Asymco Bulletin 002 / March 1, 2026

Asymco Bulletin is a digest of all the work we have published for the week ending March 1, 2026. Office Hours Our first Office Hours interactive seminar and Ask Me Anything questions/answer session will be on March 4th, after, presumably all the new announcem…

Asymco Bulletin is a digest of all the work we have published for the week ending March 1, 2026. Our first Office Hours interactive seminar and Ask Me Anything questions/answer session will be on March 4th, after, presumably all the new announcements Apple will be making during the week. I will be broadcasting to you en vivo y en directo from Paris. Apple March 4 Special Event – Q&A → Join us for an exclusive Asymco One live Q&A on March 4 at 3pm ET to dissect Apple’s latest business moves.

→ Greater China (GC) is a specific reporting segment for Apple, encompassing Mainland China, Taiwan, Hong Kong, and Macao, with a combined population nearing 1.5 billion. This region is not just a significant contributor to Apple’s revenue—accounting for 18% of net sales in Q4 2025—but also a dynamic landscape of technological adoption and consumer behavior. The smartphone user base in GC has surged from 690 million in 2016 to nearly a billion in 2025, with projections reaching 1.08 billion by 2029.

The iOS ecosystem within GC exhibits varied dynamics across its constituent regions. While Macao maintains a steady iOS share of around 60%, Mainland China and Taiwan show different trajectories. Analyzing these trends through mobile OS share data reveals iOS’s ascent, suggesting robust potential for further penetration and user engagement. As Apple navigates this complex market, understanding GC’s historical growth patterns and future prospects is crucial for capitalizing on emerging opportunities and sustaining its competitive edge.

→ Apple #1 phone vendor in Europe → Apple leads Q4 2025 with a 7% YoY shipment rise driven by iPhone 17, while Samsung follows with 4% growth; Xiaomi faces a 6% decline amid shifting regional dynamics. → Are Solid State Batteries Finally Here? → Donut Lab has partnered with VTT for independent battery tests, with full reports and videos to follow. → iPhone becomes India’s top single export item → In 2025, Apple’s iPhone exports from India, driven by Tata and Foxconn plants and a robust supply chain, reached $23 billion, making smartphones the top export category.

→ Apple’s App Store growth is reaccelerating → Apple’s Services, beyond just the App Store, are poised for robust growth, driven by global market expansion and strong hardware demand. → Here’s why demand for Macs has spiked → Mac lead times have surged to multi-year highs due to increased demand, notably impacting models like Mac Studio, MacBook Pro M4, and Mac Mini. → A resource for AVP news → “AVP VIP offers a weekly, ad-free digest of tech news and insights, accessible to Asymco One members.” → Apple to Start Assembling Mac mini in the United States This Year → Apple revamps the Mac mini with M4 chips and boosts U.S.

chip sourcing, starting at $599 without display, amid rising demand. → Apple Pay Aiming Launch in India This Year → Apple Pay aims to launch in India by late 2026, pending regulatory approvals and fee negotiations with card issuers. → iPhone and iPad approved to handle classified NATO information → Apple’s iPhone and iPad achieve unprecedented NATO compliance, marking a pivotal shift in secure mobile technology acceptance.

→ Eddy Cue says Brazil is Apple TV’s second-largest market, talks Netflix-Warner merger → In an interview, Apple’s Eddy Cue highlighted Brazil as the second-largest and fastest-growing market for Apple TV subscribers, while noting potential impacts from proposed streaming regulations and a possible Netflix-Warner deal. Specific user and device numbers were not disclosed. → DRAM Shortage Will Cause ‘Seismic Shift’ in Smartphone Market, But Apple Will Be Less Affected → A looming DRAM shortage due to AI demand will slash smartphone sales by 13% in 2026, forcing a market shift towards pricier devices, with relief not expected until mid-2027.

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Summary

This report covers the latest developments in samsung. The information presented highlights key changes and updates that are relevant to those following this topic.

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