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Tag: Apple supply chain

Apple’s unassailable moat: How iPhone stays immune to demand destruction

Wednesday, April 29, 2026 3:03 pmWednesday, April 29, 20262 Comments

Apple’s iPhone has proven remarkably resilient. While the broader smartphone market ebbs and flows, iPhone sales often hold steady…

President Trump, Apple to reveal new $100 billion American manufacturing investment

Wednesday, August 6, 2025 9:40 am9 Comments

President Donald Trump will announce on Wednesday that Apple plans to invest an additional $100 billion in U.S. manufacturing, marking…

Apple’s ‘Made in India’ iPhone takes flight

Tuesday, July 22, 2025 10:01 amTuesday, July 22, 2025No Comments

Apple’s expansion in India is gaining momentum, with recent data highlighting significant growth in both production and sales…

President Trump announces Vietnam trade deal; 20% tariff on Vietnam, 0% on U.S.

Wednesday, July 2, 2025 1:05 pm12 Comments

President Donald Trump announced on Wednesday a new trade agreement with Vietnam, imposing a 20% tariff on Vietnamese imports to the U.S.…

Apple’s valuation surges $180 billion as President Trump reveals he spoke to CEO Tim Cook after China tariffs deal

Tuesday, May 13, 2025 9:13 amNo Comments

Apple’s stock jumped 6% on Monday, adding roughly $180 billion to its market cap after the U.S. and China agreed to a deal on reciprocal…

India-Pakistan conflict clouds Apple’s focus on India as supply chain replacement for China

Wednesday, May 7, 2025 9:01 am1 Comment

Tensions between India and Pakistan are longstanding, but the growing interest of wealthy nations in South Asia heightens the stakes…

Apple CEO Tim Cook spoke with U.S. Commerce Secretary Howard Lutnick about tariffs impact

Thursday, April 17, 2025 2:51 pmThursday, April 17, 20255 Comments

Apple CEO Tim Cook spoke to Commerce Secretary Howard Lutnick last week about the potential impact of the tariffs on Apple’s business…

India to offer $4-$5 billion in incentives to companies to make electronic components locally

Friday, November 22, 2024 12:02 pmFriday, November 22, 2024No Comments

India plans to invest up to $5 billion to incentivize domestic production of electronic components. This move aims to reduce reliance on…

Chinese Communist Party welcomes Apple’s continued, deeper presence

Friday, October 25, 2024 8:55 am3 Comments

Chinese Communist Party Commerce Minister Wang Wentao expressed support for Apple’s continued growth in China during a meeting…

Apple to move key iPad engineering resources to Vietnam strengthening alternative manufacturing of China

Friday, December 8, 2023 8:59 amNo Comments

Apple is for the first time allocating product development resources for the iPad to Vietnam, a major step toward strengthening the…

China bemoans supply chain ‘de-risking’ as foreign investment drops to historic lows

Tuesday, November 28, 2023 12:40 pmTuesday, November 28, 202312 Comments

As a growing number of sovereign nations voice concern at how much their supply chains depend on China, the Chinese Communist Party wants…

US-China trade war threatens to add to Apple’s Mac, iPhone, and other prices

Monday, August 28, 2023 4:28 pm3 Comments

As U.S.-China relations continue to sour, the way Macs, iPhones, iPads, and other Apple devices are made is changing, and that shift…

India’s Tata Group set to become Apple’s fourth iPhone assembler

Friday, May 12, 2023 12:30 pm3 Comments

Accelerating a shift of production outside China, Tata Group is set to become Apple’s fourth iPhone contract manufacturer, following its…

All Apple-designed circuit boards will use 100 percent certified recycled gold plating and tin soldering by 2025

Friday, April 14, 2023 10:45 am5 Comments

All Apple-designed printed circuit boards will use 100 percent certified recycled gold plating by 2025. This includes rigid boards, such as…

Better late than never: Apple suppliers race to exit China

Tuesday, February 28, 2023 11:11 am8 Comments

Apple suppliers are likely to move capacity out of China far faster than many observers anticipate to pre-empt fallout from…

How Apple plans to diversify its supply chain away from China

Monday, February 13, 2023 2:27 pm2 Comments

In recent years, there has been a growing concern among supply chain experts in companies like Apple and governments such as the U.S…

Apple assembler Foxconn in serious talks to establish operations in third Indian state

Wednesday, February 8, 2023 4:30 pmWednesday, February 8, 2023No Comments

India’s southern Karnataka state is in serious talks with major Apple assembler Foxconn over investment plans, Chief Minister Bommai…

Tata near to becoming first Indian Apple iPhone assembler

Tuesday, January 10, 2023 9:12 amWednesday, January 11, 2023No Comments

Tata Group is close to taking over a major Wistron plant in southern India in a deal that would give the country its first homegrown iPhone…

Apple supplier Luxshare refutes Apple production cut report

Thursday, January 5, 2023 10:19 am2 Comments

Apple supplier Luxshare said on Thursday its cooperation with current clients was normal, in response to a media report that Apple had…

Apple looks to diversify some iPad production from China to India

Monday, December 5, 2022 2:00 pmNo Comments

Apple is speaking with Indian officials about relocating some iPad manufacturing in the country as U.S.-Chinese relations sour and the CCP’s…

Better late than never: Apple accelerates plans to move production out of China

Sunday, December 4, 2022 12:40 pmSunday, December 4, 202219 Comments

In recent weeks, Apple has accelerated plans to shift some of its production outside China, long the dominant country in the company’s supply…

