Despite Apple’s attempts to diversify its supply chains away from China, it seems the manufacturing giant is here to stay.
According to Wellsenn XR, a China-based consultancy, Apple’s Vision Pro mixed reality headset relies heavily on Chinese suppliers, as evidenced by its latest bill of materials.
Apple’s Vision Pro headset is made by eight Chinese companies, including camera module maker Cowell e Holdings and Luxshare, which assembles the product.
Wellsenn’s method of acquiring the list is unclear.
The iPhone output was hit last November due to China’s relentless zero-COVID pursuit, which resulted in Apple’s overreliance on Chinese production lines. A portion of Apple’s iPhone production is already based in India, and the company is also exploring moving iPad production there.
The list published by Wellsenn also includes South Korea’s Samsung and LG, Taiwan’s Foxconn, and Japan’s Sony.
In its report, Wellsenn estimates that the Vision Pro’s parts and materials cost $1,733 – less than half its retail price of $3,499.
Despite the internet’s derision of its price tag and goofy aesthetics, investors have been attracted to the Vision Pro.
In a June 6 Insider report, Zinya Salfiti and Nidhi Pandurangi reported that the hardware product could drive Apple’s valuation up massively.
On Tuesday, Apple shares closed 0.3% lower at $183.31, but have gained 41% so far this year. The company is now valued at $2.89 trillion.
Despite Insider’s request for comment sent outside regular business hours, Apple did not respond immediately.
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