14-10-2019 23:59 via feedproxy.google.com

UBS: Overall iPhone demand in China was up 230% in September

UBS analyst Timothy Arcuri, in a note to clients, estimates iPhone demand in China wasup 230% in September, Philip Elmer-DeWitt reports for Apple 3.0:Monthly government data suggests overall iPhone demand in China was strong in the month of September, up ~230% vs. ~110% monthly growth last September… A stronger sell-through combined with our supply chain work leads us to believe there is upside to our current iPhone unit estimate of flat for the Dec. quarter and flat Y/Y in F20… Se
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