Latest ideas and analyses related to iPhone 13

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AAPL

+33 pts



Keybanc AAPL 2Q22 - Get Used to Apple Beats and Supply Constraints

By toranjaa on May 9, 2022, 6:12 p.m.
Tagged topics: iPhone 13

Views: 27, Votes: 2, Responses: 0, Attachments: 1
AAPL

+32 pts



$AAPL - Wave7 March US Survey Supports iPhone Share Gains; However, Near-term Demand Momentum is Moderating

By labjordan on April 19, 2022, 12:12 p.m.
Tagged topics: analyst checks , iPhone 13

Views: 27, Votes: 2, Responses: 0, Attachments: 1
AAPL

+44 pts



Demand Looks Strong for iPhone Cycle in 2022; Services Worth $1.5 Trillion $AAPL

By JH on Jan. 3, 2022, 1:24 p.m.
Tagged topics: analyst checks , 5G iPhone cycle , iPhone 13

Views: 191, Votes: 7, Responses: 0, Attachments: 1
AAPL

+54 pts



$AAPL - iPhone Demand Outstripping Supply; Apple Glasses Likely Set for 2022 Debut

By JH on Dec. 9, 2021, 12:26 p.m.
Tagged topics: 5G iPhone cycle , augmented reality , iPhone 13 , Apple glasses , iPhone upgrade cycle , Metaverse , iphone demand , wedbush

Views: 387, Votes: 11, Responses: 0, Attachments: 1
AAPL

+34 pts



$AAPL - iPhone Lead Times Reverse Trend to Expand; See Limited Signs of Demand Moderation

By mooreideas on Dec. 6, 2021, 4:01 p.m.
Tagged topics: lead times , iPhone 13

Views: 48, Votes: 2, Responses: 0, Attachments: 1
AAPL

+44 pts



Wedbush - iPhone 13 Checks Robust into Holidays

By JH on Dec. 2, 2021, 9:14 a.m.
Tagged topics: holiday shopping , semiconductors , iPhone 13

Views: 74, Votes: 6, Responses: 0, Attachments: 1
AAPL

+35 pts



$AAPL - October data highlights solid #iPhone13 sales, greater demand vs. iPhone 12

By labjordan on Nov. 24, 2021, 10:47 a.m.
Tagged topics: iPhone 13

Views: 216, Votes: 3, Responses: 0, Attachments: 1
AAPL

+37 pts



$AAPL - #iPhone13 lead times moderate for second week, indicating improving supply

By labjordan on Nov. 23, 2021, 1:46 p.m.
Tagged topics: lead times , iPhone 13

Views: 179, Votes: 6, Responses: 0, Attachments: 1
AAPL

+40 pts



$AAPL - lead times continue to moderate for all models, but US and China demand remains robust

By labjordan on Nov. 15, 2021, 3:07 p.m.
Tagged topics: analyst checks , lead times , iPhone 13

Views: 253, Votes: 8, Responses: 0, Attachments: 1
AAPL

+37 pts



$AAPL - lead times appear to be stabilizing for all #iPhone13 models as data continue to support strong demand vs. iPhone 12

By labjordan on Nov. 8, 2021, 10 a.m.
Tagged topics: analyst checks , 5G iPhone cycle , strong demand , iPhone 13

Views: 185, Votes: 5, Responses: 0, Attachments: 1
AAPL

+1 pts



thanks...

By i_sarut on Nov. 3, 2021, 4:15 a.m.
Tagged topics: China , lead times , iPhone 13

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL

+38 pts



$AAPL - iPhone 13 lead times beginning to moderate

By puckerman17 on Nov. 1, 2021, 11:08 a.m.
Tagged topics: China , lead times , iPhone 13

Views: 77, Votes: 4, Responses: 1, Attachments: 1
AAPL

+1 pts



thanks...

By i_sarut on Oct. 29, 2021, 11:52 p.m.
Tagged topics: buying opportunity , supply chain constraints , big tech , iPhone 13 , earnings miss

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AAPL

+46 pts



$AAPL - supply chain challenges worse than expected, but no one should believe this is thesis changing for the stock

By mooreideas on Oct. 29, 2021, 10:33 a.m.
Tagged topics: buying opportunity , supply chain constraints , big tech , iPhone 13 , earnings miss

Views: 240, Votes: 6, Responses: 1, Attachments: 5
AAPL

+35 pts



$AAPL - Lead Times Continue to Moderate for Low-end #iPhone Models and Expand for Highend Models

By puckerman17 on Oct. 25, 2021, 12:44 p.m.
Tagged topics: analyst checks , upgrade cycle , lead times , iPhone 13

Views: 48, Votes: 3, Responses: 0, Attachments: 2
AAPL , QCOM , QRVO , SWKS

+36 pts



$AAPL $QCOM $QRVO $SWKS - Handset Industry Preview

By bbern3 on Oct. 19, 2021, 11:34 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , semiconductors , iPhone 13

Views: 66, Votes: 2, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - Consumers Sticking with Higher-End Models Despite Already High Lead Times

By labjordan on Oct. 18, 2021, 6:55 p.m.
Tagged topics: analyst checks , lead times , JP Morgan , iPhone 13

Views: 56, Votes: 1, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - analysts see #ChipShortages driving longer #iPhone13 lead times and lowers CQ4 shipments

By mooreideas on Oct. 14, 2021, 9:51 a.m.
Tagged topics: supply constrained , Goldman Sachs , Needham , iPhone 13 , chip shortage

Views: 143, Votes: 1, Responses: 0, Attachments: 4
AAPL , MCHP , TXN

+35 pts



$AAPL $MCHP $TXN - RayJay checks indicate #iPhone13 production change related to component shortages

By mooreideas on Oct. 13, 2021, 10:11 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , iPhone 13

Views: 202, Votes: 4, Responses: 0, Attachments: 2
US Consumers

+34 pts



$AAPL-NASDAQ - Evaluating iPhone 13 Lead Times

By nit on Oct. 8, 2021, 11:54 a.m.
Tagged topics: valuations , analyst checks , Raymond James , iPhone 13

Views: 67, Votes: 3, Responses: 0, Attachments: 11