Apple Is Asking for Fewer Components From Suppliers

The transcript discusses Apple's supply chain management, market interpretations, and demand for iPhones. It highlights issues with OLED supply and how it affects production. The conversation also covers Apple's strategies to improve efficiency and manage demand through programs like the Apple Upgrade Program. Additionally, it touches on Apple's in-house development efforts, particularly in semiconductors, and speculates on future products like smartglasses.

In what ways might Apple's in-house production strategies impact future product demand?

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What are the potential future products Apple might explore based on current R&D investments?

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