Apple iPhone 15 Demand Exceeding Expectations, Analyst Ives Says

Dan Ives discusses the new iPhone's overheating issues, which Apple plans to fix with software updates. Despite these issues, demand for the iPhone is higher than expected, with lead times extending beyond previous models. The conversation also touches on Apple's marketing strategy, which may involve creating a perception of scarcity. Apple continues to gain market share, particularly in China, despite competition from Huawei.

What factors contribute to the perceived scarcity of iPhones according to the discussion?

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In what ways has Apple gained market share in the smartphone market?

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