Reuters quoted sources as saying that Foxconn is moving part of the iPad and MacBook assembly work from China to Vietnam.
It is reported that the relocation of the assembly line is what Apple asked Foxconn to do. Foxconn, as a foundry, must also respond to the various requirements of major customers such as Apple.
Apple’s reason for doing this may be the pursuit of geographic diversification of the supply chain. In the past few years, Apple has scattered all kinds of production and assembly work in different countries or regions.
For example, Apple’s AirPods/AirPods Pro suppliers have already assembled in Vietnam, and Apple may spread more assembly work to Vietnam and other countries.
The report also said that Apple seems to be planning to expand the production capacity of iPhone series products in Vietnam. Of course, this may be Apple’s pursuit of Vietnam’s current very cheap labor.
Apple currently has a number of supply chain companies including Foxconn, Pegatron, and Compal Electronics, etc. These supply chain companies are also increasing geographic diversity at Apple’s request.
For example, it was previously reported that Foxconn was planning to invest $1 billion in India to establish a new foundry, seeking low-cost labor to assemble iPhone series products in India.