Apple reduces Luxshare’s revenue share below 65% by December 2026

Apple’s diversification of its supply chain, including increased reliance on Foxconn and Pegatron, will reduce Luxshare’s revenue share from 70% to below 65% by December 31, 2026. This shift is driven by geopolitical pressures and Apple’s risk mitigation strategies.

macro · Prediction Market

Implied probability (Yes)

68%

Closes

2026-12-31

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