Ming-Chi Kuo, an Apple analyst, is out with some new ideas on how Apple can continue to reduce its dependence on China. According to Kuo, Apple is adapting its supply chain management strategy in response to the ongoing de-globalization trend.
Here''s what Kuo predicts from recent supply chain surveys.
This includes increasing iPhone production to India, as well as expanding MacBook production and assembly to Thailand. While these moves will take years to complete, Kuo predicts that a US market might be entirely supplied by assembly non-China locations within 3-5 years:
Apple has faced scrutiny from several corners in order to de-escalate its dependence on China. Especially in the wake of COVID lockdowns and geopolitical tensions, the company''s dependence on China has been seen as a significant weak spot in its supply chain. Apple has also been criticized for cozying up with China authorities for secret agreements and investments in the country''s economy.