Apple’s dependence on China has only deepened as Trump’s tariffs loom, despite tapping factories in Brazil and India, the company’s data shows Here are the products that could be affected via ReutersGraphics
But the factories outside China are smaller and, in the case of India and Brazil, Apple only uses them to meet domestic demand. Apple’s contract factories inside China, meanwhile, have added far more locations than outside, with Foxconn alone expanding from 19 locations in 2015 to 29 in 2019 and Pegatron going from eight to 12, according to Apple’s data. The new locations come as Apple has added watches, smart speakers and wireless headphones to its product lineup.
Reuters sorted the data and calculated the overall portion of Apple’s supply chain in China. In a few cases each year, Apple did not provide a specific address and Reuters excluded that location. Other phone makers ship far fewer units and have more flexibility. Alphabet Inc’s Google is shifting its Pixel smartphone production to Vietnam from China starting this year as it builds a cheap supply chain in Southeast Asia, the Nikkei business daily reported on Wednesday.
Outside of China, “there few places in the world that have the infrastructure to produce 600,000 phones a day,” said Dave Evans, chief executive of San Francisco supply chain firm Fictiv.
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