Since February 24, Russia’s invasion of Ukraine has prompted many economic players to review their overall production strategy. We will not go into the ins and outs of this crisis in depth here, but the repercussions are very numerous, particularly in terms of energy, but also in the agri-food sector.
Towards a greater investment by Apple in the United States?
And precisely, Gene Munster, an expert from Loupfunds, has just published a very interesting analysis which this time concerns Apple. According to him, the war in Ukraine highlights the fragility of too much dependence on Taiwan and China on the part of the Cupertino company.
The specialist explains as follows:
One nightmare scenario could easily lead to another. China may be emboldened by what it sees in Ukraine and decide it is finally time to take control of Taiwan.
He adds : ” In FY21, 18% of Apple’s revenue came from Greater China, and I estimate 85% of the company’s products are assembled in China. »
And faced with such an eventuality, the situation could then become very difficult to manage for the Apple brand. It is therefore suggested to him to invest in the United States.
Gene Munster recalls that in 2018, Apple ” outlined a five-year investment target of $350 billion in the United States, including next-generation silicon development and 5G innovation across nine US states. In April 2021, the company increased this investment target by 20% to a total of $430 billion. (…) Apple allocates enough capital to build 20 factories in the United States. In the years to come, I expect further investments to be made in this initiative. »
Faced with the various risks, everyone is looking for solutions to anticipate the future, and for Apple this could precisely involve a return to its land.