The Chinese report says that local suppliers are already feeling the effects of Apple’s efforts to move production out of the country, with Vietnam also benefiting from the Cupertino company’s plan to reduce its reliance on China …BackgroundWe’ve been warning for many years about both the need and the difficulty of reducing Apple’s dependence on China, but the pandemic made even clearer the risks of the company having most of its manufacturing eggs in one basket.The forecast is more aggressive than JPMorgan’s earlier prediction that India would assemble 25 per cent of total iPhones worldwide by 2025, but is in line with the rapid surge in India’s share of iPhone deliveries.Goertek, which has been making acoustic parts for Apple’s AirPod earbuds and other devices in eastern China’s Shandong province for two years, is another example.“Apple has worked with, or developed their Chinese suppliers for years and this will not be achieved overnight.Taking this ‘driver for perfection’ catalyst out of the market may lead to standards slipping within the supply chain.”This concern may be exaggerated given that a lot of Apple’s production outside of China is with the same Taiwanese or Chinese companies."