Supply Chain Scenarios
2 scenarios covering supply chain scenarios. Analyze cascading impacts, investment opportunities, and affected assets.
Apr 15
What Happens if China Bans iPhone
Apple faces a $70B revenue wipeout and supply chain catastrophe as 95% of iPhone assembly sits in China, Huawei ascends to premium dominance with state-mandated market capture, and India's emergency manufacturing pivot reshapes global electronics production for a decade
18%Moderatehigh impact
23 impacts mapped0
Apr 15
Impact of a Taiwan Strait Conflict on Semiconductors
A military confrontation over Taiwan would eliminate 90% of advanced chip production, triggering a multi-year global technology crisis
18%Moderatehigh impact
26 impacts mapped0