Apple's new plan to withdraw production from China: reasons and timing

Globalization chains in the global semiconductor industry continue to collapse and transform. month

Previously, the United States decided to strengthen semiconductorsanctions against China, and Apple, meanwhile, continues to diversify and gradually withdraw its production from the territory of the Middle Kingdom to reduce political and economic risks. The details of this process were shared today by authoritative analyst Ming-Chi Kuo. He said the apple giant is stepping up its push to cut its assembly business in China. In particular, the plan involves establishing cooperation between Pegatron or Wistron with the Indian Tata Group, the vast majority of whose products (80%) currently remain in the domestic Indian market. The result will be an increase in the share of non-Chinese iPhone production.

Another challenge for Apple will be the transferMacBooks, 100% of which are currently made in China. Thailand is considered the main non-Chinese production site for the MacBook. In the medium term (3-5 years), it is planned to completely transfer the US market (25-30% of world supplies) to Apple equipment manufactured outside of China. Finally, in the long term, non-Chinese markets will be supplied with devices manufactured outside of China, while the demand of Chinese consumers will be covered by the remaining small productions inside the Middle Kingdom.

© Vladimir Kovalev.

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