Supply Chain Performance Points to Blockbuster Holiday Quarter for Apple
In a new research note published today, Cantor Fitzgerald analyst Brian White shares data from his "Apple Barometer" for the month of November, with strong increases hinting that Apple will see blockbuster performance for the holiday quarter. White's metric, which tracks performance of Taiwanese suppliers known to be heavily reliant on Apple, has seen record performances for both October and November.
With approximately 97% of the sales now accounted for in our Apple Barometer, we estimate sales in November rose by approximately 19-20% M/M and well above the November average of up 6% over the past eight years. As such, we believe this November will prove to be the strongest in the history of our Apple Barometer. [...]
Given the combination of a record October performance and our expectation of record growth in November, our Apple Barometer is on track to report stronger-than- average seasonality in 4Q:13. If we assume an average MoM sales decline of 10% in December, we estimate our Apple Barometer will grow sales by 28% QoQ in 4Q:13, or more than double the average increase of 13% over the past eight years.
White attributes the strong performance by Apple's supply chain to robust demand for Apple products such as the new iPhone and iPad models, with an iPhone production boost to support a launch on China Mobile in the coming weeks perhaps also contributing.
Investor confidence in Apple is also increasing as the company appears poised for a strong holiday quarter. After falling significantly from late 2012 through the early part of this year, Apple's stock has been rebounding during the second half of 2013, setting a new 52-week high yesterday following a roughly 10% surge over the past two weeks. Like White's reasoning for strong Apple Barometer performance, the recent Apple stock spike has coincided with evidence of strong consumer interest in the company's products for the holiday shopping season, as well as the potential culmination of an iPhone deal with China Mobile, the world's largest carrier.
Popular Stories
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models as of March 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone ...
If you pay for iCloud storage on your iPhone, Apple has a new perk for you, at no additional cost.
The new perk is the ability to create invitations in the Apple Invites app for the iPhone, which launched in the App Store last month.
In the Apple Invites app, iCloud+ subscribers can create invitations for any occasion, such as birthday parties, graduations, baby showers, and more. Anyone ...
Apple is expected to release iOS 18.4 to the general public as soon as next week, following more than a month of beta testing.
Apple's website says some iOS 18.4 features will be released in "early April," so the update should be out as early as Tuesday, April 1.
Apple this week seeded the iOS 18.4 Release Candidate, which is typically the final beta version, barring the discovery of any...
Apple today seeded the release candidate versions of upcoming iOS 18.4 and iPadOS 18.4 updates to developers for testing purposes, with the software coming a week after Apple released the fourth betas.
iOS 18.4 and iPadOS 18.4 can be downloaded from the Settings app on a compatible device by going to General > Software Update.
With iOS 18.4, Apple is adding the Priority Notifications...
Apple today announced that AirPods Max with a USB-C port will be gaining support for lossless audio and ultra-low latency audio with a firmware update next month, alongside the release of iOS 18.4, iPadOS 18.4, and macOS 15.4.
For context, audio files are typically compressed to keep file sizes smaller. There are lossy compression standards like MP3 and AAC (Advanced Audio Codec), which...
We're not getting new Siri Apple Intelligence features in iOS 18.4 as expected, but the upcoming update does have quite a few new additions that will be worth upgrading for. We've rounded up the five best features to look forward to, and if you're not running the beta, you can expect to get access to these in early April.
Priority Notifications
If you have an iPhone or iPad that supports...
Apple will launch its long-rumored foldable iPhone next year with a ~$2,000 premium price tag attached, expects well-connected Bloomberg reporter Mark Gurman.
Gurman's comments on Apple's launch plans for its first foldable device appeared in the Q&A section of his latest Power On newsletter. Earlier this month, the reporter said Apple's foldable iPhone could be arriving "as early as 2026,"...
Leaker Jon Prosser today shared a mockup of what he says the Messages app will look like in iOS 19, demoing an interface with rounded, translucent bubble-shaped navigation buttons at the top and softer, rounder corners for the keyboard and word suggestions.
Jon Prosser's Messages app mockup
The return button, a button for going back to the Messages list, and the FaceTime button have a deeper...
