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Vietnam to make Apple Watch and MacBook

asia.nikkei.com

361–370 of 598 posts

Re: Vietnam to make Apple Watch and MacBook

#361

Earlier quoted context omitted.

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…

So your point is that you can’t call out an instance of slavery unless you call them all out? That doesn’t make sense to me. You should be able to highlight an issue without someone retorting “what about X?”, which is literal whataboutism.

Everybody is a hypocrite on almost every issue. Take a major issue like climate change. Almost every human in the U.S. and Europe has massively large carbon footprints. Does that mean Americans or Europeans can’t care about climate change? We’re not ideal beings working in an ideal system. We’re flawed being in a flawed system trying to make things a little better.

Re: Vietnam to make Apple Watch and MacBook

#362

Earlier quoted context omitted.

https://www.apple.com/supplier-responsibility/pdf/Apple-Supp... Ctrl+F 157 from PRC, other countries rarely break 30. Vietnam has 21 suppliers, most of whom also has (likely primary) PRC operation. >engineering ecosystems One presumes still need PRC to to build things first and work out kinks - so far only matured manufacturing lines are shifting out of PRC.

I was born in China and my family runs factories here for many years. What you mentioned is true, the absolute majority of the supply chain of the big name companies are still in China, and many of the alternatives in Vietnam are somehow managed by PRC background capital. However, it’s absolutely a good start. The eco mic crisis raising in China will be like the 1930s in US, if not worse. My family are actively searc…

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Re: Vietnam to make Apple Watch and MacBook

#363

Earlier quoted context omitted.

> But now we can't build anything and if china embargoes us, we're doomed. Firstly there is vastly more manufacturing in the US, Canada, and Mexico than you appear to realize. Secondly China is far more prone to being embargoed than the United States. If China cut us off then the price of certain goods would increase significantly and there’d be shortages of some goods and industrial inputs but we could feed ourselve…

>prone to being embargoed Most US / global industries wouldn't be going anywhere without PRC supply chains / rare earth processing. Besides PRC is calorie self-sufficient and produces enough raw resources domestically for war economy, and export to west is like... 5% of GDP total, i.e. trivial in total war scenario. Now go look up how much steel, oil and other primary inputs PRC generates domestically... it wouldn't…

> go look up how much steel, oil and other primary inputs PRC generates domestically...

China is a massive net importer of oil.[1] I guess they can make steel with coal but they can’t get coal to the steel plants let alone run their whole industrial base if they lose Saudi oil. Russian western pipeline imports might continue for a while but after the super majors exited Russia that isn’t going to last regardless of embargoes.

> US wonks recently are questioning the feasibility of whether US can effectively enforce a blockade at all

What “wonks” are these? The US Navy is by far the largest blue water navy on earth. To disrupt most oil shipments to China could be done anywhere from the Gulf to Singapore and be far out of reach of the vast bulk of the Chinese navy. Just firing a cruise missile or two would do the trick.

> PRC has options to make US/containment partners to hurt comparably

Nonsense. Who precisely? China is surrounded by enemies or frenemies (ie Russia) the US is surrounded by trading partners and ocean and is a naval power second to none.

> 130 vunerable refineries and other critical infra that PRC can target in retaliation

The US has refineries dotted all over the country. The gulf coast refineries and the nation as a whole has one of the best security geographies on the planet. How is the PRC going to attack them exactly?

[1] https://www.energypolicy.columbia.edu/sites/default/files/fi...

Re: Vietnam to make Apple Watch and MacBook

#364

Earlier quoted context omitted.

I think a few years ago there were rumblings about a 2/3nm Apple fab being made in Berlin, but I've heard nothing about it since, so it may be a lie. That being said; the other commenter is right. If Apple had to release the M1 on 10nm or even 7nm, they would end up sacrificing at least >200% performance-per-watt; a death blow to either the battery life or performance. Apple's move to dominate the 5nm supply was anot…

It is getting tiring to hear the same lies over and over again on this site. Extraordinary claims need extraordinary evidence. Show me a clear proof that Apple's performance per watt is reliant to a 200% improvement on the 5nm process. Perhaps I can point you in the direction of the A13 ( https://en.wikipedia.org/wiki/Apple_A13 ), Apple's last 7nm chip. Apple claims their subsequent 5nm node (A14) is 40% more perform…

7nm is considerably less dense than 5nm, since it's increased size compounds across two dimensions. That being said, A13 was indeed on 7nm, as well as the A14x they put in the dev kit. I don't think those benchmark numbers would be competitive against 3D Cache Ryzen or current Alder Lake offerings. Furthermore, I question how far Apple will be able to push Apple Silicon. As we've seen with the M2, when Apple can't get a clean node upgrade, they're forced to increase heat/power like Intel and AMD so they can scale their performance. With the upgrade to 3nm being much less dramatic than 10nm -> 5nm (and with Intel catching up rapidly), Apple is under extreme pressure to engineer themselves out of this situation. It may not be technically feasible.

Re: Vietnam to make Apple Watch and MacBook

#365
post #357
post #350

Earlier quoted context omitted.

So, couple things you should know about the Taliban…

Measure this stuff in decades. Once they catch up with the 17th century, things will look up a bit. They're still stuck in 641CE

> Once they catch up with the 17th century

I wish people would have more empathy for Afghanistan instead of berating them.

They’ve just been through 20 years of foreign occupation and a decade of being used as a battlefield for a proxy war not long before that.

Re: Vietnam to make Apple Watch and MacBook

#367
post #347

Earlier quoted context omitted.

For previous generations, you could say much the same thing about Germany and the engineering and automotive sectors. Afghanistan is an inhospitable place that doesn't have inherent qualities such as a skilled population, high population density, logistics channels, shipping ports, or a geography amenable to developing the above. They could become a major minerals exporter (there's believed to be a lot of lithium in…

If AF was smart, they'd partner with battery makers to value add instead of just shipping lithium out as-is. Better to build value. And, many dry inhospitable places are productive in the right terms, if you understand them. Look at the bone yards: Making good money, letting birds park there.

If Australia were smart; same thing.

Re: Vietnam to make Apple Watch and MacBook

#368

Earlier quoted context omitted.

I'm not sure what you mean by "similar ideas" to human rights, but with regard to democracies in Asia: Japan, South Korea, Thailand, Philippines, India, Pakistan, Indonesia, Mongolia, Taiwan, East Timor, Micronesia

Before or after they were majorly influenced by the West?

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Re: Vietnam to make Apple Watch and MacBook

#370
post #2

Doesn't seem far enough away or nuclear armed enough to be a very good backup plan.

Vietnam is the most proven country at defeating a super power militarily.

Touche. And if they make the phones somewhere expensive they are guaranteed to go out of business instead of it being a risk.
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