Still a Chinese manufacturer… (Luxshare Precision Industry) If it had been a non-chinese company, it would have been a great move. Western companies will need to reduce their reliance on China in their supply chains.
Vietnam to make Apple Watch and MacBook
411–420 of 598 posts
Re: Vietnam to make Apple Watch and MacBook
#412Earlier quoted context omitted.
> 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.
Removing fundamental womens rights is a very odd way of coping with the after effects of foreign occupation and battlefield effects. That aside, the revenge killings are concerning. After that, I support development of a modern Afghan economy as you would see from my original comment. Nothing about it was berating.
When I read removing fundamental woman's rights I thought you were talking about the Roe vs. Wade overturn.
Maybe them catching up to the 21st century should start with .. let’s stop malicious foreign intervention, so they have a chance.
Re: Vietnam to make Apple Watch and MacBook
#413Re: Vietnam to make Apple Watch and MacBook
#414Earlier 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.
Re: Vietnam to make Apple Watch and MacBook
#415Earlier quoted context omitted.
Wow. Is the geopolitical hedge there with Texas or something?
TSMC (Taiwan Semiconductor Manufacturing Company) is the largest contract manufacturer of complex CPUs there is. They're building a massive fab in Phoenix.
Re: Vietnam to make Apple Watch and MacBook
#416Earlier quoted context omitted.
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 abort…
Re: Vietnam to make Apple Watch and MacBook
#417Still a Chinese manufacturer… (Luxshare Precision Industry) If it had been a non-chinese company, it would have been a great move. Western companies will need to reduce their reliance on China in their supply chains.
Re: Vietnam to make Apple Watch and MacBook
#418Earlier quoted context omitted.
> 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.
Removing fundamental womens rights is a very odd way of coping with the after effects of foreign occupation and battlefield effects. That aside, the revenge killings are concerning. After that, I support development of a modern Afghan economy as you would see from my original comment. Nothing about it was berating.
I mean I guess it won't change anything if people do this, but it's just a bit disappointing to encounter it and remember the prevailing attitudes on Afghanistan and the casual dismissal of our own involvement there.
[0] - North Korea and Iran get similar treatment
Re: Vietnam to make Apple Watch and MacBook
#419Earlier quoted context omitted.
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."
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.
Also PH vs PRC Arbitral Tribunal ruling is NOT formally recognized by UN or UNCLOS therefore PRC's SCS claims is not in violation of any international law. As in actual international law per UN, not make believe, actually spurious, rules-based-order west likes to pretend is international law. UNCLOS does not supercede territorial disputes that predated it nor have legal authority to settle these disputes, especially when party of dispute (PRC) did not accede to the optional arbituation system.
Re: Vietnam to make Apple Watch and MacBook
#420I'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…
China does surprisingly little when it comes to the advanced stuff.