JL Warren Capital

JL Warren Capital LLC is a leading independent equity research firm focused on Chinese companies and listed multinationals in China. We employ a bottom-up research approach that takes great care to avoid the acquisition of material non-public information. Through investigative due diligence including channel surveys and interviews, our research helps clients to pinpoint the dislocations in the market.

Investment Advisors

Investment Advisors, JL Warren Capital

Junheng Li

Thematic (Sector/Industry)

Taiwan Communications equipment / Thematic (Sector/Industry)

<p>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 (incl. 5G model).  <a href="https://www.smartkarma.com/entities/foxconn-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:11950:1" rel="noopener">Foxconn Technology (2354 TT)</a> is at 80% of full capacity in its main iPhone facility in Shenzhen.  However due to the shutdown in plants and logistics services in both Asian and European countries, Foxconn faces shortages in components from around the world. </p>

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 (incl. 5G model).  Foxconn Technology (2354 TT) is at 80% of full capacity in its main iPhone facility in Shenzhen.  However due to the shutdown in plants and logistics services in both Asian and European countries, Foxconn faces shortages in components from around the world. 

AAPL Supply Chain COVID-19 Disruption March Update