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FaceTime alternative ToTok is a spy tool, purged from App Store

 

Popular social messaging app ToTok has been found to spy on its users —and it likely was developed by the government of the United Arab Emirates to keep tabs on its citizens.

ToTok

Similar to WhatsApp and Skype, Emirati user-to-user messaging app, ToTok, is designed to connect people. However, American officials have found that the app has a far more sinister purpose.

Officials have found that the government of the United Arab Emirates have been using ToTok to track users. This includes, but is not limited to data mining text conversations, collection of physical locations through location services, and recording of any sound and audio used by the device.

The appeal of ToTok was that it functioned well in countries, like the United Arab Emirates, that have restricted other more popular messaging services. This is, in part, why ToTok had gained popularity in the Middle East, as many citizens are not able to use popular messaging apps like WhatsApp.

Originally available for both Android and Apple devices, ToTok had gained popularity in the Middle East, Europe, Asia, Africa, and more recently in North America. Chinese telecom giant Huawei even promoted the app in advertisements.

Both Apple and Google have removed the app from their app stores. Users who previously downloaded ToTok will still be able to use the app until they manually remove it from their phones.

Its user base is primarily based in the UAE. But, during its few months of availability, it became one of the most downloaded social apps in the United States prior to its removal from the App Store and Google Play.

According to the New York Times, it is unclear when intelligence officials first determined that ToTok was being used to track users and mine data. One person familiar with the situation had said that American officials have warned some allies internally about the dangers of ToTok

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Review: Braven’s Flye Sport Rush wireless earbuds have great sound — and a design flaw

The Flye Sport Rush wireless earbuds are sweat-proof, rain-proof, long-wearing earbuds geared toward athletes and outdoor enthusiasts of all kinds, but they still miss the mark with an important feature.

Flye Sport Rush

Today we’re taking a look at the sports-centricFlye Sport Rush.They’re IPX5 rated, meaning they’ll stand up to sweat and rain, and their extra-long battery life encourages you to take them on all your adventures.

Audio quality

Let’s start by putting this out here: the Flye Sport Rush earbuds have incredible audio quality for something that costs less than $100. As long as you take a few minutes to figure out what ear-tips work best on the earbuds, you can get that perfect snug fit that helps to round out the sound.

The bass is surprisingly deep, the mids pleasingly full, and the highs refreshingly crisp. We were quite impressed. Again, you’ll need to make sure that you get the proper fit, but Braven includes several different tips to help you find what you need.

We’d be remiss if we didn’t remind you to listen to your audio at reasonable volumes, and with earbuds, it’s doubly crucial as there’s not much of a buffer between your ears and the sound.

As far as microphone quality goes, the Fly Sport Rush earbuds were okay. The microphone doesn’t seem to be particularly special, but in our test calls, we could easily hold a conversation without any problem.

Comfort

The Flye Sport Rush earbuds are a bit divisive when it comes to comfort. We found that, when a person is capable of finding a set of tips that work for them, the Flye Sport Rush were comfortable enough to wear for several hours at a time. They felt secure and those who liked them seemed to like them quite a bit.

However, when someone was in between sizes or had ear canals that seemed too small for even the smallest provided tips, it didn’t take long for them to cause immense pain.

Stiff rubber ear wings

The ear wings —a bit of flexible rubber designed to keep the earbuds in your ears while active —could have been softer as well. When hooked into some people’s ears, even the smallest ear wings provided more pressure than was bearable. Thankfully, Braven does include a wingless-cover, which eliminates that problem, though at the cost of them feeling more secure.

We suggest that anyone who has small ear canals or ears look elsewhere, but for the average user, these are probably going to be quite comfortable.

Controls

Here’s where we’re going to have to dock points off the score —the controls. The Flye Sport Rush earbuds do feature on-device controls, but it’s not likely that users are going to want to use them.

To change a song or pause music, users will need to physically push a button on the outside of the earbud, rather than tap them like AirPods. By pushing on the earbud, a user will uncomfortably push the device further into their ear canal.

Not only is this moderately painful to do, but it can also cause damage to the area in and near the ear canal. We do not advise anyone use the on-device controls for that reason.

