Evercore: Pre-launch iPhone slowdown in China | Philip Elmer‑DeWitt

From a note to clients by analyst Amit Daryanani that landed on my desktop Wednesday.
— Read on www.ped30.com/2021/09/22/apple-prelaunch-slowdown/

Papi Chulo Take: how slow does iPhone production get when China invades Taiwan? Asking for my puts, Putz…