Apple leads U.S. tech giants in China ties, getting 18 percent of revenue and an estimated 85 percent of its manufacturing from China

[beijingwalker]

Apple leads U.S. tech giants in China ties, getting 18 percent of revenue and an estimated 85 percent of its manufacturing from China​

Ina Fried, author of Axios
March 29 2022
Illustration: Aïda Amer/Axios

Huawei may have seen its sales take a dip amid U.S. sanctions, but it's not just Chinese companies that stand to suffer if the U.S. and China further split their tech universes.

Driving the news: A new report from Loup Partners details U.S. tech giants' exposure to China.

Why it matters: China is a major source of manufacturing capacity and also a juicy, if tough-to-crack, market for companies looking to expand globally.
Details:

• Apple is one of the companies most exposed to China, getting 18 percent of revenue and an estimated 85 percent of its manufacturing from the country.
• Tesla gets about a quarter of its revenue and does about the same percentage of its manufacturing in China.
• Amazon only gets a tiny fraction of its revenue, probably less than 1 percent, from China, but the Loup report estimates that 37 percent of sellers and 75 percent of products sold on Amazon are from China.
• By contrast, Microsoft gets about 2 percent of revenue from China, while Google, Facebook and Netflix don't get meaningful revenue from the country, though Facebook and Google do manufacture some hardware there.

Apple leads U.S. tech giants in China ties

It's not just Huawei that could suffer from the "great decoupling."

www.axios.com

 

[SuvarnaTeja]

Apple leads U.S. tech giants in China ties, getting 18 percent of revenue and an estimated 85 percent of its manufacturing from China​

Ina Fried, author of Axios
March 29 2022
Illustration: Aïda Amer/Axios

Huawei may have seen its sales take a dip amid U.S. sanctions, but it's not just Chinese companies that stand to suffer if the U.S. and China further split their tech universes.

Driving the news: A new report from Loup Partners details U.S. tech giants' exposure to China.

Why it matters: China is a major source of manufacturing capacity and also a juicy, if tough-to-crack, market for companies looking to expand globally.
Details:

• Apple is one of the companies most exposed to China, getting 18 percent of revenue and an estimated 85 percent of its manufacturing from the country.
• Tesla gets about a quarter of its revenue and does about the same percentage of its manufacturing in China.
• Amazon only gets a tiny fraction of its revenue, probably less than 1 percent, from China, but the Loup report estimates that 37 percent of sellers and 75 percent of products sold on Amazon are from China.
• By contrast, Microsoft gets about 2 percent of revenue from China, while Google, Facebook and Netflix don't get meaningful revenue from the country, though Facebook and Google do manufacture some hardware there.

Apple leads U.S. tech giants in China ties

It's not just Huawei that could suffer from the "great decoupling."

www.axios.com

It would be fun to see when China nationalizes all US and NATO factories in China.

That time is not far away.

 

[beijingwalker]

It would be fun to see when China nationalizes all US and NATO factories in China.

That time is not far away.

I always say companies like Apple and Tesla are more of Chinese companies than America's.

 

[SuvarnaTeja]

I always say companies like Apple and Tesla are more of Chinese companies than America's.

When the time comes they will quit US stock market and move their HQ to Shanghai.

That will be icing on the cake.

 

[Hamartia Antidote]

Well the Chinese certainly love Apple...you never see this in the US.

 

[beijingwalker]

Made in China

 

[Hamartia Antidote]

Made in China

By Chinese workers proud to work for a US company.

 

[beijingwalker]

By Chinese workers proud to work for a US company.

Workers are worker, they work for money, not for being proud. your claim is so weird. but anyway, US desire to move manufacturing jobs back to US won't happen, maybe because US workers are not "proud" to work in US companies, they would rather sleep on the streets without jobs.

 

[Hamartia Antidote]

Workers are worker, they work for money, not for being proud. your claim is so weird. but anyway, US desire to move manufacturing jobs back to US won't happen, maybe because US workers are not "proud" to work in US companies, they would rather sleep on the streets without jobs.

These people would still choose to sleep on the streets even if an Apple factory was right next door.

 

[beijingwalker]

These people would still choose to sleep on the streets even if a factory was right next door.

This is what a said, nothing to do with pride as you claimed.

 

[Hamartia Antidote]

This is what a said, nothing to do with pride as you claimed.

No, some people are just not interested in having a steady job.