Apple IPhone Supplier Predicts Weak Demand

The transcript discusses Murata Manufacturing's expectations for reduced iPhone 14 production due to declining demand. Apple's stock performance is analyzed, showing a potential fifth consecutive day of losses. The focus is on the lower-end iPhone 14, with demand dropping, while high-end models face supply issues. The transcript highlights the contrast between high-end and low-end market dynamics, with demand for high-end models improving in North America. Overall, the discussion centers on the challenges of balancing supply and demand in the consumer electronics market.

What is the expectation of the key supplier regarding the production of the iPhone 14?

What did Mario Nakajima, the CEO of Murata, imply about the demand for the iPhone 14?

How has the production target for Apple been adjusted according to Bloomberg?

What does the situation with wait times for delivery of the iPhone 14 Pro indicate about its demand?

What is the current situation regarding the demand for lower-end models compared to higher-end models?