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Category: Bernstein Research

How the world ended up with an acute chip shortage

Posted on February 22, 2021
How the world ended up with an acute chip shortage

The world is facing an acute chip shortage. Numerous companies, including the auto sector, are facing an inability to get semiconductors, hampering their ability to manufacture their products. Tracy Alloway and Joe Weisenthal for Bloomberg News: Part of this is an acute crisis, related to the virus. But there’s also a long-term structural issue, with…

Read More “How the world ended up with an acute chip shortage” »

Bernstein Research, chips, News, semiconductors, Stacy Rasgon, TSMC

Bernstein: Ams AG is biggest winner in Apple’s TrueDepth Camera system

Posted on April 10, 2018

“The big winner from Apple’s increased use of ‘3-D sensing’ in the iPhone is not Lumentum and those other laser companies you’ve heard about, writes David Dai of Bernstein today,” Tiernan Ray reports for Barron’s. “It’s the Austrian manufacturer Ams AG (AMS), whose shares he starts today with an Outperform rating.” “The company makes something…

Read More “Bernstein: Ams AG is biggest winner in Apple’s TrueDepth Camera system” »

AMS AG, Animoji, Austria, Bernstein Research, David Dai, Face ID, Finisar, Lumentum, News, TrueDepth Camera

Analyst worries about Apple’s ability to top stellar success of iPhone 6/Plus

Posted on September 3, 2015

“As Apple Inc. prepares to introduce its latest iPhones next week, the company’s biggest challenge is one of its making: how to top its own success,” Daisuke Wakabayashi reports for The Wall Street Journal. “Apple’s bigger-screen iPhone 6 and iPhone 6 Plus, introduced a year ago, reignited sales growth for Apple’s smartphone, propelled the company…

Read More “Analyst worries about Apple’s ability to top stellar success of iPhone 6/Plus” »

AAPL, Apple, Bernstein Research, iPhone 6s, iPhone 6s Plus, News, Toni Sacconaghi

Bernstein: Apple iPhone 6 weekend sales may miss high expectations, but no worries

Posted on September 17, 2014

“Bernstein Research’s Toni Sacconaghi today reiterates an Outperform rating on Apple stock, and a $108 price target, warning that Apple may miss high expectations for first-weekend sales of the iPhone 6 and 6 Plus when they go on sale this Friday, but that it may not matter much,” Tiernan Ray reports for Barron’s. Ray reports,…

Read More “Bernstein: Apple iPhone 6 weekend sales may miss high expectations, but no worries” »

Apple price target, Apple stock rating, Bernstein Research, China, investing, iPhone 6, iPhone 6 demand, iPhone 6 Plus, iPhone 6 supply, News, Red Herring, Toni Sacconaghi

Apple’s iWatch could clock Swiss watchmaker Swatch

Posted on July 8, 2014

“Apple’s heavily heralded iWatch, tipped to launch in the autumn this year, could dent the profits of the Swiss company behind the popular Swatch brand, according to analysts,” Jenny Cosgrave reports for CNBC. “The Swiss watch market is dominated by two brands: Richemont — home to luxury brands such as Piaget, Alfred Dunhill, Montblanc and…

Read More “Apple’s iWatch could clock Swiss watchmaker Swatch” »

Alfred Dunhill, Bernstein Research, Breuget, iWatch, Jaeger-LeCoultre, Montblanc, Neev Capital, News, Piaget, Rado, Rahul Sharma, Richemont, Swatch, Tissott

Bernstein hikes Apple price target to $700 on bigger iPhone, iWatch device

Posted on May 28, 2014

“Bernstein Research raised its price target for Apple Inc., citing potential gains from the soon-to-be-introduced iPhone 6, which is expected to feature a bigger screen, and the speculated introduction of a smartwatch product,” Benjamin Pimentel reports for MarketWatch. “Bernstein raised its Apple price target to $700 from $615,” Pimentel reports. “‘We believe investor anticipation of…

Read More “Bernstein hikes Apple price target to $700 on bigger iPhone, iWatch device” »

4.7-inch iPhone, 5.5-inch iPhone, Apple, Apple price target, Apple stock, Bernstein Research, bigger iPhone, finance, investing, iPhone 6, large screen iPhone, News, Toni Sacconaghi

Bernstein: Apple stock unexciting near term; buy on pullbacks ahead of iPhone 6

Posted on April 17, 2014

“Bernstein Research’s Toni Sacconaghi opines that there is ‘more downside risk than upside’ to both Q2′s and Q3′s reports, especially the latter,” Tiernan Ray reports for Barron’s. “Sacconaghi, who has an Outperform rating on the shares, and a $575 price target, writes today that Apple may deliver $43.4 billion in revenue in the quarter, which…

Read More “Bernstein: Apple stock unexciting near term; buy on pullbacks ahead of iPhone 6” »

AAPL, Apple, Apple earnings, Apple Q214, Apple stock, Bernstein Research, finance, investing, Opinion, Toni Sacconaghi

Apple seen boosting buyback plan by $30 billion

Posted on April 16, 2014

“Apple Inc. could boost its stock buyback plan when it reports results next week, as the tech giant’s shareholders ‘are looking for Apple to provide a framework and commitment for capital return,’ Bernstein Research said Wednesday,” Benjamin Pimentel reports for MarketWatch. “Analyst Toni Sacconaghi said he expects the iPhone maker to increase ‘its commitment to…

Read More “Apple seen boosting buyback plan by $30 billion” »

AAPL, Apple, Apple analysts, Apple buybacks, Apple stock, Bernstein Research, finance, investing, News, Toni Sacconaghi

What’s the deal with Apple’s new Arizona sapphire plant?

Posted on February 28, 2014

“What’s Apple up to with that sapphire factory it’s building in Mesa, AZ?” Philip Elmer-DeWitt wonders for Fortune. “That’s one of the questions Bernstein’s Toni Sacconaghi (who covers Apple) and Alberto Moel (who covers Corning) set out to answer in a two-part report to clients issued Wednesday.” “Their reports represent the deepest dive I’ve seen…

Read More “What’s the deal with Apple’s new Arizona sapphire plant?” »

4.5-inch iPhone, 5.6-inch iPad, 5.6-inch iPhone, Advanced Sapphire Furnaces, Alberto Moel, Apple, Bernstein Research, Canonical, GT Advanced, GT Advanced Technologies, iPad nano, man-made sapphire, Mark Shuttleworth, News, sapphire displays, synthetic sapphire, Toni Sacconaghi

All eyes on Apple next Tuesday; gross margins may be key metric

Posted on April 18, 2013

“Apple’s (AAPL) shares have been getting slammed as Wall Street frets about its March quarter earnings report, due out next Tuesday,” Philip Elmer-DeWitt reports for Fortune. “Whether the stock bounces from the 16-month low it hit Wednesday or sinks even lower may depend less on iPhone or iPad sales than on its guidance for the…

Read More “All eyes on Apple next Tuesday; gross margins may be key metric” »

Apple, Apple gross margin, Apple margins, Apple Q213, Apple Q213 earnings, Apple stock, Bernstein Research, finance, investing, News, Sanford Bernstein, Toni Sacconaghi

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