If the replacement of the battery powder is bound to significantly reduce the power of new phones, Moskowitz estimates that 77% of iPhone users to replace the battery, the future even if only a small number of people choose to change the battery, will also have a considerable impact on iPhone sales.
Moskowitz basic assumption that 520 million iPhone users have become a candidate for the battery, of which about 30% may abandon the purchase, which means that the iPhone needs to reduce nearly 16 million, not only the iPhone X super loop to determine the dream broken, but also on Apple revenue Resulting in a 4% downside risk.