According to the report from the sheet Taiwan News, Apple has begun the process of relocating some of its AirPods, iPad and Apple Watch production lines from mainland China to Taiwan due to the corona epidemic. The news came just a few days after “Apple” moved the assembly line of MacBook Air and MacBook Pro to Taiwan.
Taiwan News is one of the fairly reliable aggregated news sites in Taiwan, especially for information related to the supply chain. Specifically, the source said:
“Apple is trying to diversify its supply chain geographically due to the spread of the virus, which has seriously affected the production of Apple products in mainland China. Apple intends to gradually increase it. rate of production in Taiwan, while still trying to maintain cooperation with suppliers in China.
It is estimated that at least 1/3 of production lines in mainland China will not be able to operate at full capacity in the first quarter of this year, and it is almost impossible to return to schedule before the end of February. Therefore, there are many doubts as to whether production will return to schedule in the first 10 days of March. “
The extent to which China’s production efficiency will be affected depends on the time the corona epidemic continues to spread. According to the latest WHO report, there were 1909 new cases and 98 new deaths in the previous 24 hours, nearly all the victims were in China. At the present time, the total number of cases is 73332 and the number of deaths is 1873. The risk assessment of acute coronary pneumonia in China remains “very high”.
Therefore, moving production lines from mainland China to Taiwan will help Apple, although not a complete solution because many components are manufactured in the mainland. If the disease continues to persist, Apple’s contract manufacturers will suffer from a shortage of components, which could greatly affect the set progress.