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Markets Surge, Apple's Tariff Strategy, Tracy Alloway, Justin Lopas, Paul Klein, Akshay Krishnaswamy

TBPN

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Navigating Apple's Supply Chain Challenges

This chapter explores the implications of rising costs for the next iPhone and how Apple is adapting its strategies in response to shifting revenue models towards services. The discussion covers Apple's dependency on Chinese manufacturing and its transition to assembling devices in countries like India and Vietnam amidst geopolitical pressures. Additionally, it delves into the competitive dynamics of Apple's supply chain and the broader market impacts of potential tariff changes on pricing strategies and logistics.

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