Jeff Williams Talks Apple Pricing, A Different Look at iPhone Sales in China, VW and Ford Planning New Venture 

Today's Above Avalon daily update includes the following topics: 

  • Jeff Williams Talks Apple Pricing

  • A Different Look at iPhone Sales in China 

  • VW and Ford Planning New Venture 

We kick off today’s update with a closer look at pricing comments made by Apple COO Jeff Williams during a recent talk at Elon University. The discussion then turns to smartphone sales share from Kantar and why the data provides a different look at how 4Q18 unfolded from a competitive perspective in key geographies including China and the U.S. The email concludes with my thoughts on Volkswagen and Ford being in discussions to form a new venture involving electric vehicles and autonomous systems.

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