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AAPL Market Currents
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11:29 AM Apple (AAPL) single-handedly bought $23B worth of chips last year, estimates IHS' Dale Ford, and he sees its purchases growing to $27B in 2012 and $29B in 2013 (ed: those figures might be conservative, given revenue growth forecasts). That helps put into numbers the huge impact Apple's earnings reports have on chip stocks. Rival/top component supplier Samsung (SSNLF.PK) bought $15B in chips last year, and H-P (HPQ) bought slightly less.
Comment![Tech]
- 10:12 AM "What we’re working on now feels like the most important and the best work we’ve done," Apple (AAPL) design chief Jony Ive cryptically tells The Telegraph. Rumors abound regarding a bigger iPhone, smaller iPad, and Apple TV set. Ive also evangelizes about Apple's philosophy: "What preoccupies us is that sense of care ... what our products will not speak to is trying to respond to some corporate or competitive agenda." (previous) [Tech]
- Tuesday 12:28 PM Apple (AAPL) still has the world's most valuable brand, according to BrandZ's annual study, which estimates its value has risen 19% Y/Y to $182.9B. IBM is believed to have passed Google (GOOG) for the #2 spot thanks to a 15% increase, while McDonald's (MCD) is seen holding steady at #4 in spite of a 17% gain. Also in the top 10: Microsoft (MSFT), Coca-Cola (KO), Marlboro (PM), AT&T (T), Verizon (VZ), and China Mobile (CHL). [Tech, Consumer]
- Tuesday 9:26 AM 9to5 Mac provides the latest rumor about the next iPhone sporting a larger display. According to its source, Apple (AAPL) has two iPhone prototypes in testing that sport a 3.95" display with an 1136x640 resolution (the 4S' display has a 960x640 resolution), which indicates a wider aspect ratio. It's added Apple is testing versions of iOS 6 that are custom-built for the larger display. If the rumor is true, some developers might not be thrilled about the change in dimensions. (previous) [Tech]
- Monday 6:07 PM Sony (SNE) recently began mass production of "in-cell" touch panels that will be used in Apple's (AAPL) next iPhone, the Taipei Times reports. It's added Sharp (SHCAY.PK), Toshiba (TOSBF.PK), and LG Display (LPL) will also supply Apple with in-cell panels, which can reduce a device's thickness and weight relative to conventional touch panel tech. [Tech]
- Monday 5:57 PM Leveraging the patents the companies acquired last year from Nortel, AAPL, MSFT, RIMM, SNE, and ERIC have officially entered the patent-trolling business via the Rockstar Consortium. Funded by the aforementioned companies and owning 4,000 ex-Nortel patents, Rockstar examines tech products for evidence of infringement, and demands licensing fees when it's found. Since Rockstar, unlike its owners, doesn't make anything, it can't be countersued. [Tech]
- Monday 4:26 PM An ITC administrative law judge rules against Eastman Kodak (EKDKQ.PK) in its patent infringement suit against Apple (AAPL) and Research in Motion (RIMM). The ruling (.pdf), subject to review by the commission, declares Apple and RIM to be infringing only one claim within Kodak's image-preview patent, and calls that claim invalid due to "obviousness." (previous) [Tech]
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at MarketWatch.com (Wed, 12:11PM)
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at CNBC.com (Wed, 1:58AM)
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at MarketWatch.com (Tue, 5:59PM)
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at MarketWatch.com (Tue, 5:41PM)
AAPL Press Releases and Filings
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Business Wire (Apr 25, 2012)
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Company Description
Apple Inc. and its wholly-owned subsidiaries (collectively “Apple” or the “Company”) design, manufacture, and market personal computers, mobile communication devices, and portable digital music and video players and sell a variety of related software, services, peripherals, and networking... More
