over-year increase of 40%. During the previous quarter — the always lucrative holiday quarter — Apple sold 74.5 million iPhones, representing a year-over-year increase of 46%,” Yoni Heisler reports for BGR. “So in just six months time, Apple managed to sell over 135 million iPhones. To put that figure into context, that’s about one iPhone sold for every 2.3 people in the United States.”
“The iPhone 5s is the most popular in-use iPhone model today with approximately 125 million users. Given that most users upgrade their devices every two years or so, Apple is arguably poised to have upwards 125 million iPhone 5s owners looking to upgrade over the next 12 months,” Heisler reports. “Once we add the number of iPhone 5c, iPhone 5, iPhone 4s, and iPhone 4 users into the equation, we see that there are 355 million iPhone users primed to upgrade to a new model once the iPhone 6s and 6s Plus hit store shelves.”
Heisler reports that Neil Cybart of Above Avalon writes, “Take into account Apple’s growing presence in China, and you can start to see how Apple can realistically sell more than 250 million iPhones in FY2016 (they are on track to sell 230 million in FY2015).”
No just shut up. You are a clueless paid basher. Get a life and learn some English besides the g stupid posts
For now what matter is iPhone 54m is way above crime house WS are expecting with 40.9% margins expected by UBS that alone will put AAPL earning way above 2$. How can the force touch be a issue next Q when the new iPhone comes at near the end of the Q. Also more than 40m will be a new record for Q4 ever reported. Last year they reported 38m. He only mention Q overQ decline. Like there is not a natural Q overQ decline after the December Q. So AAPL on the bottom line could report a ground breaking Q. As for next Q remains to be seen. Yet on and on AAPL could report a ground breaking record profits ever reported in one fiscal year. 53B $ net profit more than any forfeit made together by Goog amzn fb nflx msft intc combined. Yet AAPL being treated like garbage.
Only Apple could grow revenues 33%, sock away $202 billion in cash, gain market share in nearly every product line and still trigger a run on the stock. The sell-side analysts will now explain to investors why they should be buyers, not sellers.
Below: Excerpts from the notes we’ve seen so far. More as they come in.
Katy Huberty, Morgan Stanley: Solving the [FQ3] Puzzle. “While total company and iPhone revenue growth accelerated in the June quarter, iPhone units missed expectations. Solving for the factors that drove the miss suggests a decent 2H15 set-up, in our view… iPhone revenue growth accelerated, as did growth in Greater China, Japan and Europe in the quarter, suggesting demand remains strong despite volatile currency and equity markets during the period. We view the 2.5M iPhone unit miss versus our model as a function of management taking a conservative approach to channel inventory in light of currency volatility and related price actions. With demand strong despite these price increases in many regions, we see a path for channel inventory build in 2H15 that further supports our view that iPhone units can grow Y/Y.” Overweight. $155.
Gene Munster, Piper Jaffray: Despite Noise, Critical Themes Intact. “We are buyers on the 6% aftermarket pullback on shares of AAPL based on the belief that Apple will continue to gain share in the high-end smartphone market and margins will expand into the S cycle resulting in Street numbers inching higher over the next several quarters. While some investors will view the 48.1 million iPhones (ex channel drain) as a disappointment below investor thinking for more than 49 million units, the reported unit sales represent significant market share gains. For the Watch, we estimate Apple sold around 2.5 million units, which was in-line with investor expectations.” Overweight. $172.
Aaron Rakers, Stifel: Buyers on Weakness. “While Apple’s iPhone ship at 47.5M … is likely to be considered a net-negative, we believe there are several positives: 1.) iPhone blended ASP ($/unit) at $660 vs. our $645 estimate; +$99 yr/yr driven by strong iPhone 6+ mix (note: includes a $24 yr/yr negative FX impact). 2.) Greater China – revenue +112% yr/yr … w/ iPhone ship +87% yr/yr … 3.) Apple reported that ~27% of the iPhone installed base represents consumers having upgraded to iPhone 6/6+; company also seeing the highest Android-to-iPhone switching rate ever. 4.) [free cash flow] totaled $12.945B … +64% yr/yr. Buy. $150.
Walter Piecyk, BTIG: No Change To Apple Estimate As Higher iPhone ASPs Offset Lower Watch Estimates. “Investor focus should now fall squarely on the timing and details of the next iPhone launch and whether the company can deliver growth on top of the record-breaking FQ1 of 2015 when Apple sold 74.5 million phones. We think they can sell over 80 million iPhones this holiday season and hence continue to recommend the stock.” Buy. $160.
Trip Chowdhry, Global Equities Research: Apple Beats consensus Revenues by $4.4 Billion in Constant Currency. “On the Conference Call, Apple CFO mentioned that the June quarter Revenues are 800 bps higher in Constant Currency. In Constant Currency, Apple Revenues are $53.73 Billion (vs consensus of $49.3 Billion) and EPS is $2.54 (vs consensus of $1.81). With such a massive beat of $4.4 Billion vs. Consensus, there was no need for Apple to ship any more iPhones in the Quarter.
Goog can miss 9/10 Q's but always be excused. AMZN don't earn a 1c yet it is at all time high with PE of 3000