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Vietnam to make Apple Watch and MacBook

asia.nikkei.com

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Re: Vietnam to make Apple Watch and MacBook

#401

Post by james4k »

baybal2 wrote: post #60
koheripbal wrote: post #38

Earlier quoted context omitted.

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…

95% of Vietnamese support capitalism: https://eu.usatoday.com/story/news/world/2015/03/13/vietnam-... thus making it the most capitalist country in the world... Second in line is Bangladesh P.S. USA had a capitalism approval around 70% in the same survey.

That survey's execution is questionable

https://twitter.com/LunaOi_VN/status/1485985258302742528

Re: Vietnam to make Apple Watch and MacBook

#402

Post by hef19898 »

alex_suzuki wrote: post #388
nindalf wrote: post #386

Earlier quoted context omitted.

This isn’t even that far fetched. The justification for the “nine-dash line” that claims all of the South China Sea in violation of international maritime law is based on some spurious claim like “China controlled this sea at some point in the past”. It’s only a step from there to making Korea and Japan vassal states because they were at some point in the past.

I wonder what would happen if two states both laid claim to each others territory, Japan having occupied large parts of china in the 1930s?

History has the answer to that: war.

Re: Vietnam to make Apple Watch and MacBook

#403

Post by littlecranky67 »

skohan wrote: post #243
cronix wrote: post #227

Earlier quoted context omitted.

Designing their own chips in-house wasn't "their expertise" either, a few years ago. You won't expand into other areas unless you at least make it a priority and try.

Getting into semiconductors is probably substantially more complicated. Only a handful of companies are able to do it well and they have bene at it for decades.

Such as creating a general purpose CPU that could compete with Intel/AMD performance-wise?

Re: Vietnam to make Apple Watch and MacBook

#404

Post by hintymad »

markdown wrote: post #294
hintymad wrote: post #205

Earlier quoted context omitted.

Relatively speaking? In WWII, the US produced 300K planes, 130 carriers, 80 tanks every day on average, increased its steel output to 80M tons in 1944 alone, more than other countries combined. And hundreds of destroyers, corvettes, and submarines. Not that we need to do the same now, but it shows that how capable the US manufacturing industry can be.

I said nothing about how capable US manufacturing was or is. I was addressing the point that you China could hire 8000 new workers overnight. > In WWII, the US produced 300K planes, 130 carriers, 80 tanks every day on average, increased its steel output to 80M tons in 1944 alone, more than other countries combined At what cost? What did that labour pool stop producing in order to produce machines of war?

The entire nation was mobilized for war, so the cost was high for sure. My point was that the US then could produce so much because their manufacturing sector was amazingly strong -- the same reason that Yamamoto Isoroku predicted, years before the US turned into a war machine, that Japan would lose to the US.

Re: Vietnam to make Apple Watch and MacBook

#405

Post by dumb1224 »

zshbleaker wrote: post #306
dirtyid wrote: post #215

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…

>My family are actively searching for ways to selling out everything and move out the country....We are worrying it will eventually becomes a new Third Reich in near future, when the supply chain will be completely destroyed.

May I ask is this in mainland china? I'm a bit surprised because we usually don't think like this. Most older generations (50s-60s) from the mainland would not consider migration unless they are from extremely previledged background with huge assets (still very unlikely, at least in mainland). Also I doubt any mainland chinese person would be familiar with the concept of the great depression and the third reich.

Re: Vietnam to make Apple Watch and MacBook

#406

Post by jannes »

alex_suzuki wrote: post #388
nindalf wrote: post #386

Earlier quoted context omitted.

This isn’t even that far fetched. The justification for the “nine-dash line” that claims all of the South China Sea in violation of international maritime law is based on some spurious claim like “China controlled this sea at some point in the past”. It’s only a step from there to making Korea and Japan vassal states because they were at some point in the past.

I wonder what would happen if two states both laid claim to each others territory, Japan having occupied large parts of china in the 1930s?

That’s already the situation with Taiwan. They claim the whole of China.

Re: Vietnam to make Apple Watch and MacBook

#407

Post by 88840-8855 »

jakuboboza wrote: post #389

US companies are silently escaping China to limit effects of possible tariffs or even war. Imho this is a strategic move to ensure future.

this is rather to limit economic exposure to a war that the US is planning. as now the US war against Russia in the proxy war in Ukraine, Europe and especially Germany will be the main victim.

The US foreign politics is the main evil in the world and the EU is still following the Americans. It is incredible.

We must get rid of all American influence in Europe, ban US tech, ban US military, get rid of the US propaganda, brands, social media.

Re: Vietnam to make Apple Watch and MacBook

#409

Post by yieldcrv »

akdor1154 wrote: post #223
yieldcrv wrote: post #203

Earlier quoted context omitted.

The interesting thing about the geopolitical context is that Vietnam is also single party Communist country now practicing state capitalism and also has all the trappings of communism such as internment of dissidents, same as China does But our willingness to never think about it comes from Vietnam’s irrelevance, not the system they practice

Culturally Vietnam is tending quite pro-west, and yes its govt is single party communist, but nowhere near the levels of authoritarian hell of the CCCP.

not for lack of interest, Vietnam’s party is just limited by competence and wealth and resources

Re: Vietnam to make Apple Watch and MacBook

#410

Post by FabHK »

ssvss wrote: post #328
zshbleaker wrote: post #306

Earlier quoted context omitted.

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…

Can you say more on why your family is trying to sell their factory. Does the Zero Covid policy or the power crisis (because of China stopping the import of coal from Australia) has anything to do with it.

Not GP, but here are two more factors:

* Xi Jinping's increasingly tight and authoritarian control

* the upcoming demographic crisis in China: 1. its population will start shrinking (earlier and faster than assumed until recently), 2. the dependency ratio (proportion of non-working age population to working age population) will go up massively, 3. due to the demographic development (inverted pyramid), selective abortion and increasing women's liberation, the imbalance in the "marriage market" will get massively worse (150+ men per 100 women).

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