Apple has ~150 suppliers in PRC, other countries barely break 30. They have some of the higher value components, but PRC pockets ~25% of BOM since iPhoneX, so likely higher now with BOE, YMTC (if it survies), Winstron and Luxshare, as as far as I know, a lot of the hardware design shifted to SZ during covid.
Reality is apart from shifting final assembly to other countries (insert 8$ per phone meme), PRC is moving up value chain in Apple. And if Apple wants to keep PRC market access, they'll keep the affair happening. Hence US gov had to drop the boot with YMTC.
Reality is apart from shifting final assembly to other countries (insert 8$ per phone meme), PRC is moving up value chain in Apple. And if Apple wants to keep PRC market access, they'll keep the affair happening. Hence US gov had to drop the boot with YMTC.