In the last few hours, analyst Ming-Chi Kuo has shared some interesting predictions on the future of the iPhone and MacBook. And, more specifically, on the strategy adopted by Apple for reduce its dependence on China. According to Kuo, in fact, Apple is adjusting its “supply chain management strategy” in response to the ongoing “trend of de-globalization”. But let’s try to understand something more.
Apple away from China: the company’s production strategy changes
According to Ming-Chi Kuo, Apple is considering reducing its dependence on China by moving the iPhone manufacturing in India and that of MacBook in Thailand. While these changes will take some time, Kuo says the US market could be fully supplied from non-Chinese assembly locations within 3-5 years. And here’s how. According to Apple’s plan, the Indian company Tata Group may collaborate with in the future Pegatron o Wistron to develop the iPhone assembly business. The potential collaboration of these companies, therefore, can accelerate the increase in non-Chinese production.
And this doesn’t seem to be Apple’s only strategy for moving away from China. At present, all MacBooks are assembled from Chinese production sites. But in the near future this task could fall to Thailand. The short-term strategy is therefore to entrust the assembly of Apple devices to centers outside China. But everything changes in the long run. According to Kuo, non-Chinese markets will be supplied from assembly sites located in non-Chinese countries, while the Chinese market will be supplied from assembly sites located in China. A simple and clear program that needs no further explanation.