Android foldables and midrange are where the bloodbath is.

Producing 52M doesn't mean selling 52M. Channel inventory matters.

India capacity coming online changes the geography of these headlines.

cope

I'll wait for Apple's earnings commentary. Third-party estimates swing a lot.

Curious how much of that was India production vs China. The mix keeps shifting.

here we go

If they're building ahead of the Sept cycle, some of this is pipeline for next SKUs.

Production ≠ sell-through; look at channel checks from carriers next.

If you've been on the fence since June, this doesn't really settle anything — just more noise.

Interesting that they held production while the broader market contracted.

People love to say Apple is doomed every slow quarter. Then September happens.

My friend who works at a carrier said something similar, so I'm inclined to believe it.

I'm less interested in the headline and more in what it means for pricing next week.

Would love a breakdown by model. Bet Pros carried revenue.

I mean, it tracks with what we've been hearing for months. Not exactly shocking.

China must still be the wild card in these production figures.

52 million feels about right versus last year's Q2. Flat-ish is the new up.

Shrinking market + stable Apple output = everyone else fighting over scraps.

Q2 is always the soft quarter for Apple. Wait for Sept–Dec numbers.