A look at Apple’s efforts to reduce dependence on Foxconn; sources: Apple wants other suppliers in China, Vietnam, and India to actively plan product assembly (Wall Street Journal)

Wall Street Journal:
A look at Apple’s efforts to reduce dependence on Foxconn; sources: Apple wants other suppliers in China, Vietnam, and India to actively plan product assembly  —  Burned by Covid lockdowns and worker protests at Foxconn plants, the iPhone maker is looking to diversify the supply chain that has powered its growth

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Sources: in a first, Apple plans to move some MacBook production to Vietnam in 2023, asking Foxconn to begin as early as May, to further diversify from China (Cheng Ting-Fang/Nikkei Asia)

Cheng Ting-Fang / Nikkei Asia:
Sources: in a first, Apple plans to move some MacBook production to Vietnam in 2023, asking Foxconn to begin as early as May, to further diversify from China  —  iPhone maker aims to have ‘out of China’ production alternatives for key products  —  TAIPEI — Apple plans to move …

Analysis of Apple’s supply chain data shows 44% to 47% of suppliers were China-based between 2014 and 2019, dropping to 41% in 2020 and 36% in 2021 (Josh Horwitz/Reuters)

Josh Horwitz / Reuters:
Analysis of Apple’s supply chain data shows 44% to 47% of suppliers were China-based between 2014 and 2019, dropping to 41% in 2020 and 36% in 2021  —  Apple Inc’s (AAPL.O) wide exposure to Chinese manufacturing, notable both for its low costs and rising risks, has receded since the COVID-19 pandemic began …

Altana, which uses AI to find supply chain anomalies and identify potential risks and bad actors, raised a $100M Series B, bringing its total funding to $123M (Kyle Wiggers/TechCrunch)

Kyle Wiggers / TechCrunch:
Altana, which uses AI to find supply chain anomalies and identify potential risks and bad actors, raised a $100M Series B, bringing its total funding to $123M  —  Trade wars, military conflicts, the rise of e-commerce and sustainability concerns are driving changes to supply chain networks and trade flows.

Microsoft unveils Supply Chain Center software in preview to help customers track supply chains by combining data from its own programs plus Oracle and others (Dina Bass/Bloomberg)

Dina Bass / Bloomberg:
Microsoft unveils Supply Chain Center software in preview to help customers track supply chains by combining data from its own programs plus Oracle and others  —  Microsoft Corp. unveiled software that will help customers track and coordinate supply-chain systems by combining data …

Kuo predicts that, in the next three to five years, Apple may be able to supply the US market, or ~25% of global shipments, from assembly sites outside of China (Chance Miller/9to5Mac)

Chance Miller / 9to5Mac:
Kuo predicts that, in the next three to five years, Apple may be able to supply the US market, or ~25% of global shipments, from assembly sites outside of China  —  Apple analyst Ming-Chi Kuo is out today with some new predictions on how Apple can continue to reduce its reliance on China.