"Apple: Don't Blame Tim Cook" ["In business, we often see a similar theme, that is many call for a CEO's ousting when things fall short of expectations. Recently, that has been the case for Apple CEO Tim Cook, which I think is unjustified at the moment."] Seeking Alpha 11:40 AM
"Apple Concedes That Qualcomm Was the Only 4G-Ready Chip Source: Qualcomm Inc. lawyers got Apple Inc. to concede that when the mobile phone industry transitioned to 4G, the iPhone maker didn't have anywhere else to go for key components." Bloomberg [Free/Paid Registration Required] 7:59 AM
"Apple Supplier in Japan Looks to Taiwan for Bailout After iPhone XR Letdown: Japan Display is in advanced talks with Taiwan's TPK Holdings and Chinese state-owned Silk Road Fund" ["Apple is likely to drop LCD displays altogether in its 2020 iPhone lineup in favor of organic light-emitting diode displays that allow for more flexible handset design, people familiar with the production plans have said."] WSJ.com [Paid Membership Required] 7:38 AM
"Apple is reportedly planning to change a key component of every iPhone lineup by 2020, and now one of its major suppliers is scrambling" Business Insider 9:02 AM
"Foxconn Looks Beyond China to India for iPhone Assembly: Senior executives plan to visit India in February to discuss plans" WSJ.com [Paid Membership Required] 7:49 AM
