on china. he company is about to start manufacturing in the world's largest electric car market. ceo elon musk betting boost sales and restore investor confidence, which has tesla stock. with apple is considering moving 15% to 20% of its hardware out of china according to a new report. the tech giant is said to have asked major suppliers, including -- major suppliers to a value at the cost and feasibility of the move as the u.s.-china trade war continues to escalate. joining us from new york to director danging ives. this will be a huge shift in apple's longtime strategy for the production of its devices. what's the case? >> it will be massive, and ultimately, we think test case, 5%, 7% of production could go to would be athis gargantuan type of shift for apple -- we think best case. with u.s., china, how much of an impact it has had, we have had to think twice about betting the farm on china. emily: talk to us about how apple would do this. foxconn has said it could move production for u.s. iphones outside of china, but where does it go? where can it go as fast as it needs to go, potentially? >> they

on china. the company is about to start manufacturing in the world's largest electric car market. ceo elon musk betting boost sales and restore investor confidence, which has slumped along with tesla stock. apple is considering moving 15% to 30% of its hardware out of china according to a new report. -- report from the nikkei. the tech giant is said to have asked major suppliers major suppliers including fox tron, to evaluate the cost and feasibility of the move as the u.s.-china trade war continues to escalate. china accounted for more than 20% of apple's revenue last year. joining us from new york to discuss, managing director dan ives. this would be a huge shift in apple's longtime strategy for the production of its devices. what's your take? dan: it would be massive. and ultimately, we think best case, 5%, 7% of production could go to india over the next 12-18 months, but this would be a gargantuan type of shift for apple. that's why right now it speaks to these headwinds. what we see with u.s., china, how much of an impact it has had, we have had to think twice about betting the farm on china. emi