iPhone X Supply Rapidly Improving, A Big Apple Manufacturing Win, Fixing the MacBook Pro

Today's Above Avalon email includes the following stories: 

  • iPhone X Supply Rapidly Improving
  • A Big Apple Manufacturing Win
  • Fixing the MacBook Pro

We begin today's email with my thoughts on the growing number of signs pointing to rapidly improving iPhone X availability. This has inevitably led people to question whether the situation reflects better iPhone X supply, weaker demand, or a combination of the two. We go over why I think better iPhone X supply is the driver. The discussion then turns to why we can't look at the HomePod delay in a vacuum when it comes to assessing Apple's manufacturing expertise. The email ends with my thoughts and observations on Marco Arment's recent article about fixing the MacBook Pro.

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