China forces new 7-day COVID lockdown around major Apple iPhone factory

Wednesday, November 2, 2022 9:02 amWednesday, November 2, 202210 Comments

China’s quixotic “zero-COVID” quest continues as the Chinese Communist Party imposes yet another 7-day lockdown in the city where…

Foxconn says production normal at Chinese iPhone plant despite CCP’s COVID-19 curbs

Friday, October 21, 2022 9:05 am1 Comment

Taiwan electronics manufacturer Foxconn said on Friday production at its largest iPhone factory remains normal, despite the CCP …

Apple suppliers add American manufacturing sites, with focus on California

Wednesday, October 5, 2022 10:16 am9 Comments

Apple suppliers added manufacturing operations in America in fiscal 2021, a sign of how quixotic COVID-19 responses…

Apple likely to benefit from ‘improving’ supply chain in Asia – analyst

Tuesday, May 31, 2022 10:15 amTuesday, May 31, 2022No Comments

Apple is likely to be one of the main beneficiaries from a “clear improvement” in the supply chain in Asia over the past week, as investment…

Apple’s supply chain issues might not be that bad, Wall Street says

Friday, April 29, 2022 11:32 amNo Comments

Analysts say Apple’s supply crunch looks to be only temporary, occurring during Apple’s slower time of the year, and the company’s…

Apple suppliers more than doubled clean power use over the last year

Thursday, April 14, 2022 11:07 am7 Comments

Apple today announced that its suppliers more than doubled their use of clean power over the last year, with over 10 gigawatts operational…

Apple unveils $50 million ‘Supplier Employee Development Fund’

Wednesday, March 30, 2022 8:41 amNo Comments

Apple today announced a $50 million Supplier Employee Development Fund that will expand access to learning opportunities and skills…

Apple to invest aggressively in America to diversify production amid globalization’s end – analyst

Monday, March 28, 2022 2:00 pm23 Comments

Shifting away from a focus in China, the global supply chain will likely change rapidly over the next decade. Apple saw it coming in 2018…

Apple aggressively expanding mini-LED supply chain capacity by 20-30% for MacBook Pro

Saturday, March 26, 2022 11:21 am3 Comments

Apple’s 14- and 16-inch MacBook Pro models offer a stunning Liquid Retina XDR display. Featuring the mini-LED technology used in iPad Pro…

Analyst: The big question is how did supply chain disruptions impact Apple’s sales?

Wednesday, January 26, 2022 4:32 pmWednesday, January 26, 20225 Comments

DA Davidson Research analyst Tom Forte says that the big unknown is how much supply-chain disruptions impacted Apple’s holiday quarter sales.

Apple shares get big target price boost; supply chain issues improving – analyst

Friday, January 21, 2022 9:33 amFriday, January 21, 2022No Comments

Wells Fargo raised its price target on Apple shares to $205 from $165, implying some 25% upside from Thursday’s closing levels, as analyst…

Apple dodges global supply chain woes with new MacBook Pro and AirPods launches

Tuesday, October 19, 2021 4:14 pm1 Comment

One day after unveiling all-new powerful MacBook Pro models and new third gen. AirPods, seemingly dodging global supply chain woes …

Analyst: Apple best positioned during global chip crunch, gets preferential treatment from suppliers

Wednesday, October 13, 2021 4:24 pm1 Comment

The global chip crunch may be starting to affect Apple’s iPhone 13 supplies, but analysts think the Cupertino Colossus can weather the…

The global chip crisis is a but a mere blip for mighty Apple

Wednesday, October 13, 2021 2:00 pm3 Comments

That even Apple is feeling the global chip crises causes by the various and sundry responses to COVID-19, rational and irrational, reveals…

Apple begins receiving iPhone 13 components ahead of mass production

Monday, June 28, 2021 1:52 pm3 Comments

Apple assemblers have begun receiving shipments of components needed for the production of its next-generation “iPhone 13” family of…

Apple suppliers’ China exodus won’t slow down regardless of who’s U.S. President

Monday, November 30, 2020 11:01 am76 Comments

The splintering of the global tech supply chain spurred by an exodus from China that began during President Donald Trump’s first term…

Apple makes iPhone 11 at Foxconn plant in India

Friday, July 24, 2020 9:52 amNo Comments

Apple has started making its iPhone 11 at the Foxconn plant in India near Chennai. This marks the first time Apple has manufactured a top-line model…

Apple COO Jeff Williams ‘optimistic’ about post-coronavirus US economy

Friday, May 8, 2020 2:18 pmNo Comments

Apple Chief Operating Officer Jeff Williams is “optimistic” about a U.S. economy recovery from the COVID-19 reaction as businesses begin to reopen…

As expected, Taiwan exports fell in February, but at a far slower pace

Friday, March 20, 2020 12:43 pm7 Comments

Amidst the COVID-19 pandemic, Taiwan’s export orders in February fell for a second month, but at a far slower pace than they did in January…

Apple’s next-gen 5G iPhones remain on schedule to launch this fall

Friday, March 20, 2020 10:15 amNo Comments

Apple’s next-gen 5G-capable flagship iPhones are still on schedule to launch in the fall as mass production isn’t set to begin until May…

Apple, others look to move production away from China; not an easy task

Thursday, March 5, 2020 5:39 pmThursday, March 5, 202024 Comments

Apple, Google and Microsoft have looked to move some hardware production from China to other countries, including Vietnam and Thailand…

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