I feel the need to point out something to the obviously geographically challenged folks at Apple.
Any supply line that runs through an arc from the Straits of Malacca through Guam to Japan is going to be shut down to commercial traffic the moment we get a ‘Special Military Operation with Chinese characteristics’.
They could try making their products in the USA.
This should have been encouraged and even demanded (with both rewards and arm twisting) by the last administration.
Foxconn is Taiwanese. They are already manufacturing for Apple in India. My guess Foxconn will do the same in other Asian nations. Vietnam?
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Nikkei Asia —Taiwanese Apple supplier Foxconn will start to assemble the iPhone 12 in India, marking the first time the flagship device has been made outside of China. Apple’s new 5G-enabled iPhone will be produced at a factory in the southern Indian state of Tamil Nadu that already makes older models.
Foxconn Set to Make IPhone 12 in India, Shifting From China
They are late to the party and still not drinking the koolaid. Many others abandoned China during the Trump years when it became crystal clear that relations were deteriorating and they realized the value of diversifying. Others got religion in 2020 when China shut down (and stayed shut down).
Unfortunately for Apple the chicoms have them by the balls as Chinese consumers are a massive market. So Apple is unwilling to risk offending their chicom overlords and thus moves slowly on the reset. In the long run, that will prove more costly.
The factory has been hit with Covid-19 restrictions and unrest in recent weeks and months, leading to a production shortfall of 6 million iPhone Pros by the end of the year.
“Apple no longer feels comfortable having so much of its business tied up in one place, according to analysts and people in the Apple supply chain,” WSJ noted.
“In the past, people didn’t pay attention to concentration risks.
“Free trade was the norm and things were very predictable. Now we’ve entered a new world,” Alan Yeung, a former US executive for Foxconn, said.
Seems they only care about their bottom line and aren’t a bit concerned with all the life saving China is engaged in...
/S
Yeah, they said they were doing that back in 2020 too
Didn’t a certain President warn them about this a few years ago?
I had to wait almost two months for my iPhone 14 Pro Max, finally got it a few weeks ago. I never had to wait to get a new iPhone before. So the supply chain issues with Apple are real.