Demand for iPhone XR may well be weaker than Apple and analysts expected. I don’t know. But I will say this: you can’t judge this from poor-mouthing from Apple’s Asian suppliers. Every year, right around now, reports appear that Apple suppliers are claiming Apple has cut orders because demand for the latest iPhones is weaker than Apple projected. Every year. Some years, like with the iPhone 6S models, that probably was true. Most years, it’s nonsense — like last year, with the iPhone X. Apple cuts orders from suppliers for all sorts of reasons, and they don’t explain the reasons to the suppliers. Note that I’m not saying Goldman based this note on supplier reports. I just wanted to get the above off my chest. But it is the case that the WSJ story that prompted the Goldman note was based on bad forecasts from Apple suppliers.
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