Just weeks before a new iPhone launches, carrier sales data suggests that fewer people are waiting for Apple's September event to update and doing it now instead, compared to past cycles.
Apple will see only limited near-term or medium-term risks because of the current macroeconomic conditions, according to investment bank JP Morgan.
Apple iPhone demand in China is continuing to accelerate while outpacing the broader and rebounding smartphone industry in the country, according to JP Morgan.
Estimated delivery times for Apple products show that the Mac and Apple Watch may be the most supply constrained, but the overall impact is still modest, JP Morgan says.
Smartphone sales data out of China suggests that Apple's iPhone is selling better than previous years in the month of May alongside an uptick in total shipments.
The iPhone 13 and iPhone 13 Pro series is still selling better than past generations of Apple's handset, according to new data from U.S. carrier channels.
Apple's nascent advertising business is in a good place to take advantage of the booming mobile advertising market, though the opportunity is limited because of its privacy focus, JP Morgan says.
Apple Fitness+ has enough differentiation among rivals to continue growing its share of the rapidly expanding online workout market, according to investment bank JP Morgan.
Apple Arcade is a unique offering among gaming services and is well-positioned to take advantage of the booming market, according to JP Morgan.
Estimated delivery times have remained largely unchanged for Apple products, a sign that the company is still seeing supply chain issues, according to JP Morgan.
Shipments of Apple's iPhone are seeing a slowdown amid a broader smartphone downturn in China, though its market share in the country remains stronger than previous cycles.
JP Morgan has trimmed its Apple price target to $200 from $205 because of touch macroeconomic conditions, despite the company's strong March quarter results that prove it's a "safe haven" for investors.
Apple's iPhone 13 is still selling better than past cycles, though demand for the iPhone SE is weaker than expected, according to new carrier data.
Recent shutdowns at key Apple suppliers present increased risks to the company despite the continued diversification of the iPhone maker's supply chain.
Reduced consumer spending is acting as a headwind for Apple's new iPhone SE models, and could affect the company's iPhone 13 and Services segments, according to JP Morgan.
A revision of Apple's App Store policies surrounding alternate payments, as well as an additional potential one, are unlikely to pose any serious risk to Apple's bottom line, according to an analyst.
Sales of Apple's iPhone 13 models remain elevated compared to prior lineups despite supply constraints, according to new carrier research data obtained by JP Morgan.
Lead times for Apple's new 2022 iPhone SE model are already starting to extend, hinting at strong demand for the newly released smartphone.
A small questionnaire sent out to a handful of Apple investors suggests that there isn't a consensus on whether the Cupertino tech giant can maintain its growth across 2022, according to JP Morgan.
Apple's iPhone shipments are tracking higher than the typical seasonal average in Mainland China, according to new smartphone market data.
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Mike Peterson
