Change is to be expected on the side of the MacBook production chain in China. Apple wants to have more partners and above all more production sites, according to Digitimes.
Covid-19 lockdowns in eastern Chinese cities severely disrupted Apple’s shipments in the second quarter of 2022. So Quanta Computer, which assembles around 60% of MacBooks at its Shanghai factory, would move part of the production to its factory in Chongqing in western China.
Meanwhile, Foxconn, which assembles the 13.3-inch MacBook Pro as well as the 13.3-inch MacBook Air, handles the remaining 40% of Mac orders at its Chengdu factory in western China. But Foxconn’s share rose knowing that Quanta experienced slowdowns due to lockdowns.
In the second half of 2022, Apple would like Wingtech to take over part of the production of the MacBook Air at its factory in Kunming in southwest China. Apple would like its share to be 5% in 2022 and 10% in 2023. Eventually, Apple wants Quanta to contribute 55% of its MacBook shipments, Foxconn 35% and Wingtech 10%.
One of Apple’s key projects is to no longer depend exclusively on China. That’s why the group wants Foxconn to assemble MacBooks in a factory in Vietnam. But moving the production line is far from simple and the process could take years.