Apple needs to win 2 of these 3 markets to make up for HomePod delay: Wolff
https://www.cnbc.com/2017/11/24/apple-holiday-shopping-impact-of-homepod-vr-and-iphone-x.html
Apple typically sells tens of millions of iPhones each holiday season, regardless of whether the company offers holiday discounts.
But with its HomePod smart speaker officially delayed until next year, a limited supply of the iPhone X and no virtual reality headset, Apple faces intense pressure this shopping season, economist Max Wolff said on Friday.