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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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Great analysis - really appreciate the detail. Adding in part of Apple's strategy - deprecating down rev product support. Apple tends to drop support for older platforms. For this reason, they will not release a new smaller iPad with an older chip. As DRAM and SSD prices drop, we may see a smaller, cheaper iPad, with all the latest features and good margin for Apple.
Consider a subtle aspect of Apple's success - hand-me-downs. Adults who crave the latest Apple product, give their year-old product to a kid or other relative when they buy their own toy - a double feel-good. This may impact the market value of low-end products for Apple. [ less... ]
Consider a subtle aspect of Apple's success - hand-me-downs. Adults who crave the latest Apple product, give their year-old product to a kid or other relative when they buy their own toy - a double feel-good. This may impact the market value of low-end products for Apple. [ less... ]
Great analysis - really appreciate the detail. Adding in part of Apple's strategy - deprecating down rev product support. Apple tends to drop support for older platforms. For this reason, they will not release a new smaller iPad with an older chip. As DRAM and SSD prices drop, we may see a smaller, cheaper iPad, with all the latest features and good margin for Apple.
Consider a subtle aspect of Apple's success - hand-me-downs. Adults who crave the latest Apple product, give their year-old product to a kid or other relative when they buy their own toy - a double feel-good. This may impact the market value of low-end products for Apple.