[siculars]

While I’m sure everything in this PR is true, I’m also gonna take a moment to read between the lines. Apple will/should leverage this relatively unprecedented/innocuous statement to accelerate diversity in their supply chain.

With the US squeezing China with sanctions it is only a matter of time before China retaliates against Apple. Politically, reducing pressure on China in the US is not tenable in this climate. We’re in a one way ratchet and Apple needs to diversify away from China as quickly as possible. Covid lockdowns in China ultimately provide a fantastic opportunity and official/formal face saving measure for Apple (and all other US manufacturers) to establish alternate supply chains without openly antagonizing China.