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Could this simply be to provide chips for the products that still haven’t transitioned yet over to Apples in-house C chip. Like: Apple Watch, most models of iPads, Pro model of phones, etc. Because without this deal, Apple would have had to transition all products by end-of-year.
Different company.
As much as I hate the source of the tariff policies, from an uneducated outsider PoV, they do seem to be causing fewer dollars to leave the country in imports. How does it feel from an insider perspective? Are the increased costs on imported items and dependent services worth it for a bit more local investment?
Theater to keep Mad King Trump off their back.
As much as I hate the source of the tariff policies, from an uneducated outsider PoV, they do seem to be causing fewer dollars to leave the country in imports. How does it feel from an insider perspective? Are the increased costs on imported items and dependent services worth it for a bit more local investment?
We are losing a lot more manufacturing due to the new tariffs on industrial parts than we are gaining from tariffs on finished products
Steel tariffs are calculated to cost ~$900k per job saved. It also makes all other industries in the US that use steel less competitive in the global market.
Why is it "spend" and not "spending"?
Earlier quoted context omitted.
No company can plan based on the tariffs. There is zero guarantee that then next government won't revoked them or that the current one won't flip-flop. Local manufacturing doesn't swing on a 2-4 (or 6 or 8) year timescale. There needs to be consistency. The company that moves (or starts) manufacturing here today might get run out of business when/if tariffs are repealed and their competitor already has production lin…
Apple invested 3x the Marshall Plan into China. Imagine if they'd spent that on the US instead.
Wiki says: https://en.wikipedia.org/wiki/Apple_in_China
> In the book, McGee says that, under the leadership of Tim Cook, Apple invested $275 billion in China between 2016 and 2021, to manufacture its products in the country (including building factories and supply chains in China, as well as training Chinese workers). McGee compares this to the Marshall Plan, as this is in excess of other corporate spending and, in real terms, was about twice the monetary value of the Marshall Plan.
Earlier quoted context omitted.
I figure supply chain migration is an incremental process and any progress is a win. In my mind some of the tech needs genuinely experienced staff and that must be seeded somehow. Note I am talking out of my ass but this is how I see the picture. I have no experience in supply chain or manufacturing :)
Not just experienced staff but an entire ecosystem of supporting startups, industry, talent, and infrastructure around the main fabs.
As much as I hate the source of the tariff policies, from an uneducated outsider PoV, they do seem to be causing fewer dollars to leave the country in imports. How does it feel from an insider perspective? Are the increased costs on imported items and dependent services worth it for a bit more local investment?
No company can plan based on the tariffs. There is zero guarantee that then next government won't revoked them or that the current one won't flip-flop. Local manufacturing doesn't swing on a 2-4 (or 6 or 8) year timescale. There needs to be consistency. The company that moves (or starts) manufacturing here today might get run out of business when/if tariffs are repealed and their competitor already has production lin…
If not caused by politics, then by demographic crash.
As much as I hate the source of the tariff policies, from an uneducated outsider PoV, they do seem to be causing fewer dollars to leave the country in imports. How does it feel from an insider perspective? Are the increased costs on imported items and dependent services worth it for a bit more local investment?
Earlier quoted context omitted.
Apple invested 3x the Marshall Plan into China. Imagine if they'd spent that on the US instead.
Easy to imagine - phones would be 1.5x more expensive than they are now, from get go. The cheap electronics (and goods in large part) have been hallmark of "quality of life in USA" for decades; I still get iPhone and Lenovo laptops 40% cheaper than family members living in Europe. However, it seems that Americans are so tired of growing prices that they are getting used to paying them. Just yesterday there was an art…
> I still get iPhone and Lenovo laptops 40% cheaper than family members living in Europe.