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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

#431

Post by 88840-8855 »

dep_b wrote: post #424
88840-8855 wrote: post #407

Earlier quoted context omitted.

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 propagand…

I hope you at least got paid for this

Are you being paid for your opinion?

Re: Vietnam to make Apple Watch and MacBook

#432

Post by 88840-8855 »

actionfromafar wrote: post #421
88840-8855 wrote: post #407

Earlier quoted context omitted.

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 propagand…

Here I thought the Ukraine was the main victim and Russia the perpetrator.

Ukraine is just collateral damage in this proxy war. Not more.

Re: Vietnam to make Apple Watch and MacBook

#433

Post by mulmen »

simondotau wrote: post #341
mulmen wrote: post #325

In my dad’s lifetime we went from fighting a bitter war with Vietnam to building our most popular consumer electronics there. I wonder what we will build in Afghanistan in my retirement years.

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…

> For previous generations, you could say much the same thing about Germany and the engineering and automotive sectors.

This is a great point. My grandfather landed on Normandy Beach on D-Day. He told some stories, but not all of them. He also drove a VW Beetle for years with no shame. Swore by them in fact.

My hope for the future is economic cooperation. Best I know that’s the most effective force for peace.

Re: Vietnam to make Apple Watch and MacBook

#434

Post by jakuboboza »

pm90 wrote: post #393
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.

A convergence of many reasons, including the uncertainty caused by locking down entire cities. TBH its likely that it was a question of when not if this would happen. Will be interesting to see the geopolitical effects of a diversification of manufacturing capabilities. CCP wouldn’t be able to sustain the current export focused model.

China demography is going way down. Within a decade they will lose 200 milion workers and gain 300 million retirees in the pool. That will force a strain on the system plus current mortgage issues and protests already pushing bankrupting cities and PRC to a brink of collapse.

China is going down on its own behest.

Re: Vietnam to make Apple Watch and MacBook

#435

Post by simonh »

chrischen wrote: post #295
supernova87a wrote: post #24

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 is the one assembling parts imported from abroad or other parts also assembled there. As far as I know no high value parts are actually made in China, though I’m sure some sub components could also be assembled there.

In fact for most of the iPhone's history the value of components manufactured in the US, and therefore the investment in the US in iPhone manufacturing, was much greater than the value added in China from final assembly.

Re: Vietnam to make Apple Watch and MacBook

#436

Post by nsonha »

erichocean wrote: post #195
bigcat12345678 wrote: post #173

Earlier quoted context omitted.

Opression is necessary to development. Looking back for the cruelest opressions done by some nations towards American Indian, Asian, African in the early and haydays of industrial revolution. You are going to see opressions happening again and again in the future as well. It's just a natural process of society development.

> Opression is necessary to development. That's one of the main theme's of Hitler's Mein Kampf . Always nice to see how classy the HN comment section is. Well done, everyone.

maybe that's true and we need to question whether development no matter what is in line with our values

Re: Vietnam to make Apple Watch and MacBook

#437

Post by jakuboboza »

88840-8855 wrote: post #407
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 propagand…

Rus-Ukr war isnt a Proxy war between USA and Russia. Proxy war requires both parties to support XY forces from behind while here one of the "sides you mention" is active participant showing its own incompetence and destroying prospects of its most vibrant industries and second is Ukraine. Support of NATO for Ukraine is really really tiny in unbiased view.

Right now it is more of a economic war by EU with Russia. But triggered and forced by Russia. It is beyond real how badly Russia prepped this war, Russia doesnt even know what is the end goal. |

Go back to 20 of Feb 4 days before invasion and tell me WHAT IS THE REAL GOAL on Russian side ? IT feels like pre WW1 e-peen lets make a war because of "reasons" without any real goal.... but even at that time they had more realistic casus belli and any goal.

Re: Vietnam to make Apple Watch and MacBook

#438

Post by mulmen »

Gunnerhead wrote: post #344
simondotau wrote: post #341

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…

I appreciate your point of view. What about Iraq? What are your thoughts on that? Seems like it has a bit more going for it than Afghanistan.

I’m not a vet. I didn’t serve. But my perception as an ignorant plebian is that the fighting in Iraq was hard, but the fighting in Afghanistan was bitter. We pacified Iraq. Afghanistan hasn’t bowed to the will of the United Staes, the Soviet Union, or to anyone since or including Napoleon. Nobody wins a military victory in Afghanistan. The only hope is peace through economic compromise.

Re: Vietnam to make Apple Watch and MacBook

#439

Post by jakuboboza »

pedalpete wrote: post #168
iloveitaly wrote: post #68

I wonder how long it will be until Apple is running their own fabs, or at least diversifies away from heavily relying on TSMC. Has anyone seen news to this effect?

I think it is more likely that TSMC is diversifying away from building only in Taiwan. They have the expertise. Apple's expertise is engineering, design, and marketing. They don't own their own factories because that is not their expertise, and they probably don't want to bring that in house.

Isnt TSMC building fabs in USA ?

https://asiatimes.com/2022/06/tsmcs-new-us-fab-sparks-debate...

Re: Vietnam to make Apple Watch and MacBook

#440

Post by simonh »

hef19898 wrote: post #402
alex_suzuki wrote: post #388

Earlier quoted context omitted.

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.

There's a great scene in the book Shogun. Toranaga says "There is never any justification for a vassal to rebel against his master". Anjin San replies "There is my lord. If you win!"
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