I don’t think the dependence for manufacturing is sufficient to explain all the pressure Apple faces in China. Even if they were to move all manufacturing (not

I don’t think the dependence for manufacturing is sufficient to explain all the pressure Apple faces in China. Even if they were to move all manufacturing (not just final assembly) out of China they would still want to sell iPhones to the Chinese. The cynic in me would suppose that the move is merely in case there is a backlash against anything “made in China” by western consumers/governments, but maybe Apple really are trying to reduce dependence on China or just cut costs. In China I expect Apple to be just as craven as ever.