Battery life

These earbuds have a better-than-average battery life, coming in at just over ten hours when played at a regular volume. The charging case can charge the earbuds a few times, giving nearly 36 hours total playback.

In addition to long battery life, there is a handy rapid charge feature. Ten minutes in the case gives you a full hour of playback, perfect for those moments when your headphones unexpectedly run out of battery.

The earbud case charges via micro-USB, which is disappointing. We hoped that Braven would have made them compatible with USB-C.

Overall

Braven’s Flye Sport Rush earbuds are a respectable contender in the entry-level truly-wireless earbuds category. Their excellent sound quality earns points from us, but we wish that we would have seen integrated touch controls rather than the downright painful push-button. If you’d like to get your own Flye Sport Rush earbuds, head over to Zagg, where they retail for $79.99.You can score an extra 20% off at checkout by using the code INSIDER20 from now through 12/31/19.

Score: 3 out of 5

    Pros

  • Excellent sound quality
  • Above average battery life
  • Sweat and rain-proof
    Cons

  • Poorly designed device controls
  • Highly variable tip sizes
  • Stiff ear wings
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Hands on: Apple Pro Display XDR

We finally have our hands on Apple’s new Pro Display XDR, the company’s first branded monitor since the cancellation of Thunderbolt Display in 2016. Follow along as we run through the pro-level display’s design and features.

Pro Display XDR

Pro Display XDR

Apple’s new pro-oriented display comes in at 32 inches when measured on the diagonal and sports a 6K resolution of 6,016-by-3,384 pixels for a pixel density of 218 PPI.

Unboxing and setup

The display arrives in a large — yet thin — cardboard box. Opening the box, which boasts an unusual linen-like texture, reveals the display centered above a small box of peripherals.

Included is Apple’s signature polishing cloth, a power cable, and a Thunderbolt 3 cable. Both the Thunderbolt 3 cable and the power cable are black and wrapped in nylon, similar to the braided nylon USB-C to Lightning cable included with the Mac Pro itself. It’s disappointing Apple doesn’t sell this premium Thunderbolt 3 cable as a standalone product.

[youtube https://www.youtube.com/watch?v=p3xiMpN3TKc&w=560&h=315]

Moving on to the display itself, after removing both the soft paper shell and adhesive screen protector, we finally get a good look at the Pro Display XDR.

In-person, it feels much thinner than we had originally expected, but it is a very solid-feeling block. There are no curved or beveled edges other than the slightly rounded corners. The back is etched with the same 3D lattice pattern found on the Mac Pro.

Pro Display XDR lattice

Pro Display XDR lattice

This lattice effect is not only eye-catching, but serves a functional aspect as well. With so many openings, it allows maximum airflow for all the components needed to power such a bright and pixel-dense display.

Pro Display XDR ports and stand mount

Pro Display XDR ports and stand mount

Also on the back is a single Thunderbolt 3 port, as well as a trio of USB-C ports for connecting additional peripherals.

To use the display, simply connect the Thunderbolt 3 cable to both the monitor and your Mac Pro (or other compatible machine).

Pro Display XDR works in portrait orientation

Pro Display XDR works in portrait orientation

There is no configuration or setup necessary and it works in both portrait and landscape orientations. As a nice touch, the display automatically detects when it changes orientations and adjusts your resolution to match.

A phenomenal-looking display

Without going into all the specs, the new Pro Display XDR is a very impressive display. With its 6K resolution, it has a maximum sustained brightness of 1000 nits though it can top out at 1600 nits to support HDR content.

Pro Display XDR has great HDR support

Pro Display XDR has great HDR support

Speaking of HDR content, the Pro Display XDR can handle HDR10, Dolby Vision and HLG playback. We watched a few Dolby Vision videos on the Mac Pro and can say whether you are watching or creating high dynamic range content, you will be happy.

The display was exceptionally bright and even with our glossy model did an excellent job of reducing glare. If you prefer a glare-free option, Apple does sell a nano-etched model for an extra $1,000.

Apple’s new Pro Display XDR is available to order now for $4,999. The nano-etched version clocks in at $5,999 and if you want Apple’s Pro Display stand that is an extra $999 at checkout.

