Huawei Passes Apple in Smartphone Share

The transcript discusses Apple's market position, focusing on Huawei's market share gains and Apple's sales strategy. It highlights concerns over tariffs affecting iPhone pricing and investor confidence. The growth in Apple's services and potential new product innovations, such as service bundles and smart glasses, are explored. Increased R&D spending is noted, emphasizing its role in enhancing supply chain control and potentially improving profit margins.

Discuss the implications of Huawei overtaking Apple in market share. What does this mean for Apple's strategy?

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In what ways can a company like Apple expand its profit margins despite potential stagnation in unit sales?

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