Kuo predicts that, in the next three to five years, Apple may be able to supply the US market, or ~25% of global shipments, from assembly sites outside of China (Chance Miller/9to5Mac)

Juli Clover / MacRumors:
Kuo: Apple plans to cancel or postpone iPhone SE 4 mass production, set for 2024, due to lower than expected shipments of its middle- and lower-tier iPhones  —  Apple will cancel or postpone mass production for the planned 2024 iPhone SE 4, Apple analyst Ming-Chi Kuo said today in a series of tweets.

Chance Miller / 9to5Mac:
Kuo estimates iPhone 14 Pro and iPhone 14 Pro Max shipments in Q4 to be 70M-75M, vs. the 80M-85M consensus, and thinks demand may “disappear” due to a recession  —  The supply and production issues plaguing the iPhone 14 Pro and iPhone 14 Pro Max are no secret at this point.

Joe Rossignol / MacRumors:
Kuo: mass shipments of Apple’s AR/VR headset may be delayed until H2 2023, from previously estimated Q2 2023, due to “software-related issues”  —  Mass shipments of Apple’s long-rumored AR/VR headset may be delayed until the second half of 2023 due to unspecified “software-related issues …

Wall Street Journal:
A look at Apple’s efforts to reduce dependence on Foxconn; sources: Apple wants other suppliers in China, Vietnam, and India to actively plan product assembly  —  Burned by Covid lockdowns and worker protests at Foxconn plants, the iPhone maker is looking to diversify the supply chain that has powered its growth

Chance Miller / 9to5Mac:
Apple and Ericsson reach a licensing agreement over “patented cellular standard-essential technologies” and more, ending a years-long legal battle  —  Apple and Ericsson have reached a licensing agreement that will put an end to a years-long, increasingly nasty legal battle between the two companies.

Chance Miller / 9to5Mac:
Twitter rolls out its new Blue subscription, which offers a blue checkmark for $8/month, on iOS and Android in the US, Canada, Australia, New Zealand, and UK  —  Twitter is officially rolling out its new Twitter Blue subscription service, which offers “blue check” verification to everyone for $8/month.