Steven Milunovich on UBS

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Last quote by Steven Milunovich on UBS

We doubt the OLED model will be available, but our sources suggest a quick ramp in the Dec period.feedback
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Aug 02 2017
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All quotes by Steven Milunovich on UBS

Last year Apple initially provided the supply chain with high numbers only to cut numbers later. Given last year's misread on demand, its clear visibility beyond one quarter is limited causing Apple to play it safe for now. Apple could keep inventory lean through Dec in order to support what could be a difficult Mar.feedback

Procurement estimates for F1Q-2Q/17 [Fiscal quarters 1 and 2 in 2017] are down YoY [year over year], putting current consensus estimates for unit shipments growth in Dec and Mar at risk. We still believe the guide for Dec implies at least moderate unit growth.feedback

Apple is now only five points above Android's retention rate, an important level as it determines net switchers to iOS.feedback

This time we find higher overall smartphone purchase intentions the next six months with iPhone 7 interest especially strong in the US and rising demand for the Plus. However, China, is exhibiting signs of softness in F17, including lower interest in the 7 than the 6/6s.feedback

I'm probably not so much on that side of things, but to believe that they shouldn't be [acquiring new companies], you have to believe that the innovation is coming and that there will be some major new products over time, and I think the R&D budget suggests that that's likely.feedback

IPhone 7 interest [is] tepid ... [UBS China] distributor checks find that iPhone 7 sales are weaker than the 6s was out of the box [after launch]. Apple [is] losing share to domestic handsets ... Apple's brand remains strong, but the App Store can be difficult to access and slow.feedback

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Quotes by Steven Milunovich on UBS

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