Steph McGovern

I just think of this season that's just gone almost to front run Apple.

We had Google with its announcements just weeks before.

Samsung often tries to do it.

Is that really where some of the competitive spaces come from?

And then there's a whole crop of other competitors in China, which is a huge critical market for Apple.

And that's a market where Apple has –

You know, sort of plateaued a bit and has seen rising competition from domestic players.

So it does have a lot of competition in different regions and on different fronts and at different price points, I would add.

Not all of its competition is at the premium end.

There are...

a whole bunch of brands, especially in Asia, that are making devices that are quite aggressively priced.

Well said, Dana Wallman.

Great to get the context.

We thank you.

Now it's time for Talking Tech.

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lawmakers are actually pushing to curb imports of Chinese-made grid components, which could hit sentiment for CATL further, Morgan Stanley wrote.

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