if you can write a smear article that moves the stock price, it’s a “good article” - it doesn’t have to be true!
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Apple Suppliers Refute Report Claiming iPhone 13 Production Being Lowered Due to Chip Shortages
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if you can write a smear article that moves the stock price, it’s a “good article” - it doesn’t have to be true!
Is Apple "throttling" shipments to customers simply to keep the Market guessing ?
Supply constraints are a "convenient" excuse.
Common sense tells me, at least here in the States, that 1/3 of of Apple's iPhone 12 family sales were probably due to Gov't stimulus.
That's NOT in play this year.
5G was new last year.
That's ALSO NOT in play this year.
Except for increases in on-chip SRAM, the A15's Performance cores appear almost identical to those in last year's A14.
And, while it's NOT common knowledge now / today, iOS 15 "throttles" DRAM Availability 5-10% more aggressively than iOS 14 !
I'll leave it to the Reader to figure-out the significance of that last one !
NO ONE on CNBC, OR elsewhere, will give you that Important Heads Up !
Supply constraints are a "convenient" excuse.
Common sense tells me, at least here in the States, that 1/3 of of Apple's iPhone 12 family sales were probably due to Gov't stimulus.
That's NOT in play this year.
5G was new last year.
That's ALSO NOT in play this year.
Except for increases in on-chip SRAM, the A15's Performance cores appear almost identical to those in last year's A14.
And, while it's NOT common knowledge now / today, iOS 15 "throttles" DRAM Availability 5-10% more aggressively than iOS 14 !
I'll leave it to the Reader to figure-out the significance of that last one !
NO ONE on CNBC, OR elsewhere, will give you that Important Heads Up !
can you please cite source/data for that claim that I highlighted in bold?
and "Apple "throttling" shipments to customers" is just another conspiracy theory ...
there is (should not be) a question whether or not we are facing a supply chain bottleneck across almost all industries, and Apple is not exempt from that.
Broadcom and TI were mentioned specifically in yesterday's article, both stocks went lower because of that, earnings announcements are close, though companies will respond to "protect" their valuations/forecasts provided. When those companies announce their forecasts, we'll have am much better idea ...
Broadcom and TI were mentioned specifically in yesterday's article, both stocks went lower because of that, earnings announcements are close, though companies will respond to "protect" their valuations/forecasts provided. When those companies announce their forecasts, we'll have am much better idea ...
Nice conspiracy theory. Do your really think Apple needs to keep the market guessing? Especially as they'll likely report another record breaking year for financials.
and u will go for 14 for redesign. u so rich
it’s doubtful that Apple would make any kind of announcement like this before an event or more so before announcing earnings
This looks like somebody trying to rock the stock for a buying opportunity
In any case there are risk factors out there like the pandemic or the port issue but so far Apple seems to have a good handle on it
This looks like somebody trying to rock the stock for a buying opportunity
In any case there are risk factors out there like the pandemic or the port issue but so far Apple seems to have a good handle on it
You can back that up with what statistic. Saying it doesn’t make it even remotely true.
Production not lowered will be good for all. Hopefully this is true.
I don’t know why people are so worked up about this rumor, or the one yesterday. It’s a rumor. We are on a rumor site. Don’t take everything so seriously.
Chip manufacturers along with other manufacturers in industries suffering a huge mismatch between demand and supply are actively working to get as many chips to as many customers that need them as possible, including dissuading customers from hoarding.
The notion that after this current supply chain crisis prices of semiconductors will go back to pre crisis levels and profiles is a huge assumption.
Semiconductor companies are spending 10s of billions to increase capacity and that capacity has to be paid for... pretty quickly...
On top of that, with China posturing over the Taiwan Straits, who's to say TSMC doesn't suddenly become PR Chinese overnight, along with the rest of Taiwan... and I suspect coincident with let's call it a rapid decommissioning of key bleeding edge semiconductor manufacturing equipment...