Luxshare’s Risky Chance to Be Apple’s Second Foxconn
The Nikkei reported last week that Apple Inc (AAPL US) wants its Airpod assembler Luxshare Precision Industry (002475 CH) to invest a huge amount...
223 Views
AAPL Supply Chain COVID-19 Disruption March Update
We summarize key takeaways for our checks with the Asian semi supply chain relevant to AAPL’s H1 production and the iPhone 12 launch schedule...
284 Views
COVID-19 Sparks Economic Pandemic as Cases Outside China Surge
Markets plunged overnight as fears rose over COVID-19 potentially becoming a full-blown global pandemic. We highlight several of the most important...
278 Views
Factories Outside of China Now Halting Production as Virus Impact Expands
As a follow up to our note Evidence of Global Slowdown Accumulates as Stores Remain Closed and Supply Chains Are Crippled, reports that business...
304 Views
Apple: Supply Chain Disruptions to Likely Impact Apple’s Production Plan
It was reported by several news media outlets that Apple’s iPhone and Airpod production may be at risk due to the Coronavirus outbreak. Apple has...
329 Views