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November Global PMI Reporting Reflects Some Stabilization

Supply Chain Matters

Supply Chain Matters provides a further global supply chain assessment in the highlights and added insights on reported November 2023 global and regional production and supply chain PMI indices. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. reported in October. in November.

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What is Genuinely New in Supply Chain Management?

Logistics Viewpoints

The US Department of Labor reports that 100,000 Uyghurs and other ethnic minority ex-detainees in China may be working in conditions of forced labor following detention in re-education camps. Surprisingly, most of the goods seized did not originate in China but rather in Malaysia and Vietnam.

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October Global PMI Reporting-Continued Production Contraction

Supply Chain Matters

Supply Chain Matters provides a further global supply chain assessment in the highlighting and added insights on reported October 2023 global and regional production and supply chain PMI indices. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. value reported for September.

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Supply Chain Weekly Wrap-Up 02/12/2022-08/12/2022

All Things Supply Chain

Apple consider transfer of iPhone production to India or Vietnam after protests in China Apple are reportedly considering moving the means of production of the iPhone amid the workers’ continued…

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Report- Hewlett Packard Modifying Global Sourcing Strategy

Supply Chain Matters

Supply Chain Matters highlights a published report indicating that PC maker Hewlett Packard is modifying supply sourcing akin to China Plus and nearshoring sourcing actions. Investment firm Pimco indicated that countries such as India, Vietnam and Malaysia would benefit from China de-risking sourcing actions.

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Report Indicates Apple India iPhone Output is Now $7 Billion

Supply Chain Matters

Background In early December of 2022, we called Supply Chain Matters reader attention to published reports acknowledging that consumer electronics giant Apple was accelerating actions to source some hardware production outside of China. Reportedly, the current goal is to have upwards of 25 percent of iPhones assembled in India by 2025.

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October 2022 PMI Reporting Points to Global Wide Manufacturing Contraction

Supply Chain Matters

In our summary and perspectives reflecting on all of Q3 monthly reporting, we echoed an increased trending toward declining global supply chain production momentum. Now, October reporting data reinforces global-wide contraction levels in production and new orders, along with manufacturing recession conditions now acknowledged for Europe.