This is MacO S Ken.

A couple of notes from the financial front, not a few issues for Apple in the UK and EU, and awards season begins

a new.

It is Friday the 8th of July 2022.

I'm Ken Ray and this is news from Maco West Ken,

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Whatever changes you've heard about upcoming iPhone builds

will have no material impact. That is the word from

Loop capital analyst Ananda Barua. The analyst is likely referring to the back and forth

between Digitimes and T.F. International analyst

Ming Chi Quo. Last week, Digitimes ran a piece saying that Apple was cutting or had cut orders

for iPhone 14 by 10% due to kinks in the supply chain.

That got a big nope from Ming Chie Quo, saying build plans remained unchanged.

Now a piece from Seeking Alpha has Berua

seeing a way that they can both be right, kind of.

The way that analyst sees it, Apple probably did shift the mix between iPhone 13 and 14 recently,

but whatever they did will have no discernible impact over the next few quarters. And besides other analysts are missing a big

part of the iPhone story anyway. According to Seeking Alpha, Barua also pointed

out that Wall Street continues to materially under model iPhone

average selling prices suggesting there is a good chance iPhone revenue in the

...