Supply Chain Indicators Point to Poor February for Apple
Citigroup's recent claim that Apple would miss its own Q1/Q2 revenue forecasts has been lent weight by Topeka Capital's Apple Monitor reporting that key Apple suppliers had a "terrible" February (via Business Insider).

The monitor, which tracks the results of Apple's key suppliers, is compiled by Topeka Capital's Brian White, an analyst normally bullish on Apple.
When [supplier] results are good, it usually means good things for Apple. When the results are bad, watch out.
White says the February results for his Apple Monitor were down 31 percent sequentially, which compares to the typical 8 percent decline. Even if you factor in the Chinese New Year, he still says it's bad.
The Chinese New Year tends to result in significantly reduced production, but White calculates that factoring that in still results on a fall in production of 15%, amounting to "the worst February we have on record." White goes on to observe that most of the preliminary Taiwan monitors show weak results, suggesting that the slowdown is affecting the whole industry, though Apple's supply chain figures appear worse than most.
Last month, research firm NPD revealed surprisingly strong Mac and iPod sales in the U.S. for the month of January, but with those product families accounting for smaller and smaller proportions of Apple's revenue, iPhone and iPad sales have become the primary drivers of Apple's performance.
Apple CEO Tim Cook has cautioned against reading too much into supply chain reports, noting that the company has multiple sources for many components and that yield rates may vary over time, but Topeka's Apple Monitor attempts to take some of those fluctuations into account by taking a broader view spanning a number of companies within Apple's supply chain.
Popular Stories
The first iOS 18.4 beta for iPhones should be just around the corner, and the update is expected to include many new features and changes.
Bloomberg's Mark Gurman expects the iOS 18.4 beta to be released by next week.
Below, we outline what to expect from iOS 18.4 so far.
Apple Intelligence for Siri
Siri is expected to get several enhancements powered by Apple Intelligence on iOS...
Apple has yet to announce any new devices this year, but that could change starting next week.
Apple CEO Tim Cook today said to "get ready" for a "launch" on Wednesday, February 19.
"Get ready to meet the newest member of the family," said Cook, in a social media post. The post includes an #AppleLaunch hashtag, along with a short video featuring an animated Apple logo inside of a circle....
In a social media post today, Apple CEO Tim Cook teased an upcoming "launch" of some kind scheduled for Wednesday, February 19.
"Get ready to meet the newest member of the family," he said, with an #AppleLaunch hashtag.
The post includes a short video with an animated Apple logo inside a circle.
Cook did not provide an exact time for the launch, or share any other specific details, so...
Apple's next-generation iPhone 17 Pro will feature three rear cameras arranged in a familiar triangular layout, but the cameras will be housed in an all-new rectangular camera bar with rounded corners, according to YouTube channel Front Page Tech.
iPhone 17 Pro camera design render created by Asher for Front Page Tech
In a video uploaded today, Front Page Tech host Jon Prosser said the camera ...
As the wait continues for Apple's long-rumored, fourth-generation iPhone SE, French electronics retailer Boulanger has prematurely published a product listing for a "new" model of the iPhone SE. The placeholder page says the device is "coming soon," but it offers no further information, and the price shown is obviously not real.
The listing was spotted by a reader of the French technology...
Apple this week began selling refurbished Mac mini models with the M4 chip for the first time, but this has led to a pricing conundrum.
In the United States, Apple is offering a refurbished Mac mini with the base M4 chip, 256GB of storage, 16GB of RAM, and Gigabit Ethernet for $509, down from $599 new. This is the standard 15% discount that Apple offers on refurbished Macs.
The issue is...
Last year, Apple tweaked iPhone 16 Pro screen sizes to make them bigger than 2023's iPhone 15 Pro models, and this year we are also expecting a change in the size of the displays in the iPhone 17 lineup. Here's what we know.
Standard iPhone 17
Apple could introduce a new display size for the standard iPhone 17 model in 2025. The iPhone 17 could measure in at 6.3 inches, up from 6.1 inches,...
There have been several alleged leaked details of the iPhone 17 Air, Apple's rumored new slim iPhone, but images have been limited to grainy shots taken in component factories. However, this hyper-realistic concept created by WEIS Studio gives us the best idea yet of what Apple's thin device might actually look like.
The concept design is inspired by recent leaks indicating that the device...