suggested the release could be pushed back and mass production of the device may start in March.
"I think you have to plan for some form of a delay at this point," Munster said. "They can launch a product, but it may be in short supply." The ramifications from the coronavirus outbreak further highlight Apple's reliance on China. But investors aren't likely to view it as a meaningful impact to Apple's business in the long-term, Muller said. While last year's guidance revision could have been indicative of broader struggles for Apple in China, the coronavirus-related setbacks are more driven by store closures and getting facilities up-and-running after travel restrictions and closures.
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