How Apple's iPhone X Supply Issues Might Impact Sales

The video discusses the impact of supply issues on iPhone sales, particularly the iPhone 10, due to a bottleneck in the 3D sensor module. Despite these challenges, there is a strong market appetite, especially in China, and a strategic pricing approach is in place. The discussion also covers the potential revenue impact on the December quarter and how it might affect future quarters. The importance of the iPhone cycle over quarterly earnings is emphasized, suggesting that any revenue shortfall in the December quarter could be recovered in subsequent quarters.

What strategies are mentioned regarding the pricing of the iPhone 7 and iPhone 8?

What is the significance of the iPhone cycle according to the text?