Barclays analyst Tom O'Malley and his colleagues recently traveled to Asia to meet with various electronics manufacturers and suppliers. In a research note this week, outlining key takeaways from ...

Apple has long followed a strategy of consolidating the hardware supply chain within its own circle. Shifting away from Intel to in-house M-series processors was one of the biggest bets in recent ...

Apple’s first modem is expected to ship on next year's iPhone SE, and the company has an ambitious plan to beat Qualcomm's chips by 2027.