Asia dominates global manufacturing and supply chains. Understanding these connections is essential for Asian market analysis.
Key Supply Chain Hubs
| Country | Specialization |
| China | Assembly, manufacturing, rare earths |
| Taiwan | Semiconductors (TSMC) |
| South Korea | Memory chips, displays, batteries |
| Japan | Equipment, precision components, materials |
| Vietnam | Electronics assembly (shifting from China) |
| India | IT services, pharmaceuticals |
| Indonesia | Commodities, nickel (EV batteries) |
Apple Supply Chain Example
- Design: Apple (US)
- Chips: TSMC (Taiwan)
- Memory: Samsung/SK Hynix (Korea)
- Display: Samsung/LG (Korea)
- Assembly: Foxconn/Hon Hai (Taiwan → China/India/Vietnam)
- Battery: CATL (China)
China Plus One
Since 2018 trade tensions, companies are diversifying manufacturing from China to Vietnam, India, Indonesia. This is reshaping Asian investment flows and stock performance.