IanBrown : lugg
In the midst of a product pivot, the AMS OSRAM acquisition provides Apple with not only the opportunity to reevaluate their display strategy, but also to further insulate their supply chain from geopolitical risk. While OSRAM is German (AMS is Austrian) their new opto-semiconductor factory is located in Malaysia. Malaysia is in an excellent position to benefit from U.S. companies looking to diversify out of Chinese manufacturing dependency. Whether the current U.S. administration remain in office beyond 2020, the existing trade row has been a wakeup call for many industries and companies to reassess their supply chain, in light of exposure to geopolitical realities.