Apple Could Cut IPhone Production: Nikkei

The transcript discusses Apple's potential reduction in iPhone SE production by 20% due to the Ukraine war and inflation affecting consumer demand. It highlights Apple's history of managing production challenges and its recent market performance, including a nine-day winning streak. The discussion also covers potential cuts in AirPods orders and Apple's overall market performance, especially in the S&P 500, amidst rising yields.

What is the primary reason for Apple's decision to cut iPhone SE production by 20%?

• Supply chain disruptions

• Increased competition from other smartphone brands

• Impact of the Ukraine War and inflation on consumer demand

• Technological advancements in newer models

Which product's orders might Apple reduce by over 10 million units this year?

• Apple Watch

• iPad

• MacBook

• AirPods

In addition to hardware, what other sector is crucial for Apple's growth?

• Software development

• Retail stores

• Services

• Advertising

How has Apple performed in the S&P 500 over the last year?

• It has been a major underperformer

• It has shown average performance

• It has been delisted

• It has been a big outperformer

What financial factor is mentioned as a backdrop to Apple's market performance?

• Declining stock prices

• Stable currency exchange rates

• Rising yields

• Decreasing interest rates