Munster Calls Lower iPhone X Projections 'Normal'

The transcript discusses Apple's strategy of overestimating supplier orders to ensure readiness, focusing on the iPhone 10's production and market expectations. It analyzes the sales performance of iPhone models in Q4 2017, highlighting the demand for the iPhone 10. The discussion also covers the average selling price (ASP) of iPhones, predicting a significant increase and its impact on consumer behavior and market demand.

Discuss the implications of the inventory levels in the US for the demand of the iPhone 10.

What does the report suggest about the production of iPhone 10s in the March quarter?