The Apple Effect in Asia

The video discusses the impact of Apple on various Asian companies, highlighting how a significant portion of their revenues is linked to Apple. It covers both hardware and software sectors, with a focus on companies like Nisha Printing, Japan Display, and Caleb. The video also touches on market trends in Tokyo and South Korea, noting the reopening of markets and the performance of companies like Samsung. Additionally, insights from Bank of America Merrill Lynch are shared, indicating stabilization in Apple's supply chain and an increase in iPhone estimates for the March quarter.

What trends are observed in the broader market in Tokyo?

How did Bank of America adjust their iPhone estimates for the March quarter?