Don’t forget that Apple is slowly ramping up its manufacturing presence in India, in addition to Vietnam mentioned by another comment, to further mitigate its over reliance on China.
This is more spreading out final assembly to dodge tariffs, both US and Indian. Losing out on assembly is minor compared to moving up component value chain. Queue meme about China making $8 per iPhone 3G (3% of cost). It grew to $100 for iPhone X (25% of cost). Reliance is growing.
Samsung's somewhat exceptional in that they have a lot of domestic high end component manufacturing. But even they've been increasing Chinese manufacturing via ODMs for lower end models while media was talking about their move to Vietnam. I think their high end models still sources ~30% from China.
Samsung's somewhat exceptional in that they have a lot of domestic high end component manufacturing. But even they've been increasing Chinese manufacturing via ODMs for lower end models while media was talking about their move to Vietnam. I think their high end models still sources ~30% from China.