• Bulletin
Apple's China problem, Nvidia's GPU workaround, lidar industry consolidation begins.
Can Apple Untangle Itself from China?
The answer to the question above may be no, but Apple must begin moving more of its manufacturing and procurement activities out of China to avoid future supply chain snafus.
Uncoupling from China will be difficult. China’s transformation into the world’s second-largest economy and Apple’s giddy revival starting in the 1990s unfolded in parallel. China owes much of its stupendous economic growth over the last several decades to heavy outsourcing of Western manufacturing.