What Apple Has at Stake in China

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Apr 12, 2025

Combining low costs with premium-price devices means Apple’s share of profits for all smartphone production globally can top 80%, even when its share of device shipments is below 20%, according to Counterpoint Research.

Other countries don’t offer the same promise as a manufacturing hub, Guthrie found when he studied alternatives for Apple. India has lots of workers, but bureaucracy can make it more difficult to move quickly. Apple suppliers in India have focused on two southern Indian states that have more streamlined processes. Apple supplier Foxconn has its main India factories near Chennai. Indian officials hoped the new tariffs on China would help the country take on more of the Apple supply chain beyond final assembly. But such an effort would take years. Read More

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In the Press

Published

Apr 12, 2025

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Team Counterpoint

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer