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It is worth noting that a lot of components of the iPhone are not sourced from within China. China is where it is assembled, but the screens, RAM, CPU, and stor
by evgen 4y ago
It is worth noting that a lot of components of the iPhone are not sourced from within China. China is where it is assembled, but the screens, RAM, CPU, and storage are produced in other countries. Of the remaining parts I think batteries and radios are the ones that will probably retain production in China the longest.
- dirtyid 4y agoApple has ~150 suppliers in PRC, other countries barely break 30. They have some of the higher value components, but PRC pockets ~25% of BOM since iPhoneX, so likely higher now with BOE, YMTC (if it survies), Winstron and Luxshare, as as far as I know, a lot of the hardware design shifted to SZ during covid. Reality is apart from shifting final assembly to other countries (insert 8$ per phone meme), PRC is moving up value chain in Apple. And if Apple wants to keep PRC market access, they'll keep the affair happening. Hence US gov had to drop the boot with YMTC.