It’s not the fall that hurts, it’s suddenly stopping. In December 2019 the entire world, just-in-time global economy was humming along, a month later it metaphorically ran into a brick wall.
A stop so sudden that nobody has any clue how badly the system was harmed. Because it’s a complex system it also means that nobody can predict any of the actual consequences.
Apple’s manufacturing process is complicated. Apple’s supply chain from raw sand to finished phone is complex. Things that are complicated can be modeled and resolved. Things that are complex cannot.