The Return of Geopolitics and the Change of International Industrial Geography:Supply Chain Strategy Adjustment of Apple Inc.
With the increasing geopolitical pressure brought by the great powers competi-tion,the supply chain security of enterprises,especially those with strategic significance,has become a critical issue concerning national security and development.This issue has gone far beyond the scope of business and calls for research from the perspective of interna-tional political economy.As the most distinguished super enterprise in the global electronics industry,Apple Inc.adopted an efficiency strategy and gathered its supply chains to China due to China's industry attraction.However,in the context of the intensifying Sino-US stra-tegic competition,the US launched three economic wars in order to exert industry repulsion on China,during which Apple Inc.began to perceive an increasingly severe dilemma re-garding its supply chain security.Apple Inc.thus has to sacrifice efficiency and implement a security strategy for the supply chain,that is,diversifying supply chains to reduce overre-liance on China.The supply chain of Apple Inc.is shifting to India and returning to the US,but this process is fraught with various pains and challenges due to it high economic costs.The supply chain security dilemma and supply chain strategy adjustment of super en-terprises can be regarded as keys to understanding the change of international industrial ge-ography.A falling leaf is the herald of autumn.The supply chain strategy adjustment of Ap-ple Inc.demonstrates the contradiction and collision between market forces and state forces,efficiency logic and security logic in the new era of economic globalization encountered with the return of geopolitics.This indicates the basic direction of the evolution of the internation-al economic order.
super enterprisessupply chain security dilemmaindustry attractionin-dustry repulsioninternational industrial geography