Neil Cybart / Above Avalon
Additional Details on “iPhone City” Production, The WSJ Article on Apple Moving Out of China, Apple – We kick off todays update with additional details regarding how iPhone production at Foxconns facilities at Zhengzhou is trending. The discussion goes over further refinement in Neils estimates/assumptions for the shortage in iPhone sales in FY1Q23 arising from the Zhengzhou protests/riots. The update concludes with a look at the WSJs …
