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Vietnam to make Apple Watch and MacBook

asia.nikkei.com

231–240 of 598 posts

Re: Vietnam to make Apple Watch and MacBook

#231

Earlier quoted context omitted.

I don’t require everyone to care the same about all issues, that wasn’t my point. My point was people who care about labor rights, shipping jobs offshore, etc are selective about those specific issues. Never said they had to care about other issues.

The same type of argument can be made about any specific issue. For instance, labor rights is incredibly broad. I don't think it's a realistic requirement for someone to care about every possible labor-rights issue. It's fine if people want to be selective.

I wasn’t specific enough.

My point was that people are inconsistent due to the intersection between their advocacy and their own sense of nationalism. The issues are amplified when they pertain to Americas enemies and lessened when it pertains to Americas Allies.

Re: Vietnam to make Apple Watch and MacBook

#232

Earlier quoted context omitted.

If they are poorer than people in Vietnam they can just go to Vietnam to work. That's not that much different than going to southern China to work. It is almost a common market.

Imagine telling poor Americans to just move to Guatemala to do poor people work since it’s not that different and you’ll realize how insane that sounds.

[deleted]

Re: Vietnam to make Apple Watch and MacBook

#234

Earlier quoted context omitted.

I think it's the last thing they would do themselves. Setting up and operating their own TSMC-level fabs would cost Apple: * tens of billions of dollars * at least 5 years of time * most of all: immense effort and focus that could be used elsewhere

Apple is spending $275B to advance Chinese manufacturing.[0] They can easily afford 1/10th of that to build a fab that's ready in five years right here in the US if they wanted to. (Las Vegas is ideal, no natural disasters of any kind.) Hell, they could write a check and buy Intel outright. [0] https://arstechnica.com/gadgets/2021/12/report-apple-ceo-tim...

Las Vegas is currently having their water coming from the Colorado River (and reservoirs fed by it) limited, along with several other states and Mexico. If I were a betting man, I'd bet it will get worse in the near future.

https://www.ktnv.com/news/u-s-department-of-interior-declare...

Re: Vietnam to make Apple Watch and MacBook

#235

A lot of comments here are criticizing Apple for chasing cheap labor. Ignoring for a second the fact that this has a lot more to do with geopolitics and hedging geopolitical risk, I think it's important to think more carefully about the impact of companies investing in developing economies. By and large, the factory work done by people in developing economies is dramatically better in terms of quality of life and saf…

Is cheap labor the driving factor, though? I vaguely recall that the labor cost alone in China has not been the largest competitive advantage as the cost has been increasing steadily over years. Instead, it was the complete supply chain in China that out competes other countries. Bloomberg also reported an incident: Jobs wanted to change the cheap plastic screen to glass, and Foxconn was able to recruit more than 800…

> Foxconn was able to recruit more than 8000 workers overnight

Isnt that the same company which has suicide nets so that its employees wont kill themselves.

Re: Vietnam to make Apple Watch and MacBook

#236

Earlier quoted context omitted.

In July, the highest ranking EU offical visited Taiwan, and China didn't even batter an eyelid. But when the US visits, China threw its toys out of the cot and threatened the US and Taiwan. China is the one provoking people here.

Because the EU respects the One China policy (like virtually every UN member) and because the EU does not have hundreds of military bases surrounding China.

Thats such a cop-out, the US doesn't respect the one china policy any differently to the EU. And no one is threatening China in anyone shape or form. Your argument holds as much weight as Russia using NATO as an excuse.

Re: Vietnam to make Apple Watch and MacBook

#238

A lot of comments here are criticizing Apple for chasing cheap labor. Ignoring for a second the fact that this has a lot more to do with geopolitics and hedging geopolitical risk, I think it's important to think more carefully about the impact of companies investing in developing economies. By and large, the factory work done by people in developing economies is dramatically better in terms of quality of life and saf…

There is a lot of dishonesty around Westerners complaining about foreign cheap labor. They claim to be championing labor rights, but they are often just angered at companies for stopping all manufacturing in the West. They see it as an obvious weakness in their ideology that companies can just walk away from their labor movement and go elsewhere. The obvious truth, and what literally all of these Vietnamese workers w…

I can hire a person here (UK) to do something for £x/hour or £y/unit. I can perhaps hire a person in say Vietnam to do something for £x/n/hour etc.

I don't do this personally but we should explore the possibilities.

The thing about capitalism is it is capitalism. You should drive costs down and profits up. Ideally you don't kill people on the "journey" but hey that's what laws n that jud, errr judiciary ... ... cops/police thing is all about or something.

I own a very small company in the UK. We don't go full on capitalism (whatever that monster really is) We strive to be able to sleep at night.

Re: Vietnam to make Apple Watch and MacBook

#239

Earlier quoted context omitted.

That's the same thing. It's just an arbitrary line in the sand you have drawn where you say if care about these issues but not these you must be dishonest.

It’s not the same thing, if you only care about these issues when they are related to Americas enemies (eg China, Iran, etc), then you are inconsistent.

Welcome to humanity where everyone is inconsistent. It's part of the fallibility of humans.

Re: Vietnam to make Apple Watch and MacBook

#240

Earlier quoted context omitted.

Xi Jinping know this problem all along. And his poverty eradication project is essentially siphoning embezzled fund from corrupted officials into rural areas. I bet Xi Jinping knows research work in the similar lines of Invisible China. https://www.worldbank.org/en/news/press-release/2022/04/01/l... .

Rozelle's group at Stanford has consulted at the prefecture level with the CCP [0]. The PRC is de facto federal with a significant amount of leeway at the prefecture (state) level. In fact, a number of PRC policy initiatives are often done in coordination with research groups at Stanford University. The Guiding Cases [1] is another ministerial level initiative that Stanford has consulted on. [0] - https://sccei.fsi.s…

Nice, first time learn this, thanks!
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