I, for one, can't support any particular support of Chinese culture over any other culture. Why is this special?
Speaking from the stance of market(s) -
"According to November data from Counterpoint Research, Apple had just 8 percent of the market share in China during the third quarter of 2019, down from 9 percent during the same time period in 2018. Huawei is the market leader with a 40 percent share, trailed by Vivo, Oppo and Xiomi"
As an AAPL holder since 1999, I don't really care about this. I do care about market diversification - manufacturing efficiencies, and an edge over competitors in emergent markets and unrealized spaces. This, to me, looks like some kind of appeasement. Does the combined tax+labour offset in China really impact your COG to such an extent that China, your *minority* market gets special and highly unique branding?
What shareholders, like myself, should be asking is:
1) AAPL has decided to fab their own SOC architecture. Amazing, brilliant, and yes. Get out of the fake, and agreed-upon (typical of binary market competition) BS that INTEL vs AMD has been suggesting is the 'reality' of progress.
2) Then, given the performance and efficiency gains made across the line (energy storage, power, savings via processing improvements with respect to the last two parameters, and others), what -> presently <- are your COG and related factors which mandate you manufacture in China. Why not U.S.? Why not Peru, Ireland, Ukraine, or (?)
3) And how does the latter justify AAPL kissing *** for a country that represent a (yes, significant opportunity) market that simply is neither sticky with respect to their products nor an actual first-runner adopter - unless the basic physical features are trendy.