supply chain

Apple has strategically adjusted iPhone pricing, increasing the iPhone 17 Pro’s starting price to $1,099 and introducing the iPhone 17 Air at $999. These changes address escalating input costs and tariff challenges, despite supply chain diversification. To offset the price increase, base iPhone 17 models now offer 256GB of storage. While the standard iPhone 17 and Pro Max prices remain stable, storage upgrades still boost revenue. Apple maintains consistent pricing for AirPods and Apple Watch, reinforcing brand value.

Luckin Coffee launches its “Just Drink Origin” festival, reinforcing its dedication to sourcing premium ingredients. Actress Tang Wei returns as the “Luckin Coffee Global Origin Advocate,” promoting the initiative. Since 2023, Luckin has invested heavily in its “Global Bean Hunting Program,” establishing offices and partnerships in key coffee-growing regions like Ethiopia and Brazil. This vertical integration ensures quality control and strengthens Luckin’s supply chain for coffee beans, coconuts, and jasmine flowers, solidifying its market position and driving long-term growth.

Sony has completed shifting its PlayStation 5 (PS5) console production for the U.S. market out of China in response to U.S. tariffs. According to CFO Hiroki Totoki, this supply chain realignment aims to mitigate the impact of trade tensions. The production shift for PS5 peripherals is expected to be finalized by the end of September 2025. While current PS5 prices in the U.S. remain stable, Sony will dynamically adjust future pricing based on various factors including profitability and market competitiveness.

In June, 17 Chinese automakers pledged to cap supplier payments at 60 days. Two months later, some companies, including FAW, Dongfeng, and GAC, are actively working towards this goal, with three already achieving it. Companies are adjusting financial strategies and streamlining processes. This commitment aligns with upcoming regulations mandating 60-day payment terms for SMEs, aiming to improve the business environment and alleviate payment arrears. CCID highlights specific initiatives by FAW, GAC, and SERES.

A former Motorola CEO discussed the difficulties of reviving US manufacturing, citing the company’s failed 2013 attempt to assemble Moto X smartphones in Texas. Despite employing 4,000 workers, the factory closed within a year due to disappointing sales. Challenges included a fragmented supply chain reliant on Asian components, leading to high transportation costs. Crucially, talent acquisition proved difficult, with extensive training needed and a prevailing sentiment that factory work isn’t desirable, hindering recruitment and retention.

Southchip introduced the SC77450CQ, its second-generation automotive-grade High-Side Switch (HSD). This product marks a significant advancement, utilizing Southchip’s vertically integrated BCD process and a fully domestic supply chain. As the first high-side switch with complete domestic sourcing and integrated technology, the SC77450CQ challenges overseas dominance. Key features include: quad-channel configuration, low on-resistance (50mΩ), wide voltage range (4V-28V), high-precision current sensing (±4% at 2A), and comprehensive protection mechanisms suitable for automotive and industrial use.

BYD has officially named its first fleet of eight transport vessels, marking a significant step in establishing a global logistics network. Seven ships are operational, with “Jinan” entering sea trials. The standardized design of vessels like “Pioneer 1,” “Shenzhen,” and “Zhengzhou” promises streamlined costs and efficient operations. This dedicated fleet addresses international logistics challenges amid BYD’s surging overseas EV sales and leverages domestic manufacturing hubs, signaling its commitment to global market leadership.

Logitech is actively diversifying its manufacturing footprint outside of China to mitigate U.S. tariffs, aiming to reduce its U.S. imports made in China to under 10% by year-end. The company is relocating production to countries like Malaysia, Mexico, Thailand, and Vietnam. The CEO stated this diversification has been successful without increasing material costs. Logitech previously implemented a price increase to offset tariffs but currently has no plans for further adjustments.

BrilliA Inc (BRIA) filed its 2025 annual report on Form 20-F with the SEC. The report details the company’s performance in the intimate apparel market and is accessible via the SEC website and BrilliA’s investor relations portal. BrilliA, a global provider of end-to-end solutions for intimate apparel brands, manages sourcing, design, and supply chain for clients like Fruit of the Loom and H&M. The press release includes forward-looking statements subject to risks detailed in the company’s SEC filings.

Sam’s Club is facing backlash for including mass-market brands like Orion Pies on its shelves, angering members who perceive this as a betrayal of its premium image. While some criticize the inclusion of domestic brands, these products often have exclusive formulations and are subject to stringent quality controls. The controversy highlights a conflict between perceived prestige and the retailer’s efforts to leverage local supply chains. Rapid expansion and a focus on cost reduction have led to quality control issues, prompting legitimate member complaints unrelated to brand origin.