The question isn’t whether Apple should slash its massive sourcing and third-party manufacturing presence in China. It’s how much of a reduction is needed and how fast Apple CEO Tim Cook can do it.
By Bolaji Ojo
What’s at stake?
A reduction in Apple’s manufacturing, procurement and other supply chain engagements with China may be desirable because of geopolitical and other constraints. But a divorce may be close to impossible because it involves not one, but hundreds of supply chains, managed by the company’s suppliers.
Apple and China. China and Apple.
Outside of the abrupt breakout of war, it will take years, if not decades, for Apple Inc. to drastically reduce or eliminate its dependence on China.