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by batter 1354 days ago
is this really a good strategy to keep all eggs in one basket?
3 comments

Not sure what you mean. All the current data is painting the picture of companies and factories fleeing China, and moving to US (reshoring, close parity in cost to China in certain states, clean energy act), Mexico (friendshoring, close to consumer), Vietnam (fastest growing, most relocations), India (alternative to Vietnam, huge labor force), Malaysia, Indonesia, Philippines, Eastern Europe...the list goes on and on.
Where did you read this?
A complex cutting edge product has many "one basket" items that have no ready substitutes. For a company with Apple's buying power, that is often the opportunity to demand an exclusive from the supplier. Cuts both ways, at least for Apple and other 1st tier OEMs.
One basket = Higher Concentration Risk but better economies of scale Multiple baskets = Higher Complexity Risk lower economies of scale