If you want to find root cause, you need to dissect that one number. Without breaking out China vs non-China you would have concluded that Apple is slowing dow

If you want to find root cause, you need to dissect that one number. Without breaking out China vs non-China you would have concluded that Apple is slowing down/customers unhappy/products unattractive. This would have been the wrong conclusion for the non-China world. You don't treat the world as one unified market.