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Vietnam to make Apple Watch and MacBook

asia.nikkei.com

331–340 of 598 posts

Re: Vietnam to make Apple Watch and MacBook

#331

Earlier quoted context omitted.

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> Otherwise they have a choice of how they earn a living. what is their choice? be homeless/impoverished or work in a factory... doesnt sound like much of a choice to me...

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Re: Vietnam to make Apple Watch and MacBook

#332

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it was secret for years until The Information reported it. https://arstechnica.com/gadgets/2021/12/report-apple-ceo-tim...

Most businesses deals are secret by default. All my contracts have confidentiality clauses. The only reason to make a deal non-secret is PR.

So then yes you agree with the person you are talking to completely, that yes it was secret, and you disagree completely with the person who was saying that it wasn't secret.

You just agree 100% with the person you were responding to, and brought up an irrelevant point.

Re: Vietnam to make Apple Watch and MacBook

#333

Earlier quoted context omitted.

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.

Maybe to help explain what I think you are getting at. A year or two ago, you had senators preaching about how we needed to stop china's slave labor of the uighyurs. Okay, fine, I agree with that. But what about the horrible labor practices American companies rely on in central Africa where there, slavery also exists? The people who say bad China about labor practices have their blinders up to our allies who use the same labor practices. The reality is, if you think a company should not use slave labor in China, you should also thing they shouldnt use slave labor in Africa or Vietnam or any other emerging country/economy/third world country.

For a specific example, I did a quick search and Malaysia is one. Malaysia has the same or worst labor practices then China, but no one complains about tech companies relying on Malaysia's poor labor practices.

A blog post that talks about it. https://medium.com/swlh/forced-labor-in-tech-c91daf979201

Re: Vietnam to make Apple Watch and MacBook

#334

I don't really see what the problem is with offshoring. If other people elsewhere want to work for cheaper, then it's fair competition. It's not like protectionism would work long term anyways. And in this particular case, Vietnam is more aligned with the US than China, geopolitically, so this makes a lot of sense.

A lot of people here are saying the US and Vietnam are close now. Can anyone fill me in? Last I was aware, there was no extradition, and a museum about the War of American Aggression, etc. I wasn’t aware we even had functioning diplomacy with Vietnam. I guess I should have though because Obama went and ate noodles there with Anthony Bourdain. Serious comment. I thought they hated us since the North won the war.

Re: Vietnam to make Apple Watch and MacBook

#335
post #56

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> There is a lot of dishonesty around Westerners complaining about foreign cheap labor. This is a strawman. You're conflating different groups of people with different interests. Some people complain about labor conditions, some people complain that jobs are leaving the country. Almost nobody is "dishonest" about this.

99% chance the people complaining about labor conditions are doing so on a made in China phone. Let’s be honest, people complaining about labor conditions have a pretty weak understanding of economics and what is actually going on with regards to these factories. China isn’t stupid. They weaken their currency specifically to bring in the cheap labor jobs to lift the poorest to a slightly less poor tier. Unless you re…

> have a weak understanding of economics

Economists hardly understand the economy, so I’d say they’re in good company…

Jokes aside, demanding better treatment of workers and onshoring of jobs doesn’t seem as insane as people here are making it seem? This whole thread feels kind of irrelevant.

Re: Vietnam to make Apple Watch and MacBook

#336
post #56

Earlier quoted context omitted.

> There is a lot of dishonesty around Westerners complaining about foreign cheap labor. This is a strawman. You're conflating different groups of people with different interests. Some people complain about labor conditions, some people complain that jobs are leaving the country. Almost nobody is "dishonest" about this.

99% chance the people complaining about labor conditions are doing so on a made in China phone. Let’s be honest, people complaining about labor conditions have a pretty weak understanding of economics and what is actually going on with regards to these factories. China isn’t stupid. They weaken their currency specifically to bring in the cheap labor jobs to lift the poorest to a slightly less poor tier. Unless you re…

>99% chance the people complaining about labor conditions are doing so on a made in China phone.

Is there any other option?

Don't stop people from complaining about lead in the water supply, just because they have nothing else to drink.

Re: Vietnam to make Apple Watch and MacBook

#337
post #206

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Outsourcing has dramatically increased inequality in the United States. Try again.

Why should we have to care about American workers over everyone else? On one side, you have a American factory worker loses the ability to buy steak. On the other, a Vietnamese worker gets access to running water, the consumer gets cheaper electronics and Apple shareholders get extra profits.

I'd say it a little more complicated then that when it comes to analyzing the American worker. You have the American worker, who has a high standard of living because the cost of goods are driven down by the fact that the Vietnamese worker gets access to running water. This is just to use your terminology/example. The reality is its not access to running water, but a job that will higher their standard of living. The American worker wants the to buy the 72 in TV, but also wants to have the job to make the 72 in TV and the only way he can afford the 72 in TV is if it is made in Vietnam.

Re: Vietnam to make Apple Watch and MacBook

#338

Earlier quoted context omitted.

smic (partially state owned) is only two nodes behind tsmc and samsung: https://www.tomshardware.com/news/china-chipmaker-smics-7nm-...

Quoted post unavailable.

Of course it depends who you ask. Hypothetically, China could tomorrow claim ownership of Japan, and then the answer to the question of Japanese sovereignty would also "depend on who you ask."

Re: Vietnam to make Apple Watch and MacBook

#339

I'm interested to know to what extent this is just assembly of parts imported from China, or whether the real control over things like the M1 chip assembly, secure element, logic board, etc. are also moved to Vietnam? Seems like that's the secret sauce / real proprietary stuff that tells you whether the high value is moving too. (or maybe that is not even in China either) And do they have the surrounding parts + engi…

As state before, China is already assembling lots of parts from other Asian countries. Additionally, iPhones are made in special export zones (SEZs), so the parts along with the machinery used to produce an iPhone are all imported without tariff (and even the company doing this is Taiwanese, which embodies a lot of the higher level hardware/production engineering that easily transfers to Vietnam). Consequently, iPhones have to be re-imported into China before they can be sold to Chinese consumers, incurring tariffs at that point. I assume Vietnam has something similar set up.

Re: Vietnam to make Apple Watch and MacBook

#340
post #96
post #50

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Apple Silicon is made in Taiwan.

Wow. Is the geopolitical hedge there with Texas or something?

Didn't TSMC buy all of Motorolas fabs in Austin a long time ago? I'm not sure if any of their FABs in Austin still exist or are current with the most modern processes, or if they are just running design centers there at this point.
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