Apple Wants Suppliers to Explore Major Shift From China: Nikkei

The transcript discusses the potential shift of 15-30% of production capacity from China to Southeast Asia, as reported by Nikkei. It explores how major tech companies, particularly Apple, might respond to US-China tensions by evaluating cost implications. The discussion highlights Apple's reliance on Chinese manufacturing and the potential impact on its revenue, especially from the US market. It also considers the possibility of Chinese regulatory retaliation if Apple reduces its supply chain presence in China.

What percentage of production capacity is being considered for shifting from China to Southeast Asia?

How does the way Apple operates influence its decision to shift production?

What factors might affect Apple's production decisions in relation to US-China tensions?

What impact could a shift in production have on Apple's sales in China?

How might Chinese regulators respond if Apple's supply chain is partially moved out of China?