The US-China trade war is sending many manufacturers fleeing the “world’s factory,” with many Taiwanese makers relocating production lines to Southeast Asia or returning home. For some notebook brand vendors, Taiwan is a preferred location for producing devices heading for the US market – a preference about which Compal has already been told by its clients. For Apple, the trade war has already taken its toll on iPhone sales in China. And it remains to be seen how the freshly launched iPhone 11 series will fare. Taiwan’s supply chain players are generally cautious about the sales outlook of the new iPhones. But some believe Apple’s new pricing strategy should be able to stimulate sales of the new and older-generation iPhones. And backend service providers expect stable growth in demand for chips supporting Apple’s new and older iPhones because of the “friendly” pricing.