Hello everyone. Happy Wednesday.

We will jump into today's update with some iPhone news, followed by iPad Pro and Apple Pencil Pro.

About Those iPhone Sales Reports From China

Here’s Bloomberg:

“Apple Inc.’s iPhone staged a rebound in China last month with shipments rising 52% amid a flurry of discounts from retail partners.

The latest figures from the China Academy of Information and Communications Technology [CAICT] showed smartphone shipments surging in the country, of which roughly 3.5 million units came from foreign brands, according to a Bloomberg calculation. The iPhone accounts for the vast majority of such devices, and its bounceback comes after it registered growth in March following steep declines in the first two months of the year."

What a whirlwind. There’s been a lot of noise written about iPhone sales in China. It’s comical how in just a few weeks the narrative has apparently shifted from “Apple is falling out of favor in China” to Apple is benefiting from a “premiumization trend in China.” The reality is that those making such claims aren’t sure what is going on and are instead trying to make sense of smartphone shipments data from CAICT.

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