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I wonder what the impact of Apple withdrawing from China will be. I know we are talking about UK, but this made me think. Not only their sales will reduce, but

I wonder what the impact of Apple withdrawing from China will be. I know we are talking about UK, but this made me think. Not only their sales will reduce, but hey Chinese manufacturing cuts down. By how much? Will it be impactful? I would think so but wonder if it is quantifiable.

sneak 2y ago
Almost all iPhones are made in China. They cannot pull out without shutting down. They make on average 60,000 ios devices there every hour, 24 hours a day, 365 days a year.
- mianos 2y ago
  Google pulled out but their phones are made in China. When push comes to shove money always wins still in China.
  - aswegs8 2y ago
    Classic communism am I right?
- samldev 2y ago
  Your math adds up to 525,600,000 iOS devices per year. That can't possibly be right
  - helloplanets 2y ago
    > In 2023, Apple shipped 234.6 million iPhones, capturing 20.1% market share and growing 3.7% year over year, according to IDC data. [0] So, probably not 525.6 million iOS devices a year, but safe to assume it's going to be 300+ million for 2025. 35k devices an hour, give or take. [0]: https://www.forbes.com/sites/johnkoetsier/2024/01/16/apple-1-in-global-smartphone-market-for-first-time-ever/ https://www.forbes.com/sites/johnkoetsier/2024/01/16/apple-1...
    - medwezys 2y ago
      Apple has more devices than iPhones, so the OPs numbers are not unbelievable
    - sneak 2y ago
      As medwezys pointed out, you forgot iPads. That’s another 40-70M units per year. My numbers are a rough estimate from memory, but they’re not wildly off. 300M or 500M, the point remains: it’s an absolutely staggering scale and cannot be moved elsewhere in any short period of time. Setting up comparable production would take many years, just as it did the first time. I imagine Apple/Foxconn have already begun this work. The unexpected shutdown or impediment of US/CN trade is a risk that must be accounted for, given the situation with Taiwan.

sneak 2y ago

Almost all iPhones are made in China. They cannot pull out without shutting down. They make on average 60,000 ios devices there every hour, 24 hours a day, 365 days a year.

mianos 2y ago
Google pulled out but their phones are made in China. When push comes to shove money always wins still in China.
- aswegs8 2y ago
  Classic communism am I right?
samldev 2y ago
Your math adds up to 525,600,000 iOS devices per year. That can't possibly be right
- helloplanets 2y ago
  > In 2023, Apple shipped 234.6 million iPhones, capturing 20.1% market share and growing 3.7% year over year, according to IDC data. [0] So, probably not 525.6 million iOS devices a year, but safe to assume it's going to be 300+ million for 2025. 35k devices an hour, give or take. [0]: https://www.forbes.com/sites/johnkoetsier/2024/01/16/apple-1-in-global-smartphone-market-for-first-time-ever/ https://www.forbes.com/sites/johnkoetsier/2024/01/16/apple-1...
  - medwezys 2y ago
    Apple has more devices than iPhones, so the OPs numbers are not unbelievable
  - sneak 2y ago
    As medwezys pointed out, you forgot iPads. That’s another 40-70M units per year. My numbers are a rough estimate from memory, but they’re not wildly off. 300M or 500M, the point remains: it’s an absolutely staggering scale and cannot be moved elsewhere in any short period of time. Setting up comparable production would take many years, just as it did the first time. I imagine Apple/Foxconn have already begun this work. The unexpected shutdown or impediment of US/CN trade is a risk that must be accounted for, given the situation with Taiwan.