[summerlight]

Yeah, this is true. Apple is now desperately trying to reduce the dependency on China, but this will take at least several years which is more than enough to damage its reputation. Building supply chain that spans over an entire country is still a non-trivial problem even though Samsung did most of the hard works for Apple.

And worse, even this is still a very optimistic projection given that it might be impossible at all. Samsung was lucky in that they were still producing majority of their semiconductors in South Korea, of course, which makes them still important enough to China. I don't know if Apple holds any thing comparable as a negotiation card.