Apple May Delay Product Launches, Analyst Says

The transcript discusses the potential economic impacts of the coronavirus, focusing on demand and supply shocks, particularly in China. It highlights Apple's significant role in the semiconductor market and the potential risks to its supply chain. The discussion also covers Apple's market position, ownership by ETFs and funds, and the potential delays in its product launches due to supply chain constraints.

What are the two main risks highlighted in the first section regarding the impact of the coronavirus?

• Supply shock and demand shock

• Interest rate hikes and currency devaluation

• Inflation and deflation

• Currency devaluation and inflation

How much does Apple spend annually on semiconductors, according to the second section?

• $50 billion

• $40 billion

• $30 billion

• $20 billion

What percentage of S&P 500 companies have discussed the potential impacts of the coronavirus?

• 100%

• 75%

• 50%

• 34%

In the third section, what is the expected impact on Apple's product launches due to supply chain issues?

• No impact

• Minor delays

• Cancellation of launches

• Significant delays

What strategy do active funds use to gain exposure to Apple, as mentioned in the third section?

• Purchasing stocks in Apple's supply chain companies

• Investing in Apple's competitors

• Avoiding Apple-related investments

• Directly buying Apple stocks