Campling: Apple's at End of Their Innovation Curve

The transcript discusses the challenges faced by Apple and Samsung in the smartphone market. It highlights the supply-demand imbalance for Apple's products, particularly the high demand for the jet black model. Samsung's recall of its products due to safety issues is examined, along with its impact on market momentum. The conversation shifts to Apple's market position, with analysts divided on its innovation trajectory. The financial implications for Apple, including gross margin concerns and the competitive landscape in China, are also explored.

What factors contribute to the analysts' divided opinions on Apple's future?

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Discuss the potential risks Apple faces in maintaining its gross margins in the current market.

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