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FCC retest vindicates Apple on iPhone RF exposure claims

 

The iPhone complies with U.S. standards for RF exposure, the FCC has confirmed after performing a battery of tests on the smartphone. Regulators promised to evaluate Apple’s handset following an August report by the Chicago Tribune claiming that the model breaches consumer safety rules.

A cellphone tower collection.

A cellphone tower collection.

In August, it was claimed by independent testing conducted by the Chicago Tribune that there was an issue with the iPhone 7 and iPhone 8, with regards to radio frequency broadcasts. Performed by the RF Exposure Lab, the tests showed iPhone 7 exceeded the amount of exposure the FCC permits devices to expose to a user, by a considerable margin.

The retest, conducted by the FCC, included a mix of devices supplied by Apple and Samsung, as well as others purchased by the FCC. Testing was performed between Aug. 30 and Sept. 23.

All of the devices tested at the FCC’s own lab — not a contractor — were under the maximum legal limit of 1.6 watts per kilogram or less, over 1 gram of tissue that is absorbing the most signal. The legal limit is derived from a safe limit, which is about 50 times higher.

Test results, via the FCC

Test results, via the FCC

The previous testing commissioned by the newspaper measured levels between 2.5 watts per kilogram and 2.81 watts per kilogram, far above the legal limit for exposure.

At the time of the original test, Apple took issue with the results and in a statement said the results “were inaccurate due to the test setup not being in accordance with procedures necessary to properly assess the iPhone models.” Apple added that “all models are fully certified by the FCC and counterparts in other countries where iPhones are sold, with Apple further proclaiming “we are in compliance and meet all applicable exposure guidelines and limits.”

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Apple TV+ comedy’ series Mythic Quest: Raven’s Banquet’ debuts on Feb. 7

 

Apple on Wednesday announced “Mythic Quest: Raven’s Banquet,” a hotly anticipated comedy series from “It’s Always Sunny in Philadelphia” creators Charlie Day and Rob McElhenney, will debut as an Apple TV+ exclusive in February.

Mythic Quest

Produced by McElhenney and Day, and co-created by co-created by McElhenney and fellow “It’s Always Sunny in Philadelphia” executive producer Megan Ganz, “Mythic Quest” delves into the challenges of running a successful video game studio, Apple said in a press release today.

McElhenney stars in the show and is joined by Ian Grimm, Academy Award-winner F. Murray Abraham, Danny Pudi, Imani Hakim, Charlotte Nicdao, David Hornsby, Ashly Burch and Jessie Ennis. A number of members in the ensemble cast are comedy series veterans, including Pudi (“Community”) and Hornsby (“It’s Always Sunny”).

Along with McElhenney and Day’s RCG, the series is produced by Lionsgate, 3 Arts Entertainment and Ubisoft.

All nine half-hour episodes are slated to launch on Feb. 7, 2020, as an Apple TV+ exclusive. Whether the series is a limited special or will be up for renewal is unknown.

News of “Mythic Quest” arrives one day after Apple announced “Visible: Out on Television,” a five-part documentary series focusing on the LGBTQ’s impact on television.

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Chinese app makers can now enroll in Apple Developer Program through Apple Developer app

 

Apple on Tuesday updated its new Apple Developer app to support Developer Program enrollment for coders based in mainland China, offering the feature as an app-based renewable subscription for the first time.

Apple Developer app

Announced in a post to Apple’s developer website, the new Apple Developer app capability enables a fast and easy membership route for Chinese developers.

With in-app purchase support, app makers are able to start and finish their membership purchase with local payment methods on iOS devices like iPhone or iPad, negating the need to visit Apple’s dedicated web portal. And like other versions of the Apple Developer app, enrollment in the Developer Program appears as an auto-renewable subscription, facilitating painless upkeep and account management.

Apple introduced the Apple Developer app in November as a reworking of its dedicated WWDC app. Along with options for Developer Program enrollment and account management, the title offers access to year-round news, informational videos and other assets deemed helpful to the app making process.

Previously, developer content was spread across the WWDC app, Apple’s developer webpage and other online repositories. According to Apple, the redesigned app will serve its original role as a guide to the Worldwide Developers Conference when the gathering takes place in June.

Initially available to U.S. users, the option to enroll in Apple’s Developer Program through Apple Developer will slowly roll out to additional locales. China is one of the first to net the feature.

