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Nope, those iPhone 14 Pro sales aren’t lost forever [Comment]


Apple analyst Ming-Chi Kuo suggested earlier this week that tight supply constraints could cost the company as many as 15-20M iPhone 14 Pro sales. Not just temporarily, he argued, but permanently: Most of those sales would just “disappear.

He’s not the only person to suggest this, and there are four arguments that can be made in support of the view – but I don’t buy any of them …

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