Sources: iPhone SE 2 is on track to launch in March despite coronavirus crisis, and updated iPad Pro models with a new camera system are expected in H1 2020
it won't meet revenue guidance because of constrained iPhone supply and suppressed demand in China https://www.cnbc.com/... @technology : CEO Tim Cook said the safety of employees, partners and customers is Apple's central concern https://www.bloomberg.com/... Laurie Garrett / @laurie_garrett : In a letter to investors @Apple warns that #COVID19 is hurting the tech company, both in lack of sales inside China, and in production/supply issues for the rest of the world. https://www.apple.com/... Ben Wood / @benwood : If anyone had any doubts about the impact of COVID-19coronavirus, then this updated guidance from Apple should be of concern. Further evidence the impact is running deeper than some initially thought. Not good news. https://www.apple.com/... https://twitter.com/... Benjamin Mayo / @bzamayo : Apple provided a wider than normal revenue guidance range to account for coronavirus volatility — and now they think they are even gonna miss that. Okay... Sam / @samir_madani : Foxconn is busy making 2 million masks a day, which is only 60 million a month in a country of 1.4 billion people. I guess 5G might not happen this year either for Apple. 🤷♂️ https://twitter.com/... @teslapodcast : Apple has reduced Q1 guidance from Jan 28th due to coronavirus impact on global supply and China demand “Work is starting to resume around the country, but we are experiencing a slower return to normal conditions than we had anticipated.” $AAPL $TSLA https://www.apple.com/... Tim Bradshaw / @tim : from last week's @FT - for Foxconn, China's largest private sector employer with more than 1m employees, a return to full production “will take weeks”, said one person at the company with knowledge of the matter. https://www.ft.com/... Steve Kovach / @stevekovach : Second time in 13 months Apple has had to cut revenue guidance because of problems in China https://www.cnbc.com/... Chris Davies / @c_davies : As predicted, COVID-19/coronavirus takes its toll. iPhone supply constraints likely, even though manufacturing facilities are outside of the currently affected areas https://www.slashgear.com/... Benjamin Mayo / @bzamayo : Last year they missed guidance because their products weren't very competitive, which was of course a way worse reason than ‘global virus outbreak out of our control’. Rene Ritchie / @reneritchie : “Apple Investor update on quarterly guidance” Basically, slower than expected ramp-ups in production for worldwide and retail in China means Apple won't meet even the wide revenue guidance the company gave last Q. https://www.apple.com/... Shara Tibken / @sharatibken : Coronavirus is taking a bigger toll on @Apple's operations than it previous thought. Warns iPhone supply will be “temporarily constrained” https://www.apple.com/... Lisa Abramowicz / @lisaabramowicz1 : Apple says it does “not expect to meet the revenue guidance we provided for the March quarter.” I'm wondering about the tipping point for when temporary disruptions turn into more permanent, full-year hits to profitability. https://www.apple.com/...
DigiTimes is reporting today that new iPad Pro models with an upgraded camera system featuring a ToF 3D sensor is in production and on track for launch next month. Bloomberg also reports that Apple is preparing for the launch of new iPad Pro models for the first half of 2020. htt…
According to German site iPhone-Ticker, Apple plans to hold an event on March 31 to introduce new products including the long-rumored, low-cost 4.7-inch iPhone. The site claims the new iPhone will launch on Friday, April 3. https://twitter.com/...
Latest from me, now on @CNBC: “Apple, the global logistics champion, was stumped by COVID-19. That should tell us something about how little we still know about how long this threat will last, and how serious its impact will be on [global trade].” https://www.cnbc.com/...
First a trade war with the U.S. and now the outbreak of a novel coronavirus have called into question China's role as a reliable market and supply chain partner for the world's most valuable maker of consumer electronics. https://www.bloomberg.com/... https://twitter.com/...
Apple warns on coronavirus — it won't meet revenue guidance because of constrained iPhone supply and suppressed demand in China https://www.cnbc.com/...
In a letter to investors @Apple warns that #COVID19 is hurting the tech company, both in lack of sales inside China, and in production/supply issues for the rest of the world. https://www.apple.com/...
If anyone had any doubts about the impact of COVID-19 coronavirus, then this updated guidance from Apple should be of concern. Further evidence the impact is running deeper than some initially thought. Not good news. https://www.apple.com/... https://twitter.com/...
Apple provided a wider than normal revenue guidance range to account for coronavirus volatility — and now they think they are even gonna miss that. Okay...
Foxconn is busy making 2 million masks a day, which is only 60 million a month in a country of 1.4 billion people. I guess 5G might not happen this year either for Apple. 🤷♂️ https://twitter.com/...
Apple has reduced Q1 guidance from Jan 28th due to coronavirus impact on global supply and China demand “Work is starting to resume around the country, but we are experiencing a slower return to normal conditions than we had anticipated.” $AAPL $TSLA https://www.apple.com/...
from last week's @FT - for Foxconn, China's largest private sector employer with more than 1m employees, a return to full production “will take weeks”, said one person at the company with knowledge of the matter. https://www.ft.com/...
As predicted, COVID-19/coronavirus takes its toll. iPhone supply constraints likely, even though manufacturing facilities are outside of the currently affected areas https://www.slashgear.com/...
Last year they missed guidance because their products weren't very competitive, which was of course a way worse reason than ‘global virus outbreak out of our control’.
“Apple Investor update on quarterly guidance” Basically, slower than expected ramp-ups in production for worldwide and retail in China means Apple won't meet even the wide revenue guidance the company gave last Q. https://www.apple.com/...
Coronavirus is taking a bigger toll on @Apple's operations than it previous thought. Warns iPhone supply will be “temporarily constrained” https://www.apple.com/...
Apple says it does “not expect to meet the revenue guidance we provided for the March quarter.” I'm wondering about the tipping point for when temporary disruptions turn into more permanent, full-year hits to profitability. https://www.apple.com/...