There were generally week for week slips versus last Sunday’s post. This leads us to believe that Apple’s supply chain issues remain (but also that demand remains strong despite reports in the financial press that Apple was warning suppliers of weaker demand).

One item to contemplate here is that Verizon is beginning to experience supply issues with iPhone 13 (128 and 256 GB memory levels). This may be because they are experiencing the same “existing customer promotion” upgrades that we saw with AT&T last year. It also may explain some of the variances in availability between Verizon and AT&T.

Welcome comments and suggestions.