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Three days with Apple’s new Mac Pro: incredible speed that will accelerate with time

The Mac Pro is here. It is very fast now, and as developers get a handle on the machine and what it can do, it will only get faster.

The new 2019 Mac Pro


The new 2019 Mac Pro

After a half-year wait, the Mac Pro has shipped. We knew that it would be a conversation-generating subject —but we all grossly underestimated how complex a topic it would be. From a technical standpoint and from ongoing discussions about what it means to Pro users now and in the future, this latest Mac demands to be examined and delved into.

AppleInsider has been testing two different configurations of the Mac Pro since last week. We’ve been able to use the “low end” $5999 configuration, as well as the 24-core configuration with the Vega II Duo video card, the Afterburner card, and 192GB of RAM worth $22,199.

[youtube https://www.youtube.com/watch?v=blUjahvjzU4&w=560&h=315]

With these or any other configuration, it should go without saying that the Mac Pro is complete and utter overkill for daily tasks and for most users. Your money could —and really should —be better spent elsewhere.

What the Mac Pro is, and what the Mac Pro is not

Apple’s original Mac Pro back in 2006 had configurations as low as $2199. But from a price to performance standpoint, it was the quad-core 2.66 GHz machine at $2499 that had the best bang for the buck. When you hear people remembering the Mac Pro, it was the great days of the $2499 model.

There were higher-end models too. The quad-2.66 and the 2.0GHz model were aimed at the market that Apple had previously served with the lower-end G5 towers, and the lower-priced G4 towers before that. The lower end of the lineup had tower-like pricing, and the higher-ends had pricing more similar to the workstations of the day.

As released in 2019, the new $5999 Mac Pro has more in common with those higher-end configurations from back in the day. And it is competitively priced similar to Windows workstations.

There is an argument to be made that there is value in a configurable tower with consumer-oriented Intel processors, one that we have made before. The Mac Pro as it stands today is not that, and wasn’t ever intended to be that —and that is also an argument we have made before.

The Mac Pro ships with black Apple accessories including the Magic Keyboard, Magic Mouse, Magic Trackpad 2

The Mac Pro ships with black Apple accessories including the Magic Keyboard, Magic Mouse, Magic Trackpad 2

As has been robustly discussed in the AppleInsider forums, perhaps Apple would have been better served calling the new Mac Pro, the “Mac Workstation” or something similar to break the fixed mindset of the halcyon quad 2.66GHz Mac Pro. But, it didn’t, so here we are.

It’s okay to like the Mac Pro for what it is —a reasonably priced workstation —and still think that an Apple-engineered midrange tower like that 2.66GHz Mac Pro is a good idea. The two concepts aren’t mutually contradictory, nor should they be wedded.

Mac Pro in the real world

One of our sources that we’ve relied on for over two decades has a very computationally-intensive task that can easily be broken up into sub-tasks and performed with GPU assistance. We really can’t delve into the specifics of the application or the calculation, but the need for it has remained static over the years. And, the more timely the result, the better.

At the beginning of our relationship before the turn of the century, the calculation took three days to perform. Even as recently as 2016, the same task would take one full day.

On the Mac Pro 2019, on Sunday night, it took just a hair under four minutes using the 24-core Mac Pro configuration with a single Vega II Duo card, and the Afterburner.

The speed improvements go beyond just custom software. As a general rule, on the eight-core Mac Pro, we’re seeing video encode times half of what they are on a high-end i9 MacBook Pro. The Mac Pro hit about 96 percent total CPU utilization.

The same encode on the 24-core model halves the shorter time again with about 80% total CPU utilization —leaving power for other tasks at the same time without impacting encoding times. It’s the early days of our testing, but we also see 10-bit 8K video processing faster than real-time.

One of several massive cooling fans on the Mac Pro that remain quite quiet

One of several massive cooling fans on the Mac Pro that remain quite quiet

Between that, some other less-intensive video work that we’ve done, and other observations that we’ve made so far, even the “low end” is a brutally fast, incredibly quiet machine.

The total Mac Pro package

Hardware and operating system are two points of the computing triangle —the third is software. The software that had the incredible speed gains that we cited earlier is custom, and the coders responsible for the application in question have historically jumped on new macOS features immediately, like Metal 2.

