Apple has made moves to reduce its reliance on Chinese sources for parts but has made little progress. Nikkei Asia reported in April that Apple increased its use of parts from China-headquartered suppliers and Chinese manufacturing sites in 2023, while using fewer suppliers from Taiwan, the United States, Japan and South Korea. Apple said in March that it was expanding a research center in Shanghai and opening a new lab in Shenzhen, the tech hub near Hong Kong.
“Everyone has the same dilemma” of fearing over-dependence on China but also worrying about becoming uncompetitive if they pull out, James Andrew Lewis, a senior vice president at the Center for Strategic and International Studies, told me. “People are hedging their bets.”
“It would take Apple a decade to get out of China” even if it wanted to, Jeff Fieldhack, a research director for Counterpoint Research, told me. “It’s not just the building of devices. It’s the huge ecosystem of components…Read More
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