It’s good to know that this forum is full of people who know a lot more than Apple how to do market analysis and penetration estimates for new products. 🙄🤣
It’s just funny to see so many know-it-alls claim to have known all along that 800k or whatever is too many. Give me a break.
So, except for anyone with actual experience with actual numbers for this market and for companies the size of Apple, I would respectfully say that these opinions are not worth much.
Beyond that, the report says that Apple scaled back their shipments. Would it have been better if they underestimated and got caught flat-footed?
And there is an assumption that Apple is losing money by revising these estimates. Apple knows extremely well how to manage supply chains and costs. So, again, with respect, unless you actually have more experience, thank you for your opinion, but it’s not worth much.