Gene Munster: Apple iPhone 14 Pro pain in December will be March’s gain

On November 6th, Apple announced that China’s quixotic “Zero COVID” lockdowns were impacting its iPhone 14 Pro and iPhone 14 Pro Max supplies. The magnitude of the impact was left unsaid. As the quarter progresses, Loup’s Gene Munster and Co. have been tracking iPhone lead times and commentary from suppliers.
Apple’s iPhone 14 Pro and flagship iPhone 14 Pro Max
Gene Munster and Rebecca Mulberg for Loup:In the end, we believe that the best way to decode iPhone demand