Untitled - June 16 2026 at 145330 - IMD Business School
Supply chain strategy

Apple’s supply chain stress test

In 2022, Apple’s supply chain disruptions exposed risks in its China-centric model. Lockdowns, unrest, and shortages caused $1.5bn in losses, stockouts, and declining performance. These shocks forced a strategic rethink of its value chain. Apple now faces trade-offs: deepen integration for control or diversify suppliers for resilience, while safeguarding quality, margins, and scale. How should Apple redesign its supply chain to balance control and resilience in a fragmented world?

June 2026
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