Apple's new CEO inherits a 'reckoning' with China that can no longer be avoided or hedged, according to Isaac Stone Fish, founder and CEO of Strategy Risks. Apple has made a multi-hundred billion dollar bet on China over the past decades, and now in a bifurcating world, companies must pick sides between the US and China. Despite efforts to diversify manufacturing to India and Vietnam, Apple remains deeply dependent on China, as those countries' supply chains are also tied to China. China is actively pushing manufacturers to prevent decoupling, through laws and sanctions, making it challenging for Apple to navigate. Stone Fish suggests Apple should 'manage decoupling' by pricing out the risks of its China engagement and slowly moving away without jeopardizing its operations there.
Apple Inc.Apple's heavy reliance on China is highlighted as a risk amid US-China bifurcation, with China using laws and sanctions to prevent decoupling.
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