Lynx Equity warns Apple faces near-term supply pressures, with a recovery expected in the second half of 2027. The firm anticipates Apple will experience significant supply shortages and pricing pressure in the December quarter, potentially leading to weaker-than-expected guidance. The market generally expects Apple's total revenue and iPhone sales to grow by 6% year-over-year. However, Lynx Equity projects that memory and flash memory supply constraints will ease in the second half of 2027, which could support a strong recovery in Apple's stock price.