Category: High Tech and Consumer Electronics Supply Chain

Apple Indeed Assessing Some Movement of Production from China

The Supply Chain Matters blog provides highlights of more definitive reports indicating that Apple’s is indeed assessing a shift of some of its iPhone and other consumer electronics manufacturing out of China. The effort appears in an assessment phase for upwards of 30 percent of current production, and if consummated could result in a permanent shifting of some manufacturing sourcing.

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A Significant Week in Global Supply and Demand Network Related Developments

The Supply Chain Matters blog reports highlights of significant global supply network developments that occurred this week that should capture the attention of multi-industry supply chain leaders and their respective organizations.

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Foxconn Discloses Contingency Production Sourcing Readiness for High Tech Products

According to a published report, Foxconn Technology Group, Apple’s prime contract manufacturer is ready to shift production out of China if becomes necessary. The revelation came in the contract manufacturer’s first-ever investor meeting and conference call.

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Trump Administration’s Sudden Actions to Initiate Retaliatory Tariffs on Mexico Imports is Unprecedented and Concerning

President Trump indicated last night, without adequate formal warning, that he intends to impose a 5 percent tariff on all imported goods from Mexico beginning on June 10. Make no mistake, from our Supply Chain Matters lens, this latest development, without some form of rationalization has serious implications for global trade and for global based supply and customer demand networks.

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Escalation of Global Trade Conflict or Weaponization of High-Tech Supply and Demand Networks? – Organizations Need to Assess

The Supply Chain Matters blog provides editorial commentary on the growing consensus that the escalation of U.S. and China trade conflicts has turned to a weaponization of high tech supply and customer demand networks.

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Are Heightened U.S. and China Trade Tensions Now at the Tipping Point?

The Supply Chain Matters blog provides our readers with yet another supply chain management focused update on the now heightened implications of ongoing trade tensions among two of the globe’s three largest economies. We pose the question and the response as to whether tensions are now at the tipping point.

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Breaking: China and U.S. Trade Talks Now at Impasse

Ongoing trade talks between China and the United States broke-off this afternoon without a basis of agreement. With additional tariffs now imposed by the Trump Administration, businesses and their respective supply and demand networks must now be prepared for additional fallout.

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U.S. and China Trade Talks Reach a Critical Stage

Global equity markets have once again turned volatile on the sudden and unexpected Twitter based announcement by U.S. President Donald Trump threatening to significantly increase import tariffs on goods imported from China. Multi-industry supply networks are at risk, depending on the outcome, and smaller businesses are especially at-risk without a contingency plan.

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Q1 Financial Performance Reports: Added Evidence of Multi-Industry Global Supply Chain Slowdown

As multiple businesses report first quarter financial performance, evidence continues to mount that multiple industry supply chains, from autos to high-tech, are now being increasingly challenged by a global slowdown and bloating inventories.

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Our Q1-2019 Newsletter Has Published

The Supply Chain Matters blog and The Ferrari Consulting and Research Group alerts research clients subscribed and general readers, that our Q1-2019 Quarterly Newsletter published on Thursday of this week.

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Foxconn’s Investment in the United States Now a Far Different Scenario

The Supply Chain Matters blog updates global readers on Foxconn’s previously announced plans to establish a significant high tech and consumer electronics presence in the United States. That strategy has obviously changed, and the political and business dimensions are getting messy.

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