Mark Gurman predicts Apple will begin using Chinese memory (CXMT/YMTC) in Chinese iPhone models.
“I'm convinced that they're gonna start using Chinese memory instead of Chinese iPhone SKUs. Apple already has a unique SKU for China, so being able to, you you know, add the Chinese memory into that and carve that out, I think, is not that big of a lift from an operational standpoint.”
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Our resolution criterion
disputableApple incorporates Chinese memory suppliers (CXMT or YMTC) into Chinese iPhone SKUs.
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