Apple's Problem Is Supply Chain Disruption, Says Cowen Analyst

The transcript discusses the impact of supply chain disruptions on Apple's operations, particularly due to the virus and its effect on demand and supply. It highlights Apple's revenue guidance, noting a significant impact on iPhone sales and EPS. The discussion also covers Apple's efforts to diversify its supply chain, emphasizing the challenges and time required to reduce dependency on China.

What is the primary reason for the supply chain disruption affecting Apple?

• Changes in consumer preferences

• Virus-related facility closures

• Increased demand for products

• New product launches

How much did Apple reduce its sales forecast for the March quarter?

• 20%

• 25%

• 10%

• 15-16%

Which product's sales are most affected by the current situation according to the transcript?

• Apple Watch

• iPad

• MacBook

• iPhone

What is one of the new areas Apple is investing in despite the current challenges?

• Retail stores

• Home appliances

• Modem business

• Automobile industry

What is a significant challenge for Apple in diversifying its supply chain?

• Lack of skilled labor

• Limited market demand

• High transportation costs

• Long time required for logistics changes