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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