From "Shanghai, Kunshan lockdowns hit iPhone, Mac and iPad makers" posted Tuesday:
Three key Apple suppliers have suspended production in and near Shanghai as strict COVID-19 lockdown measures show signs of affecting the U.S. tech giant's supply chain in China.
Pegatron, the iPhone assembler, said in a stock exchange filing on Tuesday that operations at its two production sites in Shanghai and the Chinese city of Kunshan have been suspended to comply with government regulations. These are Pegatron's only iPhone manufacturing bases, as its new iPhone assembly plant in India has not yet begun operation, Nikkei Asia has learned. Pegatron makes roughly 20% to 30% of all iPhones.
Pegatron told Nikkei Asia that it is in close communication with its clients and suppliers, while complying with local government regulations, and hopes to resume production soon.
Quanta, the world's biggest contract notebook manufacturer and a key MacBook maker, told Nikkei Asia that it has halted production at its key manufacturing site in the Songjiang district of Shanghai since the start of April in compliance with the government's COVID prevention measures. Quanta, which also counts Dell and HP as clients, has around 20% of its total notebook capacity in Shanghai. It also makes some Internet of Things products and servers for non-U.S. destinations in the city. Major iPad and notebook maker Compal Electronics also has halted activities at its Kunshan facilities, according to the company...
According to the latest survey by the Taiwan Financial Supervisory Commission published on Monday, about 161 Taiwan-listed companies, many of them electronics suppliers, have had to halt production in Shanghai and the Kunshan areas, one of the biggest electronics hubs in China. The latest wave of COVID-19 has also spread to Suzhou, Jiangsu Province, another key cluster of electronics suppliers.
My take: Still keeping an eye on Shanghai