How Apple's iPhone X Supply Issues Might Impact Sales

The video discusses the impact of supply issues on iPhone sales, particularly the iPhone 10, due to a bottleneck in the 3D sensor module. Despite these challenges, there is a strong market appetite, especially in China, and a strategic pricing approach is in place. The discussion also covers the potential revenue impact on the December quarter and how it might affect future quarters. The importance of the iPhone cycle over quarterly earnings is emphasized, suggesting that any revenue shortfall in the December quarter could be recovered in subsequent quarters.

What was identified as the major bottleneck in the iPhone 10 supply chain?

• Battery production

• 3D sensor module

• Software development

• Screen manufacturing

How is the demand for the iPhone 10 in China described?

• Moderate

• Low

• Voracious

• Declining

What strategy is Apple using to differentiate its smartphone market?

• Reducing production costs

• Offering a range of price points

• Focusing only on high-end models

• Increasing advertising

What is the expected impact of the iPhone 10 cycle on Apple's quarterly revenue?

• It will spread revenue across multiple quarters

• It will only affect the December quarter

• It will have no impact

• It will decrease overall revenue

According to the discussion, what is considered more important than the quarterly earnings outlook?

• The supply chain efficiency

• The marketing strategy

• The stock price

• The iPhone 10 cycle