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Apple Falls On Report Of iPhone X Weakness: 'High-End Smartphones Clearly Hitting A Plateau This Year'
Tuesday, January 23, 2018 - 4:19pm | 297Read More...Apple Inc. (NASDAQ: AAPL) shares fell marginally but sharply Tuesday afternoon when JPMorgan reported findings suggesting weakening iPhone X orders. Analyst Narci Chang forecasted the iPhone X is down 50 percent since the last quarter and, as a result, sliced first-quarter sales estimates for the...
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New-Look iPhone? JPMorgan On The Smartphone Display Evolution
Monday, April 18, 2016 - 7:43am | 310Read More...JPMorgan’s Narci Chang said Apple Inc. (NASDAQ: AAPL) may be considering a move towards an out-cell touch structure for the OLED iPhone in 2017. He believes Apple would adopt a structure similar to the film-based out-cell solution Samsung used for its Galaxy S Edge. TPK may be among the...
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A Curved Apple iPhone More Likely To Come In 2018: Does It Matter For Investors?
Tuesday, March 29, 2016 - 11:49am | 555Read More...Following Apple Inc. (NASDAQ: AAPL)'s March event, which was called "reasonably dull" by some analysts, the newest member of the iPhone line was met with moderate applause. The iPhone SE made news for being smaller, coming in at four inches, and boasting a generally-lower-than-anticipated price tag...
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Apple's Weak Supply Chain Is Hurting This Semiconductor Stock
Wednesday, December 16, 2015 - 9:49am | 333Read More...Apple Inc. (NASDAQ: AAPL) shares are down 13 percent in the last six months, while shares of Dialog Semiconductor (OTCMKTS: DLGNF) are down 35 percent over the same period. JP Morgan’s Narci Chang maintained a cautious view on Apple’s supply chain and a Neutral rating on Dialog...
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Apple Alert: JPMorgan Sees Early Signs Of Weakness For iPhone 6S Cycle
Monday, December 14, 2015 - 9:20am | 371Read More...Apple Inc. (NASDAQ: AAPL) shares have been volatile in 2015 and are up 3 percent year-to-date, while shares of Catcher Technology Co., Ltd. (TPE: 2474) are up 18 percent. JP Morgan’s Narci Chang reiterated a cautious view on Apple’s supply chain and maintained an Overweight...
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JP Morgan Modeling For Increased Q4 iPhone Production Plan
Monday, October 12, 2015 - 10:00am | 290Read More...Apple Inc. (NASDAQ: AAPL) shares are down 12 percent since April 13, after having plummeted from above $132 in mid-July to $103 in mid-August. JP Morgan’s Rod Hall has an Overweight rating on the company. Semiconductor analyst Narci Chang said that robust demand has boosted Apple...
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Checking In With An iPhone 7 Supplier
Thursday, March 26, 2015 - 8:18am | 113Read More...In a report published Wednesday, JP Morgan analyst Narci Chang commented on Japan Display –- a possible supplier to Apple Inc. (NASDAQ: AAPL)'s iPhone 7 device. According to Chang, Japan Display's new fab, backed by Apple's prepayment, will increase its total capacity by 20 percent. The new fab is...
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Can Japan Display Help Apple? The Street's Answer Might Surprise You
Monday, March 9, 2015 - 8:37am | 196Read More...In a report published Friday, a group of JP Morgan's Asian-based analysts led by Narci Chang commented on Japan Display Inc's announcement that it will construct another Gen 6 LCD LTPS fab for Apple Inc. (NASDAQ: AAPL) with a capacity of 25,000 units per month. Chang speculated that...
