Apple Will See Upgrade Cycle: Analyst Milanesi

The transcript discusses Apple's technology upgrades, focusing on market segmentation between early adopters and users with older devices. It highlights the impact of material changes like titanium on consumer choices and the transition to USBC for portfolio consistency. Apple's sustainability efforts and product innovation are explored, particularly in the context of the Apple Watch's role in the health and fitness market. The significance of the iPhone 15 in the Chinese market is also examined, emphasizing the importance of processors in consumer decisions.

How does Apple's sustainability narrative relate to their product materials?

Why is the iPhone 15 considered important for the Chinese market?