Apple to Blame for Supply Chain Reports, Analyst Piecyk Says

The transcript discusses Apple's production cuts reported by Nikkei and their impact on stock prices. It highlights Apple's decision to stop reporting unit sales, affecting market perceptions. The strategy of releasing budget iPhones is analyzed, with past attempts like the iPhone SE and 5C mentioned. The outlook for the holiday quarter is positive, with higher-priced models performing well. The trade war's impact on Apple is explored, noting potential supply chain shifts and price adjustments to mitigate tariff effects.

What factors contribute to the popularity of higher-priced iPhones among consumers?

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How does the average selling price (ASP) of iPhones provide insight into consumer preferences?

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What strategies is Apple employing to mitigate the effects of potential tariffs on their products?

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