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Employees of American Airlines help check in passengers at Ronald Reagan Washington National Airport on January 11, 2023 in Arlington, Virginia. Here's a look at some of the stocks making the biggest moves on Wednesday. MongoDB — Shares jumped 9.4% after Morgan Stanley upgraded MongoDB to overweight from equal weight, citing the software company's leadership in cloud optimization initiatives. American Airlines , Delta Air Lines , United Airlines — Shares of the major airline companies were under pressure on Wednesday after American Airlines updated its first-quarter guidance. Shares of American fell more than 9%, while United dropped about 2% and Delta shed nearly 6%.
Apple CEO Tim Cook poses for a portrait next to a line of new MacBook Airs as he enters the Steve Jobs Theater during the Apple Worldwide Developers Conference (WWDC) at the Apple Park campus in Cupertino, California on June 6, 2022 . Apple CEO Tim Cook recently explained in an interview with GQ why people might want the sort of mixed reality headset his company is expected to announce in the coming months. In short: art, communication, "creative" applications, and corporate environments, Cook told GQ. "The idea that you could overlay the physical world with things from the digital world could greatly enhance people's communication, people's connection," Cook told GQ. Meta has struggled to find success with its virtual reality business, called Reality Labs.
Apple's widely anticipated mixed-reality headset may not be ready in time for the company's June WWDC event, top Apple analyst, TFI Securities' Ming-Chi Kuo, wrote on Twitter Thursday. The Apple Watch was announced in Sept. 2014 but didn't launch until April 2015. Apple expects to sell at most 300,000 headsets in 2023, Kuo wrote. The best hope for Apple is that headset growth matches the trajectory of the Apple Watch, evolving from a "small portion" of the company's business into a "centerpiece," Gurman wrote. Kuo is regarded as one of the most accurate Apple analysts, and has reported on Apple's shifting approach to the launch of its long-awaited headsets.
Apple is reportedly planning to reveal its mixed reality goggles in June — its next major product. The iPhone company is reportedly planning to reveal the futuristic goggles, the company's first major new product since the Apple Watch, in three months at a June event. Executives at Apple have also reportedly questioned the headset's prospects to make a big splash at its initial release, per Bloomberg. The company has reportedly been working on the headset for seven years, and has missed deadlines in 2019 and 2022 for its planned release. Apple is reportedly working on a version that costs $1,500 — half of what the initial headset costs — that will come out within two years of the first launch.
Apple CEO Tim Cook presents the new iPhone 14 at an Apple event at their headquarters in Cupertino, California, U.S. September 7, 2022. Top Apple analyst Ming-Chi Kuo said in a blog post on Friday that Apple plans to release "low-end" and "high-end" second-generation augmented reality/mixed reality headsets in 2025. Apple has not yet announced or even acknowledged the existence of plans to launch a virtual reality headset. The first model is expected to cost about $3,000 according to Bloomberg, which means Kuo's report of a future "low-end" model could signal that a more affordable version is on the way. It sells, for example, the high-end Apple Watch Ultra but also more affordable Apple Watch and Apple Watch SE series devices.
Apple will slow the pace of iPad releases for the rest of 2023, with an eye toward releasing a foldable iPad by 2024, noted Apple analyst Ming-Chi Kuo wrote Monday. "I'm positive about the foldable iPad in 2024 and expect this new model will boost shipments and improve the product mix," Kuo wrote on Twitter. Kuo's prediction aligns with a report from analyst firm CCS Insight, which wrote in October that Apple would launch a foldable iPad before it launches a foldable iPhone. In 2021, Kuo had predicted the release of a foldable iPhone in 2024, the same year he now predicts a foldable iPad to launch instead. Kuo said he expects a foldable iPad to feature a carbon fiber kickstand sourced from Chinese manufacturer Anjie Technology .
Apple Needs to Take Its Time With Augmented Reality
  + stars: | 2023-01-12 | by ( Dan Gallagher | ) www.wsj.com   time to read: 1 min
Much like the Apple Watch touted by CEO Tim Cook in the past, Apple’s AR device might be shown off months ahead of its retail launch. Apple ‘s real world will likely be a harsh one this year. That doesn’t mean the company should rush into a virtual one. Apple’s long-rumored augmented reality headset may finally see the light of day soon. Bloomberg News also reported over the weekend that the company is planning to unveil the product this spring.
The silhouette of Tim Cook, chief executive officer of Apple, during the Apple World Wide Developers Conference (WWDC) in San Francisco. Apple will unveil its highly anticipated mixed-reality headset this spring, with consumer deliveries beginning in fall 2023, Bloomberg recently reported. Kuo also anticipated that Apple would announce its headset in the spring or at Apple's developer event in June. Bloomberg said on Sunday that Apple's anticipated headset would run on a new operating system, dubbed xrOS, and that Apple had already granted a select group of software developers access to the platform. Apple's software enables companies and developers to let users do anything from trying on glasses to model furniture purchases in their personal spaces.
