Comment by marianatom | Hacker News Reader

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Comment by marianatom | Hacker News Reader

related:

Apple begins making the iPhone 14 in India https://www.cnbc.com/2022/09/26/apple-starts-manufacturing-t...

Apple may move a quarter of iPhone production to India by 2025 https://www.reuters.com/technology/apple-may-move-quarter-ip...

Multiple Supply Chain Risks Accelerate Reshoring, 350,000 jobs in 2022 https://www.qualitymag.com/articles/97116-reshoring-initiati...

and the latest trend: friendshoring https://fortune.com/2022/07/19/what-is-friendshoring-janet-y...

EDIT: China growth to fall behind rest of Asia for first time since 1990. Vietnam is predicted to lead the region with annual growth of 7.2% https://www.ft.com/content/ef425da7-0f94-484a-9f0c-40991be70...

What this will mean for the quality? Is China or India better?

is this really a good strategy to keep all eggs in one basket?

Not sure what you mean. All the current data is painting the picture of companies and factories fleeing China, and moving to US (reshoring, close parity in cost to China in certain states, clean energy act), Mexico (friendshoring, close to consumer), Vietnam (fastest growing, most relocations), India (alternative to Vietnam, huge labor force), Malaysia, Indonesia, Philippines, Eastern Europe...the list goes on and on.

Where did you read this?

A complex cutting edge product has many "one basket" items that have no ready substitutes. For a company with Apple's buying power, that is often the opportunity to demand an exclusive from the supplier. Cuts both ways, at least for Apple and other 1st tier OEMs.

One basket = Higher Concentration Risk but better economies of scale Multiple baskets = Higher Complexity Risk lower economies of scale

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