One investment firm isn’t so sold on tales of disastrous iPhone order cuts, and instead, is bullish on what they see as better than expected order volume across Apple’s supply chain.
iPhone 15 Pro Max — Apple’s current sales leader
iPhone 15 Pro Max — Apple’s current sales leader
In what has become an annual tradition, reports have emerged out of China of a potentially terrible year of iPhone sales. In the spring, supply chain estimates are made, and they are invariably said to be deep cuts in estimated sales volumes, beyond what investment firms believed to be the case.
Morgan Stanley disagrees. In a note to investors seen by AppleInsider Erik Woodring notes that the firm’s Greater China team has raised June quarter iPhone builds — which will partially encompass the fall iPhone 16 cycle.
Go Here to Read this Fast! Morgan Stanley fires back at iPhone doomsday research
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Morgan Stanley fires back at iPhone doomsday research