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Many articles point out that Apple has moved to expand production outside of China. >Apple is reportedly increasing device production in countries outside of C

Many articles point out that Apple has moved to expand production outside of China. >Apple is reportedly increasing device production in countries outside of China as part of a diversification strategy. iPad production will begin in Vietnam as early as mid-2021, according to a Wednesday report from Japanese financial publication Nikkei Asia. Vietnam will also help produce the HomePod Mini. Apple is also reportedly hoping to bolster smartphone production India and smart speaker production in Southeast Asia. Most of the computer production will remain in China, according to the report, but some Mac Mini production will be relocated to Malaysia. Some Macbook production is also set to move to Vietnam as well. https://www.cnet.com/tech/tech-industry/apple-expanding-device-production-outside-of-china-report-says/ https://www.cnet.com/tech/tech-industry/apple-expanding-devi...

smoldesu 5y ago
At the same time, they're also increasing their reliance on China[0] for piecemeal components. Specifically, their display, camera and storage has been pivoting to Chinese suppliers. Assembly does seem to be moving out of China, but that was never the hard part (hell, assembly is even economically viable in the US). Their supply chain itself is a whole different story it would seem. From an economic and logistics perspective, Apple is now integrated deeper in China than ever before. [0] https://asia.nikkei.com/Business/Technology/Apple-taps-more-China-suppliers-for-its-latest-iPhones https://asia.nikkei.com/Business/Technology/Apple-taps-more-...
- GeekyBear 5y ago
  Qualifying additional component suppliers is not quite the same thing as abandoning components made by companies like Sony and Samsung and pivoting to China. >The Nikkei Asian Review says Apple is "aggressively testing" screens made by the Chinese company, as it considers taking on BOE as an OLED supplier to cut costs and reduce its reliance on Samsung, which is believed to be Apple's primary supplier of OLED displays. Apple is seeking to diversify its supply chain as much as possible. The company often tries to secure at least two suppliers for any given component in order to reduce its supply chain risk and improve its bargaining position. https://www.macrumors.com/2019/08/21/apple-aggressively-testing-oled-displays-from-chinas-boe-for-2020-iphone-lineup/ https://www.macrumors.com/2019/08/21/apple-aggressively-test... That Chinese company, BOE, didn't manage to pass the necessary QC testing until late last year. >The Beijing-based display maker began shipping a small number of organic light-emitting diode (OLED) displays for the 6.1-inch iPhone 13 in late September https://www.macrumors.com/2021/10/13/oled-to-supply-oled-panels-iphone-13/ https://www.macrumors.com/2021/10/13/oled-to-supply-oled-pan...
- causi 5y ago
  Yes. I wish they wouldn't. The potential danger of China having serious socio-governmental problems as a result of food shortages and policy collisions with Western powers is getting more significant every day. If Xi decides impending demographic collapse means taking Taiwan now is better than taking it later Apple and the rest of Western electronics giants could see their China access disappear overnight.
yumraj 5y ago
> Most of the computer production will remain in China iMac are made in Thailand also (if not only)

smoldesu 5y ago

At the same time, they're also increasing their reliance on China[0] for piecemeal components. Specifically, their display, camera and storage has been pivoting to Chinese suppliers. Assembly does seem to be moving out of China, but that was never the hard part (hell, assembly is even economically viable in the US). Their supply chain itself is a whole different story it would seem. From an economic and logistics perspective, Apple is now integrated deeper in China than ever before. [0] https://asia.nikkei.com/Business/Technology/Apple-taps-more-China-suppliers-for-its-latest-iPhones https://asia.nikkei.com/Business/Technology/Apple-taps-more-...

GeekyBear 5y ago
Qualifying additional component suppliers is not quite the same thing as abandoning components made by companies like Sony and Samsung and pivoting to China. >The Nikkei Asian Review says Apple is "aggressively testing" screens made by the Chinese company, as it considers taking on BOE as an OLED supplier to cut costs and reduce its reliance on Samsung, which is believed to be Apple's primary supplier of OLED displays. Apple is seeking to diversify its supply chain as much as possible. The company often tries to secure at least two suppliers for any given component in order to reduce its supply chain risk and improve its bargaining position. https://www.macrumors.com/2019/08/21/apple-aggressively-testing-oled-displays-from-chinas-boe-for-2020-iphone-lineup/ https://www.macrumors.com/2019/08/21/apple-aggressively-test... That Chinese company, BOE, didn't manage to pass the necessary QC testing until late last year. >The Beijing-based display maker began shipping a small number of organic light-emitting diode (OLED) displays for the 6.1-inch iPhone 13 in late September https://www.macrumors.com/2021/10/13/oled-to-supply-oled-panels-iphone-13/ https://www.macrumors.com/2021/10/13/oled-to-supply-oled-pan...
causi 5y ago
Yes. I wish they wouldn't. The potential danger of China having serious socio-governmental problems as a result of food shortages and policy collisions with Western powers is getting more significant every day. If Xi decides impending demographic collapse means taking Taiwan now is better than taking it later Apple and the rest of Western electronics giants could see their China access disappear overnight.

yumraj 5y ago

> Most of the computer production will remain in China iMac are made in Thailand also (if not only)