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Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams

PALO ALTO, California/TAIPEI — Apple's incoming CEO has a China problem: On the one hand, the iPhone giant is finally seeing sales rebound …

Nikkei Asia

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Discussion

  • Yifan Yu Yifan Yu on linkedin
    Apple suppliers and company insiders told Nikkei Asia that the new Apple CEO will likely not accelerate supply chain shift away from China …
  • @parismarx.com Paris Marx on bluesky
    “Price surges mean that memory is on course to go from a 10 per cent share of the cost materials for the iPhone to as much as a 45 per cent by 2027, according to JPMorgan analysis.”