This chapter explores the expansion of Apple's supply chain outside of China, the financial implications of this expansion, and the factors that led Apple to diversify its production lines. It also discusses the potential risks associated with production in Taiwan and the influence of the Foxconn technology group and Chinese investments in Apple's supply chain.
Bloomberg News Chief Technology Correspondent Mark Gurman discusses how Apple’s iPhone supply chain is splintering under US-China tensions. Stefan Selig, Managing Partner at BridgePark Advisors, talks about US-China economic relations. Bloomberg New Economy Editorial Director Erik Schatzker shares the names of the Bloomberg New Economy’s 2023 class of Catalysts. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management.
Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.
See omnystudio.com/listener for privacy information.