Cracks Start to Show in Apple's Supply Chain

The transcript discusses Apple's supply chain challenges, particularly with the iPhone X, and the difficulties in predicting demand for new products. It highlights the iterative nature of smartphone innovations and the readiness of suppliers to meet Apple's high standards. The discussion also covers market responses to the iPhone 8 and X, investor sentiment, and potential impacts on Apple's stock. Key dates for Apple's earnings and product launch are noted as crucial for understanding future market dynamics.

What issue did Apple face with the iPhone 7 that is mentioned in the video?

• A shortage of one color variant

• A delay in the release date

• A software glitch

• A problem with the battery

Which two major innovations are highlighted for the iPhone 10?

• Face ID and OLED screens

• Augmented reality and water resistance

• Wireless charging and dual cameras

• 5G capability and improved battery life

What challenge do suppliers face with the new iPhone 10 components?

• High production costs

• Lack of skilled labor

• Inability to meet quality standards

• Difficulty in delivering components

What does the lower upgrade rate reported by AT&T suggest about consumer behavior?

• Consumers are switching to other brands

• Consumers are not interested in smartphones

• Consumers are waiting for the iPhone 10

• Consumers are satisfied with older models

What could indicate strong demand for the iPhone 10 on launch day?

• A significant increase in stock price

• Positive reviews from tech experts

• Long queues at Apple stores

• A high number of pre-orders