Did iPhone 6 Demand Catch Apple by Surprise?

The transcript discusses the supply and demand challenges faced by Apple with the iPhone 6 and 6 Plus. It highlights the delays in receiving the iPhone 6 Plus due to high demand and limited supply. The components are not the issue, as Apple has not reported production problems. The supply of the 6 Plus is improving, while the iPhone 6 remains tight. This affects Apple's margins and financial performance, with potential impacts on future quarters. The discussion also touches on investor expectations and the importance of supply in determining quarterly results.

What does the demand for the iPhone 6 Plus suggest about consumer preferences?

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How might the supply issues affect Apple's financial performance in the upcoming quarters?

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