Vietnam, India big winners in Apple supply chain shift

Vietnam, alongside India have been the big winners in Apple’s diversification out of China according to Bloomberg. Bloomberg has compiled Apple supplier data from 2012 to 2022 and found a huge expansion of Apple suppliers in the burgeoning Southeast Asian nation over the last five years or so. With comments from:  Chris Miller, author of Chip War: The Fight for the World’s Most Critical Technology; Bloomberg Intelligence’s Steven Tsen; Veena Jha, chief executive officer of IKDHVAJ Advisers; Jeffrey Jaensubhakij, chief investment officer at Singapore sovereign wealth fund GIC Pte; and Sonal Varma, an economist with Nomura Holdings Inc.