Electronics: Remain positive on Apple supply chain    Weaker-than-expected sales of the iPhone 8/8+ have triggered concerns about upcoming iPhoneshipments. However, we do not think this will constitute a negative over the long term. In fact, slowersales of the iPhone 8will tilt the structure of iPhone shipments further towards the iPhone X. Wemaintain our view that the iPhone X is driving a new innovation cycle for consumer electronics, andremain positive on key companies on the Apple supply chain. Given ongoing issues at overseasiPhone component suppliers, we highlight potential opportunities for Chinese component makers tobenefit from a spill-over of orders.

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