Apple is necessarily seeking to leave China in the face of past and future crises that arise and which may affect the manufacture of its devices.
It seems it’s not just the COVID-19 pandemic that has encouraged Apple’s supply chain to flee China. A future governmental or external crisis in China could prove fatal for Apple and its suppliers, for what already they seek the independence of the manufacture of the Chinese country. Those of Cupertino are working hard and at the same time putting pressure on their suppliers.
One of Apple’s partners is preparing a big investment in Vietnam
Gortekone of the vendors involved in building the AirPods, will invest a lot of money in Vietnam. Their main argument is that they don’t need China to continue producing. Recall that the COVID pandemic and the crises that followed had a terrible consequence, factories stopped their processes and forced a partial closure when the situation was favorable.
According to Bloomberg, the figure is close to 280 million dollars. Besides, future expansion in India is considered. In the circle of suppliers, everyone is aware of how quickly they can leave China, following the example of the Goertek company.
Vietnamese factory of Apple products
Vietnam and India are future destinations for Apple suppliers
a future consequence which also set off the alarms in the supply chain of those in Cupertino is the dispute in US-China relations. A Goertek executive believes that 90% of manufacturers could quickly expand their operations to Vietnam or India.
One of the main ones for Apple is Foxconn, they are already looking for a place in India to continue their operations. Among other companies, Bloomberg says 9 out of 10 Apple suppliers are already planning massive moves operations and production.
Are they correct with these movements? The event of the iPhone 14 Pro delay is very recent. Apple does not want to have these inconveniences for launches like the iPhone 15 and other novelties
Since the early days of January, it has been reported that the Foxconn factory has resumed operations at full capacity, at almost 90% to restart activity before the COVID crisis.
To set an example for the future, Apple’s mixed reality glasses could be made by Foxconn. A future blockade or problem in the country which forces those of Cupertino to stop their production could mean, on the one delay announcing the product until it cannot be released for sale for several months. It is better to take precautions, we will see the final course that China’s exit will take after years of dependence.