Other developers aren’t there yet. Because of that, the Mac Pro is built for tomorrow for most, not today. But, that’s okay, as long as you’re forward-thinking, as tomorrow is always on the way.

The Mac Pro with the case removed

The Mac Pro with the case removed

Metal has been around for more than half a decade, and has had slow uptake outside of Apple’s walls. Setting the table for the Mac Pro, Apple shipped Metal 2 in macOS Catalina in anticipation of its new hardware, using Metal Peer Groups to rapidly share data between multiple GPUs in the new Mac Pro without hitting the CPU or system memory so hard.

This isn’t seamless, though. Applications need to be correctly coded to take advantage of Metal 2 APIs. And, that Afterburner card has uses outside of Apple’s proscribed ones, but it also requires just the right kind of workflow, and coding to boot.

There are other considerations. Our testing has so far shown that even under massive load, Photoshop won’t use more than 10 cores. Other software has similar limitations, but we expect these limits to disappear as developers update software to fully leverage the new hardware.

A Radeon Pro 580X MPX module

A Radeon Pro 580X MPX module

Not everything can use the Afterburner card, so videographers will need to assess their software to see if that Afterburner makes sense, or if another video card will.

Like when Apple shifted to Intel, it’s going to take a while for coders to take full advantage of what Apple has brought to the table with the Mac Pro. And, when it settles out, your sweet spot in the vast Mac Pro price range will vary.

And, these code improvements will have a positive impact on folks that don’t have the Mac Pro.

No one true Pro, no one true Pro workflow

Every single AppleInsider reader has a unique workflow, and everybody has specific needs.

We’ve said it before, you don’t need the Mac Pro to be a pro, and having a Mac Pro doesn’t by default make you a pro. We aren’t fans of Apple’s wide-brush use of the term, but what you can always assume is that the products that have the name applied, are higher-end than the ones that don’t.

The front handle of the Mac Pro

The front handle of the Mac Pro

What we know so far is that the Mac Pro is an incredibly powerful machine. Today, it isn’t as fast as it will be in just a few months as more and more software takes advantage of what it brings to the table.

If you’ve gotten this far, you already know if you need one for work, or if the time-savings you will glean from it are worth it to you or your organization versus what it costs.

Still a lot to talk about

Since the Mac Pro debuted at WWDC, we’ve discussed what the machine will do with the target market, and what it can do for them. Now that the rubber has hit the road, these conversations have kicked into high-gear, and we’ve found that this is still very much a learning experience for everybody. Assumptions are being challenged, for better and worse,

Because of all this, our full review of the Mac Pro is going to take some time, and there will be a lot of steps along the way as we dive deeper into the hardware.

Where to buy

Apple’s Mac Pro starts at $5,999 and can run upwards of $53,000. Discounts are starting to trickle in, though, and shoppers can save $400 on the standard model with coupon code APINSIDER at Adorama when using this special pricing link.

For the latest deals and product availability, check out the AppleInsider Mac Pro Price Guide.

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Three Apple products make ‘Time’ magazine’s best gadgets of the decade list

 

“Time” magazine has selected what it calls the most significant ten gadgets that made their first appearance in the 2010s —and Apple has three entries.

The original Apple iPad from 2010

The original Apple iPad from 2010

The devices in Time magazine’s list of “the decade’s most important and influential gadgets” include ones from all the major technology firms such as Apple, Google, and Microsoft. However, only Apple is listed more than once.

Time does not number its list, and it says the set isn’t a ranked top ten, but instead is a collection of devices that all do one thing.

“[They] tell the story of a new way of thinking, a slow-moving paradigm shift set to change the way we approach the personal technology we interact with on a daily basis,” says Time.

Such a device is the iPad, Apple’s first entry on the list.

“Before the iPad’s introduction in 2010, the idea of a ‘tablet computer’ was mostly relegated to slick science fiction movies and unwieldy laptop-adjacent monstrosities running terrible software,” explains Time. “Apple’s iPad — like the iPhone before it — resulted in a cultural shift for personal computing, and set the tone for the next decade of portable devices.”

