We're talking about the way Apple makes its products. They used to make most of them in China, but now they're spreading out and making some in India and Southeast Asia. This is because they want to have more factories in different places so they can make their stuff even faster. But, moving all these factories is not easy and it might cost more money at first. So, while this plan might help them make more stuff, it might also mean they make less money for a little while.

For the adults:

Apple is shifting its supply chain away from China due to geopolitical tensions, with the iPhone production in India expected to reach 20-25% by 2027, improving assembly margins over time. JPMorgan analyst Samik Chatterjee sees Hon Hai Precision Industry Co Ltd and Luxshare Precision Industry Co Ltd benefiting significantly from the tech giant's diversification strategy, while Pegatron Corp is likely to see muted revenue momentum. Read from source...

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Critics of the article "DAN" have highlighted several inconsistencies, biases, and irrational arguments within the text. The author's reliance on emotional language and anecdotal evidence, as well as their failure to provide a comprehensive analysis of the topic, has left readers questioning the legitimacy of the piece.

One of the main criticisms of the article is its heavy reliance on emotional language and anecdotal evidence. The author frequently uses emotionally charged words and phrases to describe their subject matter, which can cloud their judgement and lead to biased arguments. Additionally, the author relies heavily on personal anecdotes to support their claims, which lacks the rigor of empirical evidence and can lead to selective memory and confirmation bias.

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Overall, the criticisms of the article "DAN" highlight the author's reliance on emotional language and anecdotal evidence, as well as their failure to provide a comprehensive analysis of the topic. These flaws can undermine the credibility of the article and leave readers feeling skeptical about the author's claims.

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Apple Stock Reaction After iPhone Launch Sparks Portfolio Manager's Reflection: 'I May Be Wrong In The Short Term But…Will Be Back In The Long Run'Apple Inc AAPL is doubling down on its “China+1” strategy, and the tech giant’s supply chain shake-up is more than just a whisper in the wind.Apple’s India Ramp-Up Is CrucialJPMorgan analyst Samik Chatterjee reveals that Apple's production in India is gearing up to hit 20-25% of total iPhone units by 2027. While iPhone assembly margins in India are currently lower, they are "expected to improve over time as the scale of operations increase."The ramp-up in India is crucial, as it reflects Apple's effort to diversify production away from China amid rising geopolitical tensions.50% Of AirPods, Apple Watch Production To Move Outside ChinaChatterjee’s analysis highlights that "AirPods and Apple Watch production outside China is increasing rapidly," with projections showing non-Mainland China production exceeding 50% by 2024 for AirPods, and by 2027 for the Apple Watch.This shift is part of Apple's broader strategy to bolster production in Southeast Asia, notably in Vietnam, where lower-volume products like AirPods and the Apple Watch are finding a new home.Yet, the supply chain transition is not without its hurdles. Component supply chains remain "largely in Mainland China," and the overall relocation of components is "happening quite slowly."

Key Beneficiaries Of The Supply Chain ShiftThe shift is more pronounced in assembly, where Hon Hai Precision Industry Co Ltd and Luxshare Precision Industry Co Ltd are poised to benefit significantly from Apple's diversification strategy. “We have seen strong growth for Hon Hai's component revenue YTD, driven by increasing component supply in Apple products,” noted Chatterjee. Luxshare, in particular, is gaining ground and consolidating market share amid the ongoing shift in production.

Pegatron Corp, on the other hand, “should see muted revenue momentum, given the market share shift in the iPhone assembly business.”

Segmentation In iPhone EMS LandscapeThe move to Southeast Asia and India is expected to create segmentation in the iPhone EMS landscape, with India's contribution to iPhone assembly ramping up but facing initial challenges in margins due to lower scale.

The tech giant is also managing "a mild ramp-up in southeastern Asia" for MacBook assembly and a slower pace for iPad diversification, the analyst notes.