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 are the main factors affecting Apple's supply chain as mentioned in the text?

How has the COVID-19 pandemic influenced Apple's revenue guidance?

What challenges does Apple face in diversifying its supply chain?

What investments is Apple planning to make despite the impact on their top line?

Discuss the implications of Apple's dependency on China for its supply chain.