Apple Cuts iPhone XR Pricing in Japan, Apple Resumes iPhone X Production, Canary in an iPhone Coal Mine

Today's Above Avalon daily update includes the following topics: 

  • Apple Cuts iPhone XR Pricing in Japan

  • Apple Resumes iPhone X Production

  • Canary in an iPhone Coal Mine

The iPhone news cycle continues to come in strong. Today’s email will be dedicated to discussing the latest developments. 

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Mosaic Theory for iPhone Order Cuts, Initial Thoughts on Apple’s iPhone Strategy in 2019, Apple’s Answer to Overserving iPhone Users

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Deep Dive into Apple Product Sales Estimates, Apple as a Toolmaker, Valuing a Toolmaker