Apple could face trouble as a result of its main manufacturing partner, Foxconn, says JMP Securities' Alex Gauna. The analyst has downgraded his rating of Apple stock from "Market Outperform" to "Market Perform," claiming that a "notable" slowdown at Foxconn may impact Apple's ability to actually keep up with demand. Foxconn assembles a number of Apple products, such as iPhones and iPads.