Supply Chain Research

Apple’s iPhone 12 features 5G capabilities and will rely on the rollout of new networks. The latter process has been complicated in the U.S. by a ban on imports of telecoms equipment linked to Huawei, which the forthcoming U.S. general elections are unlikely to change. U.S. imports of telecoms network equipment including mobile base stations and wideband gear were down by 10.4% year over year in the three months to Aug. 31 including a 27.0% drop in Chinese equipment. The decline in total imports was led by U.S. seaborne imports linked to Flex and Samsung Electronics with declines of 94.1...