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2025-06-18

Apple at a Critical Crossroads: Dependence on China and the Tariff War

For over two decades, Apple has built its operational excellence in China, making it the beating heart of its global supply chain. But a new era of geopolitical friction and tariffs is putting this once-stable balance at risk. With U.S. protectionism back on the rise, the Cupertino giant is being forced to rethink its industrial model. Rebuilding and relocating elsewhere is neither simple nor fast. Apple’s future now hangs in the balance – between industrial strategy, political pressure, and market expectations.

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