Apple roundup: Cowen's iPhone build note, Mac sales +7%, AR glasses discussions

|About: Apple Inc. (AAPL)|By:, SA News Editor

Cowen says Apple’s (NASDAQ:AAPL) iPhone builds for Q4 CY17 held up well compared to expiations as evidenced by strong seasonal performance in the supply chain.

But the firm remains cautions for Q1 CY18 as fieldwork showed less of a tailwind mix from the new iPhones versus a month ago. 

Big Mac quarter:  IDC data shows that Mac shipments grew 7.3% on the year during the December quarter, which pushed the market share up to 8.2% from 7.7%. But those numbers still put Apple in fourth place overall. 

The PC market achieved its first positive holiday quarter in six years driven by HP (NYSE:HPQ) (share: 23.5%; Y/Y growth: 8.3%), Lenovo (OTCPK:LNVGF) (share: 22.2%; Y/Y growth: flat), and Dell (NYSE:DVMT) (share: 15.7%; Y/Y growth: 0.7%).  

AR talks:  Bloomberg reports Apple was among the tech giants talking with suppliers of AR glasses parts during #CES18. 

Apple shares are up 0.8%.  

Previously: Apple faces questions from U.S. Senator, class-action lawsuits, and tax reveal (Jan. 10)