Apple Increases iPhone Orders, iPhone Sales Growth Drivers, Apple’s Cellular Modem Full Steam Ahead
Today's Above Avalon daily update includes the following stories:
Apple Increases iPhone Orders
iPhone Sales Growth Drivers
Apple’s Cellular Modem Full Steam Ahead
We kick off today’s update with my thoughts on the Nikkei Asia reporting Apple has materially increased iPhone orders for 2021. The discussion turns to whether or not I think the iPhone business is experiencing some kind of inflection point for growth. The update concludes with Apple reportedly beginning development of its first cellular modem. After going over my thoughts on Apple’s timeline for such efforts, we cover the importance found with Apple developing its own cellular modem.
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