Is the threat of U.S. tariffs making Apple’s iPhone demand look better than it actually is?

Tae Kim for Barron’s:On Tuesday, KeyBanc Capital Markets analyst John Vinh said positive signals coming from Asian suppliers of iPhone parts may be due to preparation for tariffs that could take effect in December, rather than better demand trends.
“It remains unclear to us whether the increased demand from the supply chain is end-demand-driven as our latest carrier survey results continue to indicate demand is largely ‘OK’ and ‘in line’ with expectations, whi