Asymco

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Experience X-Plane 12 on Apple Vision Pro: ARKit Insights

Discover how X-Plane 12 enhances flight simulation on Apple Vision Pro with ARKit integration for an immersive experience.

Asymco
Qualcomm faces loss of Apple business, rated ‘Underperform’ by Bank of America https://asymco.com/2026/03/11/qualcomm-faces-loss-of-apple-business-rated-underperform-by-bank-of-america/
Qualcomm's Challenges as Apple Shifts to In-House Chips

Discover why Qualcomm faces significant losses as Apple shifts to in-house chips and the smartphone market trends evolve.

Asymco
iPhone production in India increases by 53% in 2025

Years in the making According to Bloomberg, Apple increased iPhone production in India by about 53% last year and assembled around 55 million devices in 2025. That’s up from 36 million in 2024,The …

Asymco
The most brilliant move in corporate history?

In a tech landscape ablaze with $650 billion in AI expenditures, Apple’s $14 billion capital budget remains a striking anomaly. While competitors chase AI supremacy, Apple refuses to cede its…

Asymco
MacBook Neo May Boost Revenue By 0.5% While Expanding Into Student Market – Gene Munster https://asymco.com/2026/03/09/apples-599-macbook-neo-may-boost-revenue-by-0-5-while-expanding-into-student-market-gene-munster-says/
Apple's New MacBook Neo: Boosting Revenue and Education Reach

Discover how Apple's MacBook Neo could boost revenue by $2 billion, targeting the U.S. education market and expanding their customer base.

Asymco
Apple’s AI Hardware Blitz Could Send The Stock 33% Higher, Says Wedbush’s Dan Ives https://asymco.com/2026/03/09/apples-ai-hardware-blitz-could-send-the-stock-33-higher-says-wedbushs-dan-ives/
Apple's AI-Driven Lineup: Next Upgrade Cycle Insights

Discover how Apple's new AI-enabled devices, including the iPhone 17e and Mac lineup, could drive a major hardware upgrade cycle.

Asymco
China’s Android shipments plunge as inventory builds in contrast to iPhones: Jefferies https://asymco.com/2026/03/09/chinas-android-shipments-plunge-as-inventory-builds-in-contrast-to-iphones-jefferies/
China’s Android shipments plunge as inventory builds in contrast to iPhones: Jefferies

China's smartphone shipments dropped 16% in January, driven by rising Android inventory, while iPhone demand remains robust amidst limited discounts.

Asymco
Is Apple Pivoting?

Explore Apple's strategic shift with new low-end products like the Neo, redefining tech market segments beyond just price.

Asymco
Asymco Bulletin 003 – Mar 8, 2026 https://asymco.com/2026/03/08/bulletin-003/
Asymco Bulletin 003 – Mar 8, 2026

Asymco Bulletin is a digest of all the work we have published for the week ending Mar 8, 2026. Editor’s Note It’s been about a month since we launched Asymco One, and we are elated with…

Asymco
Apple’s strategy is actually genius if you think about it https://asymco.com/2026/03/05/apples-strategy-is-actually-genius-if-you-think-about-it/
Apple’s strategy is actually genius if you think about it

“Apple’s strategic pivot to on-device AI could dismantle the AI boom by making models redundant and controlling the distribution gateway.”

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