Checks Suggest 'Material Reduction' to Apple (AAPL) Q3 5G iPhone Builds - Susquehanna

June 2, 2020 7:44 AM

Susquehanna analyst Mehdi Hosseini notes recent checks showed a "material reduction" in Apple's (NASDAQ: AAPL) Q3 iPhone 5G builds.

"This is consistent with our views on TSM and Memory, anticipating weaker smartphone end market demand in 2H20," Hosseini commented.

The analyst highlighted:


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