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TEXXR

Chronicles

The story behind the story

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Sources detail Apple's efforts to shift production from China, including wooing other countries and assembling “tiger teams” to solve supply chain weaknesses

In late March, when Tim Cook made his first public appearance in China since the onset of the Covid-19 pandemic …

Bloomberg Mark Gurman

Discussion

  • @carlquintanilla Carl Quintanilla on x
    Great piece from $AAPL Whisperer @markgurman about Apple's delicate dance: “developing ties” to new supply markets — but “concerned that China might retaliate if it moves too much capacity .. or transitions too rapidly.” @business https://www.bloomberg.com/...
  • @lisaabramowicz1 Lisa Abramowicz on x
    Apple's China formula is under its greatest strain in recent memory. Even as Cook recently sought to smooth things over in Beijing, Apple executives were hard at work developing ties to other countries to lessen reliance on the country: via @markgurman https://www.bloomberg.com/.…
  • @shiraovide Shira Ovide on x
    Great details here. And a reminder Apple is crazy rich not because TECH MAGIC but for its mastery of very dull stuff like where to source screws — and deciding than some suppliers aren't good enough to make red iPhones. https://www.bloomberg.com/... https://twitter.com/...
  • @news_by_nick Nicholas Brown on x
    “Apple executives were hard at work developing ties to other countries to lessen reliance on the country, according to multiple people familiar with Apple's operations who spoke on the condition of anonymity...” @markgurman @business $AAPL https://www.bloomberg.com/...
  • @niubi Bill Bishop on x
    Apple's complex strategy to reduce dependence on China https://www.bloomberg.com/... via @BW