Apple 's long-awaited mixed reality headset could be announced as soon as this spring, top Apple supply chain analyst Ming-Chi Kuo said on Twitter recently. Ming-Chi Kuo, an Apple analyst at TF International, had initially predicted in June 2022 that Apple would announce a mixed-reality headset by the end of January 2023. Apple's headset is expected to cost between $2,000 and $3,000 and will boast over 10 cameras on the exterior and interior of the device, according to Bloomberg. The mixed-reality device will run on an operating system called xrOS, with mixed-reality adaptions of Apple's Messages, FaceTime, and Maps apps, according to Bloomberg. The Apple analyst also predicted the controversial loss of the headphone jack in the iPhone 7 series.
Apple's anticipated mixed reality headset will have auto-adjusting lenses, The Information reported. It will also have a physical dial that the wearer can use to switch between VR and real life. The change to "xr," which stands for extended reality, signals that the headset will probably include both AR and VR capabilities. In December, noted Apple analyst Ming-Chi Kuo tweeted that mass shipment of the Apple headsets could be delayed to the second half of 2023 "because of software-related issues." As of early December, sales for VR headsets declined 2% from the previous year, CNBC reported.
HONG KONG, Dec 1 (Reuters Breakingviews) - Covid-19 lockdowns and protests across China have highlighted the risks of the mutual dependence between Taiwan's Foxconn and its top customer Apple (AAPL.O). It makes 70% of the world’s iPhones, according to Fubon Research. Meanwhile Apple’s huge investments into Foxconn have paid off: the U.S. company is the most profitable smartphone maker by far. Foxconn has been scrambling to contain the fallout, offering bonuses to temporary workers and shifting production to other facilities. At the time, Foxconn said it was bringing the situation under control and was coordinating with other plants to increase production.
Hong Kong CNN Business —The central Chinese city of Zhengzhou, home to the world’s largest iPhone factory, has lifted a five-day Covid lockdown, in a move that analysts have called a much-needed relief for Apple and its main supplier Foxconn. Zhengzhou is the site of “iPhone City,” a sprawling manufacturing campus owned by Taiwanese contract manufacturer Foxconn that normally houses about 200,000 workers churning out products for Apple (AAPL), including the iPhone 14 Pro and 14 Pro Max. The troubles started in October when workers left the campus in Zhengzhou, the capital of the central province of Henan, due to Covid-related fears. Total iPhone 14 Pro and 14 Pro Max shipments in the current quarter would be 15 million to 20 million units less than previously anticipated, according to Kuo. Due to the high price of the iPhone 14 Pro series, Apple’s overall iPhone revenue in the current holiday quarter could be 20% to 30% lower than investors’ expectations, he added.
Nov 29 (Reuters) - Apple Inc's (AAPL.O) iPhone 14 Pro and Pro Max model shipments could miss market expectations by up to 20 million units in the holiday quarter due to labor unrest at a major Chinese factory, TF Securities analyst Ming-Chi Kuo said. He trimmed his estimate for quarterly iPhone shipments by about 20% to between 70 million and 75 million units, compared with the market consensus of 80 million to 85 million units. In contrast, other Apple analysts expect sales to pick up once production constraints ease and more Pro models become available. "I can't imagine 2023 will be a solid year for Apple iPhones," said Zeno Mercer, research analyst at investment advisory firm ROBO Global. "Those looking to make an upgrade have, and otherwise disposable income for next-gen phones should be down."
“Every week of this shutdown and unrest we estimate is costing Apple roughly $1 billion a week in lost iPhone sales. Now roughly 5% of iPhone 14 sales are likely off the table due to these brutal shutdowns in China,” he said. Security forces clash with workers during a protest outside Apple supplier Foxconn's factory in Zhengzhou, China, on November 23. Covid outbreakEarlier this month, Apple said shipments of its latest lineup of iPhones would be “temporarily impacted” by Covid restrictions in China. Even before this week’s demonstrations, Apple had started making the iPhone 14 in India, as it sought to diversify its supply chain away from China.
Goertek said late on Tuesday it had received the notice from a "major overseas client", without disclosing the identity of the customer or product. Shares in Goertek fell by their maximum, triggering a trading suspension in accordance with exchange rules. "Goertek's suspension of production is more likely due to production issues rather than demand issues," he said. Apple and Goertek, whose clients also include Samsung and Microsoft, did not immediately reply to requests for comment. Goertek rivals Luxshare (002475.SZ) and AAC Technologies (2018.HK) jumped as high as 4.6% and 14.6%, respectively, before paring gains.
Apple told customers that iPhone 14 Pro and Pro Max deliveries may take longer than expected. download the app Email address By clicking ‘Sign up’, you agree to receive marketing emails from Insider as well as other partner offers and accept our Terms of Service and Privacy PolicyCustomers who ordered the iPhone 14 Pro or iPhone 14 Pro Max should expect "longer wait times" for their new phones, Apple warned on Sunday. On Sunday, Apple said demand for both the iPhone 14 Pro and Pro Max is still strong. Preorders for the iPhone 14 Plus and basic iPhone 14 were "significantly lower than expected," Apple analyst Ming-Chi Kuo wrote in September. The closed-loop system could impact iPhone production at the plant by as much as 30%, Reuters reported on October 31.
