Cambodia and Laos have navigated a stack of macro shocks this quarter — Middle East energy crisis, Thai-Cambodia border closure, Khmer New Year pull-back, and ongoing scam-crackdown affordability hits. Across seven weekly submissions, total iPhone CQ guidance has moved ±2.3 %; AirPods, the highest-volume LOB, has held within ±2.7 %. This is how each line has tracked.
Each line is a separate weekly submission. Where they bunch, the team's view is converging. Where they fan out, the macro story shifted between submissions.
Δ between latest submission and W01 opening call, by week of quarter. Green = guidance raised; warm = lowered. Quiet rows = stable call; busy rows = the macro pushed back.
SKU-level supply asks for the current LOB and submission week, consolidated from Cambodia and Laos channel teams. Each SKU is tagged with its movement vs the prior week — new asks, holds, increases, decreases. Use the submission rail above to step through Q3W01 → Q3W06.
Parallel-import (grey) min price across five regional SKUs against Apple's RRP, alongside the weekly Wk04 → Wk07 offers from ten official channel partners. Where the grey-vs-official gap narrows, the channel's pricing power strengthens.
Sticker price + bundle by retailer, weeks 04 → 07. Highlighted cells show week-over-week price changes. Bundle composition is the lever — retailers stack screens, cases, adapters, Falcon Trust+ warranty, EarPods, MagSafe accessories and power banks instead of cutting headline price.
ST/SO movement, foot traffic, promotion levers, holiday impacts — recorded each week from the channel and surfaced here as a continuous log across all LOBs.
Curated economic, geopolitical and consumer signals from Cambodia and Laos — context behind every line on the forecast chart.