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Apple's Supply Chain in China (2021-2026)

📑 5 slides 👁 44 views 📅 2/7/2026 📄 PDF
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Overview of Apple's China Supply Chain

China accounts for over 90% of iPhone assembly, with $55B annual investments by 2015.

Overview of Apple's China Supply Chain
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Key Challenges (2021-2026)

  • US-China trade war: Tariffs reached 145% by 2025, threatening 80% of US-bound iPhones.
  • COVID-19 lockdowns caused worker protests and production halts at Foxconn plants.
  • Geopolitical tensions led to a 9% drop in iPhone shipments in China by 2025.
Key Challenges (2021-2026)
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Apple's Strategic Responses

  • Diversification: 15% of iPhones made in India by 2025, targeting 25% by 2027.
  • US investments: $500B commitment to create 20,000 jobs and avoid tariffs.
  • Lobbying secured tariff exemptions, but core dependencies in China remain.
Apple's Strategic Responses
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Financial Impacts

  • Revenue losses: $30B cumulative from disruptions and tariffs (2021-2026).
  • 2025 tariffs could add $900M quarterly, risking 85% price hikes on iPhones.
  • Stock plunged 23% in 2025, erasing $770B in market cap due to geopolitical risks.
Financial Impacts
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Conclusion & Recommendations

  • China remains critical but poses $30B+ in risks; diversification is slow.
  • Recommendations: Boost India/Vietnam production to 30-40% by 2030.
  • Expand US investments and AI/services to offset hardware reliance.
Conclusion & Recommendations
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