Nikkei Throws Cold Water on iPhone X, iPhone X Demand Worries Overblown, Apple Supplier Refutes Nikkei's iPhone X Claim

Today's Above Avalon daily update includes the following topics: 

  • Nikkei Throws Cold Water on iPhone X
  • iPhone X Demand Worries Overblown
  • Apple Supplier Refutes Nikkei's iPhone X Claim

We discuss my thoughts on Nikkei's report about Apple slashing iPhone X production on weaker-than-expected demand. The discussion then turns to why I think growing concerns over iPhone X demand are overblown. The email concludes with one Apple supplier pushing back against Nikkei's iPhone X production cut claim. 

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