Apple gaining market share in a declining China smartphone market
China is seeing a continuing decline in overall smartphone shipments, though it appears that Apple isn't being affected, according to JP Morgan.
China is seeing a continuing decline in overall smartphone shipments, though it appears that Apple isn't being affected, according to JP Morgan.
The Epic v. Apple trial has revealed a slew of data points about the App Store that would otherwise be hard to come by, including margins and its share of the gaming market, JP Morgan says.
Investment bank JP Morgan has raised its Apple price target to $165 after the Cupertino tech giant broadly beat expectations during the March quarter.
JP Morgan believes investors are primed for softer AAPL earnings results in Q1 2021, but believes that Mac and Services could still drive upside.
Investment bank JP Morgan believes that several proposed tax rate changes could "almost completely" reverse the benefits of prior tax reductions for Apple.
Analysts are weighing in on the latest smartphone shipment data out of China, which suggests solid demand for iPhone models but casts doubt on a "super cycle."
Smartphone shipments in China are experiencing a worse-than-seasonal decline despite starting 2021 off strong, according to investment bank JP Morgan.
Demand for the iPhone 12 lineup is starting to wane, but investment bank JP Morgan is still tracking a year-over-year increase in shipments because of 5G adoption.
Apple continues to gain ground in China in January, marking the second consecutive month that its iPhone shipments rose in the country amid a broader volume surge.
Apple's entry in the car market could generate profits that "dwarf the initial investment" of $3.6 billion, an analyst claims.
Apple's December 2020 quarter will be the company's first with revenues above $100 billion thanks to the iPhone 12 and remote work tailwinds, JP Morgan analysts predict.
Apple gained significant ground in China despite a seasonal decline in the region's total smartphone industry, investment bank JP Morgan claims.
Investment bank JP Morgan expects the "Apple Car" to be a fully autonomous vehicle that Apple manufactures itself toward the end of the 2020s.
Investment bank JP Morgan sees two recent Apple-related reports as more evidence implying upside for the Mac and Services segments, even as the new iPhone cycle may be hitting seasonal headwinds.
The supply of and demand for the iPhone 12 and iPhone 12 Pro lineups appear to be leveling out, with lead times stabilizing or moderating across the board, says analysts at JP Morgan.
Despite a lack of clarity about growth expectations for the iPhone 12, investment bank JP Morgan says investors should expect "modest returns" in 2021 on the strength of wearables, Apple Silicon Macs, and the iPad.
Consumer demand for the iPhone 12 Pro is continuing to strain available supply, while demand for the iPhone 12 Pro Max is moderating, according to JP Morgan.
Delivery times tracked by investment bank JP Morgan continue to suggest that demand is outpacing supply for the iPhone 12 Pro and iPhone 12 Pro Max, but not the lower-priced counterparts.
JP Morgan believes that Apple's new cut on App Store fees for most developers is likely to have just a limited impact on Apple's finances, despite some headwinds on revenue and earnings-per-share.
JP Morgan expects the first Apple Silicon Mac to drive innovation, cut material costs, and possibly lead to a more diversely priced lineup of Mac devices.
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