Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Apple analysts see ‘limited impact’ from Shenzhen iPhone factory shutdown – From a note to Piper Sandler clients by analyst Harsh Kumar that landed on my desktop Monday. Hon Hai, the major manufacturer of iPhones, announced that its facilities in Shenzhen will be impacted by COVID lockdowns. While Hon Hai assembles ~70% of global iPhone production, the major production hub is …
