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Apple is 'More Aggressively' Relocating Production from China to India and Vietnam - JPM

By Senad Karaahmetovic A JPMorgan analyst sees Apple's (NASDAQ:AAPL) relocation efforts increasing to mitigate the supply chain risks, which are mainly tied to China and...
Apple is 'More Aggressively' Relocating Production from China to India and Vietnam - JPM © Reuters. Apple (AAPL) is 'More Aggressively' Relocating Production from China to India and Vietnam - JPM
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By Senad Karaahmetovic

A JPMorgan analyst sees Apple's (NASDAQ:AAPL) relocation efforts increasing to mitigate the supply chain risks, which are mainly tied to China and Shanghai.

The analyst forecasts that Apple is manufacturing around 95% of its products in China today, a number that should fall to about 75% by 2025.

“Vietnam is emerging as the production hub for components (camera modules) and EMS of smaller-volume products (Apple Watch, Mac, iPads) and is already a major destination for AirPods manufacturing. For iPhone EMS, India appears to be the location of choice for diversifying the supply chain away from China,” the analyst said in a client note.

As far as iPhones are concerned, JPMorgan estimates that the company will move ~5% of iPhone 14 production to India from late 2022 and reach 25% by 2025.

“We expect ~20% of iPad, ~5% of MacBook, ~20% of Apple Watch and ~65% of AirPods production to be located in Vietnam in 2025,” the analyst added.

Moreover, the analyst also sees more companies in the Apple supply chain reaccelerating their own supply chain relocation efforts. Along these lines, Hon Hai is likely to be the key winner during the relocation trend.

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04-10-2022 07:26:48 (UTC+7)

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    EUR/USD 0.9827 ↑ Sell  
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    AUD/USD 0.6502 ↑ Sell  
    USD/CAD 1.3634 ↑ Buy  
    EUR/JPY 142.13 Sell  
    EUR/CHF 0.9754 ↑ Buy  
    Gold 1,707.60 ↑ Sell  
    Silver 20.770 ↑ Sell  
    Copper 3.4188 ↑ Sell  
    Crude Oil WTI 83.58 ↑ Buy  
    Brent Oil 89.00 ↑ Buy  
    Natural Gas 6.523 ↑ Sell  
    US Coffee C 215.55 ↑ Sell  
    Euro Stoxx 50 3,342.17 ↑ Sell  
    S&P 500 3,678.43 ↑ Sell  
    DAX 12,209.48 Neutral  
    FTSE 100 6,908.76 Neutral  
    Hang Seng 17,079.51 ↑ Buy  
    Small Cap 2000 1,709.05 Buy  
    IBEX 35 7,462.00 ↑ Buy  
    BASF 40.940 ↑ Sell  
    Bayer 47.95 Sell  
    Allianz 161.54 Neutral  
    Adidas 119.00 ↑ Buy  
    Lufthansa 5.716 Sell  
    Siemens AG 100.92 ↑ Sell  
    Deutsche Bank AG 7.630 ↑ Sell  
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