Apple Investors Skittish After Report on iPhone 8 Demand

The transcript discusses reports of Apple cutting iPhone 8 production by 50%, citing a Taiwanese newspaper. It highlights market reactions, with some investors skittish about the news. The discussion also covers consumer anticipation for the iPhone X, which may be affecting iPhone 8 demand. Analysts suggest production shifts towards the iPhone X, despite potential delays. AT&T's data shows fewer upgrades, indicating consumers may be waiting for the iPhone X. Overall, the transcript explores the implications of these developments on Apple's supply chain and market dynamics.

What are the implications of Apple's reported 50% cut in iPhone 8 parts orders?

In what ways do the comments from carrier executives influence perceptions of iPhone demand?

How do the reports about the iPhone 8's demand reflect on Apple's overall market strategy?

What does the analysis from Rosenblatt Securities suggest about the production mix between iPhone 8 and iPhone X?

What factors might be causing customers to delay upgrading to the iPhone 8?