certainly, the data points out of a company like tsmc in asia are suggesting that that weakness continues, so we have further lowered our iphone numbers. we're considerably below consensus estimates. >> sounds like the smart phone market is in quite a soft press. josh lipton has more, josh >> kelly, another day, another potential warning sign from an apple supplier, and this time, it is samsung. the company saying in an earnings report that profitability for its display business weakened, due in part to decreased flexible demand flexible panels are the screens used for apple's iphone10, and a tough data point here in china, in q1, apple was displaced from the no. 4 position by local brands, according to new data, and apple basically trading flat today, though, down 10% from the recent high. they focused on downbeat news in