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Vietnam to make Apple Watch and MacBook

asia.nikkei.com

411–420 of 598 posts

Re: Vietnam to make Apple Watch and MacBook

#411

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.

If Apple is playing 4D chess with China, we don't know what moves are possible at this time. This may have been the only acceptable move at this time.

Re: Vietnam to make Apple Watch and MacBook

#412
post #375
post #365

Earlier 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.

Firstly it’s not coping. Secondly it’s only odd if you have a profound mis-understanding of the situation.

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

#414
post #328

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.

Australia would do well to not sell China iron ore either only the finished steal product; it would reduce transport costs and CO2 by 40%.

Re: Vietnam to make Apple Watch and MacBook

#415
post #96

Earlier 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.

Isn't dispersing a core business, that the global economy relies on, to other countries a bad move for Taiwan? If advanced micro chips are made in another country doesn't that mean China might be more likely to use a forceful invasion and other countries can say "Yes, this is terrible - but at least we still have our chips!"

Re: Vietnam to make Apple Watch and MacBook

#416
post #410
post #328

Earlier 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…

1/3 of men being incels caused by government policy isn’t going to go down well. Surely they can just import women though?

Re: Vietnam to make Apple Watch and MacBook

#417

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.

And the rest of the world would do better to reduce its dependence on the US Dollar as its reserve currency.

Re: Vietnam to make Apple Watch and MacBook

#418
post #375
post #365

Earlier 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.

Not the commenter but it didn't seem like they were saying "hey, lay off the Taliban!". If they're anything like me, I think they're just tired of seeing the dire situation in Afghanistan[0] being used as a punchline, a little dunk you can slip into a comment for a cheap laugh and some upvotes. And the comment did come off a little bit like you were gleefully depicting the country as comically backwards and primitive.

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

#419

Earlier 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.

It's exceedingly far fetched considering PRC claims have consistently reflected her inherited claims originally made by ROC (Taiwan) as determined by post WW2 treatises, no more, but frequently less. See PRC resolving 12/14 land borders with mostly concessions, reduced ROCs 11dash claim to 9dash for North Vietnam. PRC territory literally shrank under CCP whose settlement history has demonstrated the opposite of expansionism. The "spurious" history claim meme is ROC/TW legal rhetoric that PRC maintains for legal lulz but really it's ROC claimed this, so PRC gain ROC claims after UN recognition shifted to PRC and ultimately that's enough, no reason for PRC to concede on any claims it didn't make but again, inherited.

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

#420

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…

China does surprisingly little when it comes to the advanced stuff.

In terms of semi-conductors, yes. But in terms of industrial machines, chemicals, and pharma, China is an important player and has been advancing by impressive leaps.
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