Time also says that competitors have had “ample time” to catch up, they haven’t. The magazine makes the same point about Apple’s next entry on the list, too.

“While many have tried, no one has been able to match the polish and performance of the Apple Watch, which set the standard for what a smartwatch could do.”

While calling the original version a tool for “fashion-deficient nerds,” Time says the Apple Watch has now become a “mainstream accessory.”

Apple's AirPods

Apple’s AirPods

There’s no such qualification for Apple’s third entry, as Time says AirPods “quickly became an icon in their own right.”

“AirPods even carry social significance,” the magazine continues, “transforming them into earbuds that double as a not-so-subtle status indicator.”

Microsoft also gains a spot on the list for its Xbox Adaptive Controller.

“Unfamiliar with the Adaptive Controller?” asks Time. “That’s OK! But the elegantly executed idea has opened up a world of delight for gamers with disabilities.”

The other devices on Time‘s list range from the Tesla Model S car to the Raspberry Pi. Google’s Chromecast gets a mention, as does Amazon’s Echo and the Nintendo Switch.

Time magazine has previously included the iPhone X as one of the best inventions of 2017 and used iPhones to shoot magazine covers for its ‘Firsts’ documentary series.

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Twelve South sale on Amazon knocks up to 69% off AirPods, Apple Watch, Mac & iPhone accessories

 

Amazon is running a holiday sale on Twelve South accessories for Apple products, with bonus savings on a variety of cases, chargers and stands for Apple AirPods, iPhones, iPads, MacBooks, iMacs and Apple Watches.

Twelve South Apple accessory sale on Amazon

Save money on stocking stuffers

Amazon, as part of its 12 Days of Deals holiday promotion, is discounting Twelve South accessories for your favorite Apple products, including AirPods.

With savings of up to 69% off and most items scheduled to arrive before Christmas, now is the time to pick up fun stocking stuffers and gifts for the Apple fan in your life.

AirPods accessories

Apple Watch accessories

iPhone accessories

MacBook accessories

iPad Pro accessories

USB-C Hub

iMac accessories

Additional Apple deals

AppleInsider and Apple authorized resellers are also running additional exclusive savings on Apple hardware for the holidays that will not only deliver the lowest prices on many of the items, but also throw in bonus deals on AppleCare, software and more. These offers are as follows:

Interested in additional Apple hardware? See if there is a Mac, iPad or Apple Watch deal that will save you $100s by checking out prices.appleinsider.com.

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AAPL analysts spar over state of Chinese iPhone sales

China, the world’s largest smartphone market, has been nothing short of a moving target for Apple. A salvo shots fired by top analysts this week only evidences one thing: the only near-term certainty with Apple and China may be more uncertainty.

Apple store in Hangzhou, China.

Apple store in Hangzhou, China.

Credit Suisse issued a cautionary note on Apple’s iPhone performance in greater China early Thursday morning. In the note, seen by AppleInsider, analyst Matthew Cabral said that checks showed a more than 35% yearly decline in Chinese iPhone shipments in November — trailing far behind a broader Chinese smartphone market that has remained relatively flat over the same period.

In presenting the data, Cabral acknowledged the challenging year-over-year compare Apple faced given vast differences in the timing of its iPhone launches over the past two years and similarly cautioned clients about reading too much into potentially “volatile” monthly data.

Nonetheless, the November drop was the second straight double-digit decline in Chinese iPhone shipments, he said, following on the heels of a 10.3% yearly decline for October. That would imply a more than 7% overall decline in Chinese iPhone shipments since the launch of Apple’s iPhone 11 family, Cabral added, explaining that mix shift towards the lower-priced “iPhone 11” model amongst most the region and a significantly discounted Renminbi may only intensify Apple’s struggles.

Cabral’s note caused a stir amongst AAPL investors who, also fearing potential complications from a looming tariff deadline, sent shares sliding over 1.5% before reversing course on upbeat trade comments tweeted by President Trump a couple of hours later.

“While early indicators of demand on the iPhone 11 cycle were consistently better-than-expected, sustained softness in China (is an incremental concern, particularly given the increasingly easy [year-over-year] compares,” Cabral wrote. “At this stage, we’re hesitant to extrapolate weak Chinese data points broadly across Apple’s global footprint given our view that structural factors are at play (we see aggressive local competition and a narrower ecosystem advantage in China) and build plans remain largely unchanged, per our Asia team.”