Apple put an immediate stop to production of iPhone 14 Plus parts in at least one Chinese manufacturing site, The Information reported. The iPhone 14 Plus was marketed as a cheaper option to other iPhone Pro models. The $899 iPhone 14 Plus was marketed as a cheaper option as compared to more expensive iPhone Pro models. Notably, the iPhone 14 lineup also got rid of the smaller, "Mini" model that was present in the iPhone 13 lineup. As pre-orders went live in September, renowned Apple analyst Ming-Chi Kuo said demand for the iPhone 14 and 14 Plus was "lackluster."
CCS Insight published its annual predictions report on Tuesday in which the group' analysts make forecasts about future products and trends. In the latest report, CCS Insight predicted Apple would launch a foldable iPad in two years' time rather than start with a foldable iPhone. "Right now it doesn't make sense for Apple to make a foldable iPhone. The analyst said that a foldable iPhone would likely need to cost around $2,500. Predictions about a foldable iPhone meanwhile have been around for at least four years.
Tech stocks have been pummeled this year but Apple is acting like a safe haven amid the turbulence, according to tech investor Gene Munster. "They are fundamentally in a good place with their products," Munster, founder and managing partner at Loup Ventures, said on CNBC's " Squawk Box ." The iPhone Pro Max is the most popular model in the new lineup, he said in a Medium post. While tech stocks have taken a big hit in 2022, Munster is predicting that 2023 will be a great year for tech. We are going to get back to higher growth rates," he said.
There are early signs that the most expensive versions of Apple 's iPhone 14 are a hit with customers, according to a widely followed tech analyst. Ming-Chi Kuo, a longtime Apple analyst, wrote in a post on Medium that the Pro models of the new iPhone 14 are proving popular with customers, potentially boosting the tech giant's profit margin. According to Kuo, the iPhone 14 Pro Max is currently the most popular model in the new lineup, accounting for roughly a third of iPhone 14 shipments. On Apple's website, the standard iPhone 14 starts at $799. The iPhone 14 Pro starts at $999, and the Max version begins at $1,090.
Further support came Monday, when closely followed Apple analyst Ming-Chi Kuo reported the company asked manufacturing giant Foxconn to "switch production lines of the iPhone 14 to iPhone 14 Pro models." "Aggregate, Pro mix increased from an average of 41% to 56%, reflecting the benefit from Apple's efforts to concentrate upgrades in the Pro Models. The result is the average selling price of the iPhone 14 is probably around $940, the analysts concluded, compared with around $852 last year. As the strength of Pro models becomes an established view, the question shifts to what's happening with demand for the base iPhone models. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .
Ming-Chi Kuo said the iPhone 14 and 14 Plus will be in stock when they launch, showing low demand. The larger iPhone 14 Plus takes the spot of the previous, smaller iPhone 13 mini in Apple's lineup. They became available for preorder on September 9, and the iPhone 14, iPhone 14 Pro, and iPhone 14 Pro Max launch on September 16. Looking at availability and shipping estimates, he said the iPhone 14 Pro Max and Pro are showing "good" and "neutral" results, respectively. However, preorders for the two standard models — the iPhone 14 and 14 Plus — are "bad," according to Kuo.
Apple 's (AAPL) strategy of further differentiating its higher-end iPhone Pro offerings from its basic devices is paying off, with stronger-than-expected order demand seen for the new and most expensive iPhone 14 Pro and Pro Max. All the iPhone 14 models will be available Friday, expect for the iPhone 14 Plus, which won't be out until next month. When talking lead times, a new iPhone in the 14 Pro Max line ordered Wednesday won't be delivered until late October. A better camera, which has always been the case for the Pro models, really jumps up in the iPhone 14 Pro and Pro Max. iPhone 14 Pro Max, iPhone 14 Pro, iPhone 14.
Prețurile indică un prag minimal de 649 de dolari, iar cel mai scump iPhone 12 va costa 1.399 dolari! Gama iPhone 12 ar urma să fie compusă din patru modele, în ordinea crescătoarea a caracteristicilor tehnice și a prețului:– iPhone 12 mini– iPhone 12– iPhone 12 Pro– iPhone 12 Pro MaxCât va costa cel mai ieftin iPhone 12Cel mai ieftin, iPhone 12 mini, va avea un ecran de 5,4 inci și va fi vândut în trei versiuni: 649 dolari cu 64 gb stocare, 699 dolari cu 128 gb și 799 dolari cu 256 gb. Aceleași variante vor costa, în cazul iPhone 12, adăugându-se însă 100 de dolari în plus la fiecare smartphone. iPhone 12 Pro va fi disponibil în variantele de 128/256/512 gb spațiu de stocare, iar prețurile lor ar putea fi 999 dolari, 1.099 dolari și 1.299 dolari. În zona excentrică, iPhone 12 Pro Max va avea un ecran de 6,7 inci și va costa între 1.099 și 1.399 dolari!
Persons: Max, Kuo Organizations: Apple, AirPods
Total: 24