Apple Investors Skittish After Report on iPhone 8 Demand

The transcript discusses reports of Apple cutting iPhone 8 production by 50%, citing a Taiwanese newspaper. It highlights market reactions, with some investors skittish about the news. The discussion also covers consumer anticipation for the iPhone X, which may be affecting iPhone 8 demand. Analysts suggest production shifts towards the iPhone X, despite potential delays. AT&T's data shows fewer upgrades, indicating consumers may be waiting for the iPhone X. Overall, the transcript explores the implications of these developments on Apple's supply chain and market dynamics.

What was the reported percentage cut in iPhone 8 parts orders according to a Taiwanese newspaper?

• 75%

• 50%

• 100%

• 25%

What was the market's reaction to the reports of iPhone 8 production cuts?

• Complete market crash

• No change in stock prices

• Increased stock prices

• Mixed reactions with some declines

What might be a reason for the anemic demand for the iPhone 8?

• Lack of marketing

• Consumers waiting for the iPhone X

• Switching to Android phones

• High demand for iPhone 8

What production issues are associated with the iPhone X?

• Lack of demand

• Excessive production

• No issues reported

• Delays due to various problems

What does the decrease in upgrade rates at AT&T suggest about consumer behavior?

• Consumers are switching to Samsung

• Consumers are waiting for the iPhone X

• Consumers are satisfied with their current phones

• Consumers are buying more iPhone 8s