From Dan Gallagher's "Apple Has No Easy Road Out of China" posted Monday by the Wall Street Journal:
Apple's short-term problems depend on the patience of its most lucrative iPhone buyers. Its long-term problems will require the patience of a much larger constituency...
Growing unrest in China furthers the questions for Apple’s long-term direction beyond just near-term iPhone sales. Substantially all of the company’s products are manufactured in China. That reliance has grown more tenuous as tensions have risen between China and the U.S.
The unprecedented nature of the latest protests adds a new element of risk that is likely to hang over any foreign business operating in China, and Apple isn’t just any foreign business. It is the world’s most valuable company and is so large that it requires its own “city” just to build iPhones, shipments of which now exceed 230 million units every year. In a note earlier this month, Bank of America analyst Wamsi Mohan wrote that “meaningful diversification from China-based manufacturing is many years away” for Apple.
A reality distortion field sure would come in handy right now.
My take: It only Apple's (unannounced) mixed-reality goggles came with a built-in RDF setting ... now that would be a killer app!