Apple and numerous other businesses rely significantly on China to manufacture their goods, but this has recently been problematic due to the Asian nation’s implementation of lockdowns and other political restrictions that have an impact on these businesses’ ability to produce their goods. Apple is now diversifying its suppliers and will increase purchases from a Taiwanese manufacturer in an effort to lessen its reliance on China.
The second half of 2023 will see the start of AOET’s lens shipments for the iPad, according to analyst Ming-Chi Kuo. At the moment, AOET is the main source of lenses for the Mac. The analyst speculates that AOET “may follow in the footsteps of Sunny Optical,” which initially supplied components for the iPad before receiving orders for components for the iPhone.
The main story, however, in this situation, in Kuo’s opinion, is how Apple intends to employ AOET, a Taiwanese business, to carry out its long-term strategy of reducing reliance on Chinese suppliers. Apple has been gradually moving its production line to foreign nations.
According to numerous rumours from December, Apple is considering making the iPad for the first time in India, where it already makes the iPhone. A few days ago, an Indian business began supplying Apple with AirPods components. Along with producing Apple Watches and MacBooks in Vietnam, Apple is also assembling some iPhone models in Brazil.
China has imposed strict lockdowns on the nation with a “zero-COVID” policy ever since the pandemic’s start. This has caused numerous factories nationwide to close their doors for protracted periods of time, which has affected the availability of their products to businesses like Apple. The supply of parts for electronic products is also being challenged by political tensions between China and Taiwan.