Credit Suisse maintained its “Neutral” rating on AAPL shares with a $221 price target. The firm’s views on Chinese iPhone sales almost immediately came under scrutiny from rivals, with Evercore ISI analyst Amit Daryanani reiterating his firm’s newly established $305 price target and “Outperform” rating. He issued a note to clients urging them to “look past the [Chinese] iPhone noise and focus on several upside catalysts” that he believes will help the iPhone maker post a solid beat to earnings for its current December quarter.

“We think investors appear to be reacting to data-points related to China’s MIIT smartphone data that shows a decline in the month of November,” Daryanani said. He stressed the tough year-over-year compare that Cabal had originally alluded to while presenting his bearish Phone call — the fact that iPhone XR was launched in November 2018, while the iPhone 11 was released in September 2019.

When normalized over three months, Daryanani believes recent Chinese iPhone data “points to a trendline that’s actually up slightly at 3% year-over-year. The Evercore analyst issued a note to clients just one day earlier raising his target on AAPL shares to $305 from $275, vouching his opposing view that iPhone 11 sales will actually surprise to the upside this quarter, outperforming relatively low expectations due in part to $50 price cut between the iPhone XR to the iPhone 11 that “has been particularly well received in China.”

With a population of roughly 1.4 Billion, China and its smartphone market remain a massive, yet thus far elusive target for Apple and international smartphone vendors. Though it has outsold rival Samsung, Apple has only managed to muster up a single-digit share of the overall Chinese smartphone sales. The company is dwarfed by local rivals such as Huawei, Xiaomi, Vivo, and Oppo, who combine to control over 80% of the market.

In a move atypical for the company, Apple earlier this year admitted to overshooting the Chinese market with the iPhone XR and issued a revenue guidance warning, which ultimately saw sales in the region slip nearly 5% year-over-year.

“While we anticipated some challenges in key emerging markets, we did not foresee the magnitude of the economic deceleration, particularly in Greater China,” Apple CEO Tim Cook said at the time. “In fact, most of our revenue shortfall to our guidance, and over 100 percent of our year-over-year worldwide revenue decline, occurred in Greater China across iPhone, Mac, and iPad.”

Cook added that “while macroeconomic challenges in some markets were a key contributor to this trend, we believe there are other factors broadly impacting our iPhone performance, including consumers adapting to a world with fewer carrier subsidies, US dollar strength-related price increases, and some customers taking advantage of significantly reduced pricing for iPhone battery replacements.”

Though Apple may be making strides towards more attractively priced smartphones with the iPhone XR, its struggles to stem the bleeding and remain relevant in emerging markets could not be more relevant at a time where the company’s greatest prospects for revenue growth arguably lie within those same countries. According to a recent Bank of America global smartphone forecast released earlier this week, Apple lost share during the third quarter of the year in every key emerging and major market except for the US, including losses in China, India, and Latin America.

The firm’s Global Research division cited Strategy Analytics data in estimating that Apple currently maintains 12% of the global smartphone market, but just a wavering 5% share in China that’s expected face continued pressure over the next several years.

Just how much of Apple’s near term growth opportunity remains tied to China and its booming smartphone market is likely to remain a hotly contested debate. Of all the analysts who provide coverage of Apple, Morgan Stanley’s Katy Huberty has arguably had her finger closest to pulse when it comes to expectations in China.

“We caution extrapolating China iPhone Data points,” she said Friday, in an apparent jab Credit Suisse’s call. She reiterated her firm’s “Overweight” rating and $296 price target on Apple shares but shared nothing further.

The next time we expect to hear from Apple on how it’s faring in China will be late January 2020, when the company reports results of its current, first fiscal quarter of the new year.

At the close of trading on Friday, Apple stock closed at $275.15, a new all-time high. Notably, the Chinese government and President Trump announced that they agreed in principle for a “phase one” deal to hopefully wind down the trade war. Tariffs expected to commence on December 15 on a wide array of Apple products will not be implemented, and a 15% tariff placed on September 1 will be halved “in phases.”