This might be a bad time for Apple to move out of China


Larry Kudlow
Tim Cook speaks with a worker on an iPhone production line.
Photo: Apple

Wedbush analyst Daniel Ives thinks this could be a bad time for Apple to shake up its supply chain by moving iPhone manufacturing out of China.

In a note to clients, Ives singles out the first 5G iPhone and the launch of Apple TV+ as reasons why Apple should seek to minimize stress right now. In other words, Apple execs could do without the “gargantuan” headache that shifting around its supply chain would involve.

iPhone needs either a price cut or a big redesign, analyst argues


iPhone XR
Which one would you prefer?
Photo: Apple

Earlier this year, Wedbush analyst Daniel Ives proclaimed 2018 the year of the iPhone super cycle. Jump forward in time, and he’s lowered his price target on Apple, following the “horror show [of] the last month.”

He’s also convinced that something seriously needs to change with next year’s iPhone: either a big change in price or a major redesign. Is he right?

Apple could finally get its iPhone super-cycle this year


iPhone X home screen
2017 is on track to be a great year for Apple.
Photo: Apple

Apple could sell a massive 350 million iPhones in the next 12 to 18 months, GBH Insights analyst Daniel Ives writes in a new note to clients.

Despite a record March quarter, Ives claims that fans have nonetheless been reluctant to buy the most recent iPhone models, resulting in a possible wave of would-be upgraders waiting for the 2018-era-iPhones.