The end of Apple’s affair with China

Post by rapsey » Tue, Oct 25, 2022, 5:31 PM UTC

Maursault wrote: post #139

gjsman-1000 wrote: post #36

Earlier quoted context omitted.

> $200B and a decade. Also do you think Taiwan is just going to let go of their biggest bargaining chip for a measly $200B? Not necessarily a decade. Intel is promising ~4 years for their fabs, and hoping to be online by 2025-ish if I recall correctly. Fab production is also, it seems, going quicker than expected. > When exactly are you talking about? In 2018, Apple's cash pile hit $285 Billion. I was underestimating…

> In 2018, Apple's cash pile hit $285 Billion. I was underestimating it. Much has changed since 2018. Apple cash on hand for the quarter ending June 30, 2022 was $48.231B, a 21.82% decline year-over-year. Apple cash on hand for 2021 was $62.639B, a 31.12% decline from 2020. Apple cash on hand for 2020 was $90.943B, a 9.56% decline from 2019 Apple cash on hand for 2019 was $100.557B, a 51.67% increase from 2018. [1] […

Post by ksec » Tue, Oct 25, 2022, 5:53 PM UTC

Post by biztos » Tue, Oct 25, 2022, 6:49 PM UTC

bergenty wrote: post #131

yalogin wrote: post #122

The thing with outsourcing is, the vendor will themselves set up shop wherever the customer wants. In this case all the chinese companies are simply setting up plants in India and Vietnam, so they end up not losing any business in the short term. Same thing happens with software. All of the India consulting firms set up shop all over the world, for example Mexico to provide similar time zones to their US customers ye…

It makes a difference though. The Indian factories hire all Indian staff and this makes it resilient to any trade war issues that may arise between China and the U.S.

Post by inglor_cz » Tue, Oct 25, 2022, 7:32 PM UTC

Apocryphon wrote: post #65

vxNsr wrote: post #28

Earlier quoted context omitted.

Additionally Ukraine is the breadbasket of the world, people thought Russia wouldn’t do this because of how it would mess up the food supply chain… the exact same argument being made for why China can’t invade Taiwan, too many companies rely on it.

The Russian armed forces has had a lot of actual battlefield experience invading Georgia in the ‘00s, bombing Syria in the ‘10s, not to mention its internal bloody counterinsurgency occupation in Chechnya in the ‘90s. The Chinese military hasn’t fought a real war since against Vietnam in 1979, and its navy has had no experience at all since- Korea? The end of the civil war? War is entirely more uncertain for China, a…

Post by waste_monk » Tue, Oct 25, 2022, 11:09 PM UTC

trap_goes_hot wrote: post #124

traceroute66 wrote: post #99

Earlier quoted context omitted.

> A company like Apple with a CEO that built his career on logistics and production? You can be sure there's a plan. You just aren't allowed to see it. This, this and THIS ! Do not underestimate Apple when it comes to supply chain management, they are the kings. Don't believe me ? Look at the COVID-induced semi-conductor shortage. Every other manufacturer out there that relies on a very strict definition of Just-In-T…

Is there any data for this? TBH, It doesn't pass the smell-test for me. Apple has a tiny product range, meanwhile companies like Samsung sell everything from chips, screens, and other components, to phones, laptops, tvs, etc, etc. Or even Dell, which has a massive product range; Our company purchased a ton of hardware from them during covid with no lead time issues - at-least on the things we wanted.