Apple has spent many years happily profiting from cheap Chinese manufacturing, labor, electrial engineering expertise and supply chains to the point where they are now completely beholden to a foreign country. A country whose increasing rivalry with the US in economic power and geopolitical influence (along with increased tensions) has been clear for well over a decade.
Apple is diversifying a bit into India and elsewhere (Vietnam I think?), but China could throw Apple into a huge crisis tomorrow if they were cut off, since it would take years to ramp up capacity elsewhere, and sourcing many of the components would be next to impossible.
And Apple really couldn't blame anyone but themselves for it.
It also seems to me like the are diversifying more because India demanded it and for price, rather than tho reduce dependencies ok China. But that's just unqualified guesswork.
Apple has spent many years happily profiting from cheap Chinese manufacturing, labor, electrial engineering expertise and supply chains to the point where they are now completely beholden to a foreign country. A country whose increasing rivalry with the US in economic power and geopolitical influence (along with increased tensions) has been clear for well over a decade.
Apple is diversifying a bit into India and elsewhere (Vietnam I think?), but China could throw Apple into a huge crisis tomorrow if they were cut off, since it would take years to ramp up capacity elsewhere, and sourcing many of the components would be next to impossible.
And Apple really couldn't blame anyone but themselves for it.
It also seems to me like the are diversifying more because India demanded it and for price, rather than tho reduce dependencies ok China. But that's just unqualified guesswork.