Kuo predicts that, in the next three to five years, Apple may be able to supply the US market, or ~25% of global shipments, from assembly sites outside of China
Apple analyst Ming-Chi Kuo is out today with some new predictions on how Apple can continue to reduce its reliance on China.
Related Coverage
- Report: By 2025, 100% of Apple's U.S. supply may be assembled outside China Philip Elmer‑DeWitt · Philip Elmer-DeWitt
- MacBook production could leave China for the first time as Apple shakes things up iMore · Oliver Haslam
- Top analyst tells us when Apple will stop shipping devices to the U.S. from China PhoneArena · Alan Friedman
- iPhone production in India to ‘deepen’ as Apple's medium-term plans unfold 9to5Mac · Ben Lovejoy
- Apple may begin manufacturing more iPhones in India in next few years BGR India · Shubham Verma
- Apple says iPhones will get 5G update in India by December TechCircle · Gulveen Aulakh
- Apple to roll out 5G software update in December in India Digit
Discussion
-
@mingchikuo
@mingchikuo
on x
(1/6) Apple's global supply chain management strategy continues to change in response to the de-globalization trend, mainly to reduce the assembly business in China. Here are the latest major survey updates.
-
@mingchikuo
@mingchikuo
on x
(4/6) 2. The main non-China production site for MacBook in the future may be Thailand. All MacBooks are currently assembled from production sites located in China.
-
@julianku
Julian Ku
on x
“The changes include shifting more iPhone production to India, ...more MacBook production and assembly to Thailand. While these moves will take years..., Kuo says the US market could be entirely supplied by assembly non-China locations within 3-5 years:” https://9to5mac.com/...
-
@tanarrowz
@tanarrowz
on x
“The Indian approach to supply chains is that the entire supply chain should be in India and ideally run by Indias. But other China+1 countries like Vietnam will say, 'let's ID the parts of supply chain where we have an advantage', and then focus on those” https://www.ft.com/...
-
@johnreedwrites
John Reed
on x
Is there more than meets the eye (or less) in Apple's decision to make the iPhone 14 in #India? My Inside Business column on Indian industry's ambitions, and its climb up the value chain https://enterprise-sharing.ft.com/ ...
-
@jyots43
Jyotsna Singh
on x
The Indian approach to supply chains is that the entire supply chain should be in India and ideally run by Indians," says Mihir Sharma, director of the Observer Research Foundation, a think-tank. @JohnReedwrites via @FT https://enterprise-sharing.ft.com/ ...
-
@b_parkyn
Benjamin Parkin
on x
“Officials are confident that a golden moment has arrived for India, when multinational manufacturers are hedging their reliance on China” @JohnReedwrites https://enterprise-sharing.ft.com/ ...
-
@talalrafi7
Talal Rafi
on x
@JohnReedwrites It's a strategic decision in my opinion. Geopolitical tensions are one of the three main concerns for Fortune 500 CEOs according to a study. US-China relationship is not getting better anytime soon so just being cautious I guess.
-
@chriskeall
Chris Keall
on x
A nuanced situation, given that it inolves Chinese firms that operate in India - but still interesting to see Apple shift some of its iPhone production from mainland China. India and Vietnam seem to be landing more business overall as China becomes more geopolitically isolated ht…