Apple’s global supply chain management strategy appears to be shifting quickly to reduce its dependence on China for iPhone and MacBook product assembly.
The move is part of a larger trend toward deglobalization, or reducing interdependence between business units distributed throughout the world, according to Ming-Chi Kuo, an Apple analyst with financial services firm TF International Securities.
Over the next three to five years, at least the for the US market, from 25% to 30% of global iPhone shipments can be supplied by assembly sites located outside of China to reduce potential impacts from political risks (such as US-China tariffs), Kuo wrote in a tweet last month. Longer term, Kuo said, China will likely be the major assembly point for its own in-country Apple product sales, but not for global product supplies.
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