{"id":94738,"date":"2022-10-12T11:07:28","date_gmt":"2022-10-12T11:07:28","guid":{"rendered":"https:\/\/harchi90.com\/apples-roadmap-for-shifting-production-outside-of-china\/"},"modified":"2022-10-12T11:07:28","modified_gmt":"2022-10-12T11:07:28","slug":"apples-roadmap-for-shifting-production-outside-of-china","status":"publish","type":"post","link":"https:\/\/harchi90.com\/apples-roadmap-for-shifting-production-outside-of-china\/","title":{"rendered":"Apple&#8217;s roadmap for shifting production outside of China"},"content":{"rendered":"<div>\n<p>Apple analyst Ming-Chi Kuo is out today with <a rel=\"nofollow noopener\" href=\"https:\/\/twitter.com\/mingchikuo\/status\/1579852591147945986\" target=\"_blank\">some new predictions<\/a> on how Apple can continue to reduce its reliance on China.  According to Kuo, Apple is adjusting its \u201csupply chain management strategy\u201d in response to the ongoing \u201cde-globalization trend.\u201d <\/p>\n<p>Based on recent supply chain surveys, here&#8217;s what Kuo predicts\u2026<\/p>\n<p>The changes include shifting more iPhone production to India, as well as moving more MacBook production and assembly to Thailand.  While these moves will take years to complete, Kuo says the US market could be entirely supplied by assembly non-China locations within 3-5 years: <\/p>\n<ul>\n<li>According to Apple&#8217;s plan, the Indian company Tata Group may cooperate with Pegatron or Wistron in the future to develop the iPhone assembly business.  More than 80% of the iPhones made in India (by Foxconn) are currently to meet domestic demand.<\/li>\n<li>The potential cooperation of Tata Group and Pegatron or Wistron can accelerate the increase in the proportion of non-China iPhone production.<\/li>\n<li>The main non-China production site for MacBook in the future may be Thailand.  All MacBooks are currently assembled from production sites located in China.<\/li>\n<li>In the medium term (within 3-5 years), at least the US market (~25-30%+ of global shipments) can be supplied by assembly sites located in non-China to reduce potential impacts from political risks (eg, US -China tariffs).<\/li>\n<li>In the long run:\n<ul>\n<li>The non-Chinese markets will be supplied by assembly sites located in non-China, while the Chinese market will be supplied by assembly sites located in China.<\/li>\n<li>Assemblers can conduct NPI (new product introduction) in China and non-China.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Apple has faced pressure from many different corners to reduce its reliance on China.  The company&#8217;s dependence on China has been viewed as a major weak spot in its supply chain, particularly amid COVID lockdowns and geopolitical tensions.  Apple has also been for cozying up to China authorities for secret deals and investments in the Chinese economy. <\/p>\n<div class=\"ad-disclaimer-container\">\n<p class=\"disclaimer-affiliate\"><em>FTC: We use income earning auto affiliate links.<\/em> more.<\/p>\n<p><\/div>\n<hr\/>\n<p style=\"text-align: center\">Check out 9to5Mac on YouTube for more Apple news:<\/p>\n<p><!-- youtube embed --><\/p>\n<p><div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"M2 iPad Pro: Everything We Expect!\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/D2jDz9oRNK4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/p><\/div>\n<p><script async src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Apple analyst Ming-Chi Kuo is out today with some new predictions on how Apple can continue to reduce its reliance on China. According to Kuo, Apple is adjusting its \u201csupply chain management strategy\u201d in response to the ongoing \u201cde-globalization trend.\u201d Based on recent supply chain surveys, here&#8217;s what Kuo predicts\u2026 The changes include shifting more &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/harchi90.com\/apples-roadmap-for-shifting-production-outside-of-china\/\"> <span class=\"screen-reader-text\">Apple&#8217;s roadmap for shifting production outside of China<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true},"categories":[4],"tags":[],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack-related-posts":[{"id":37378,"url":"https:\/\/harchi90.com\/apple-to-start-iphone-14-production-in-india-and-china\/","url_meta":{"origin":94738,"position":0},"title":"Apple to start iPhone 14 production in India and China","date":"August 6, 2022","format":false,"excerpt":"Apple's key partner Foxconn has iPhone production lines in a few other places in the world outside of China, such as Brazil and India. However, China's operations remain the most important when it comes to worldwide iPhone shipments. This time, however, it seems that Apple will begin production of the\u2026","rel":"","context":"In &quot;Technology&quot;","img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":15094,"url":"https:\/\/harchi90.com\/periscope-lens-coming-for-iphone-15-pro\/","url_meta":{"origin":94738,"position":1},"title":"Periscope lens coming for iPhone 15 Pro","date":"July 15, 2022","format":false,"excerpt":"\r AppleInsider is supported by its audience and may earn commission as an Amazon Associate and affiliate partner on qualifying purchases. These affiliate partnerships do not influence our editorial content. \r Analyst Ming-Chi Kuo has backed up previous reports of Apple adding a periscope lens to the iPhone, with more\u2026","rel":"","context":"In &quot;Technology&quot;","img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":65994,"url":"https:\/\/harchi90.com\/gurman-apple-reality-pro-to-be-first-of-three-apple-ar-vr-headset-devices\/","url_meta":{"origin":94738,"position":2},"title":"Gurman: &#8216;Apple Reality Pro&#8217; to Be First of Three Apple AR\/VR Headset Devices","date":"September 4, 2022","format":false,"excerpt":"Apple is working on at least three augmented-reality and virtual-reality headset devices, the first of which will likely launch with the name \"Apple Reality Pro,\" according to Bloomberg's Mark Gurman. In the latest edition of his \"Power On\" newsletter, Gurman explained that there are a minimum of three Apple headsets\u2026","rel":"","context":"In &quot;Technology&quot;","img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":36462,"url":"https:\/\/harchi90.com\/new-apple-exclusive-reveals-lower-than-expected-iphone-14-price\/","url_meta":{"origin":94738,"position":3},"title":"New Apple Exclusive Reveals Lower-Than-Expected iPhone 14 Price","date":"August 5, 2022","format":false,"excerpt":"08\/05 Update below. This post was originally published on August 03 Apple leaks have consistently agreed on one thing: iPhone 14 models are getting more expensive. That is until now. In a new blog post, anonymous leaker Lanzuk has revealed that Apple has \u201cdecided to freeze the launch price of\u2026","rel":"","context":"In &quot;Technology&quot;","img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"fifu_image_url":"https:\/\/i0.wp.com\/9to5mac.com\/wp-content\/uploads\/sites\/6\/2021\/12\/apple-china.jpg?resize=1200,628&quality=82&strip=all&ssl=1","_links":{"self":[{"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/posts\/94738"}],"collection":[{"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/comments?post=94738"}],"version-history":[{"count":0,"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/posts\/94738\/revisions"}],"wp:attachment":[{"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/media?parent=94738"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/categories?post=94738"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/harchi90.com\/wp-json\/wp\/v2\/tags?post=94738"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}