In what is a masterstroke of supply chain diversification, Apple is pivoting away from China and India, and heading to Vietnam, where it is now preparing to build a number of home devices in partnership with the Chinese EV giant BYD.

Apple Pivots To Vietnam For A Range Of Home Devices

NEW: Apple is building its pipeline of smart home devices - including a HomePod with a 7-inch screen next year and tabletop robot with 9-inch screen in 2027 - in Vietnam as part of its ongoing diversification from China. https://t.co/Lv4QBNofzs — Mark Gurman (@markgurman) October 14, 2025

As per the reporting by Bloomberg's Mark Gurman, Apple is trying to unlock a whole new TAM related to home devices:

Apple is eyeing the establishment of a manufacturing base in Vietnam in partnership with BYD.

The ti

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