Apple is very tied to Chinese manufacturing in a way that is hard to replicate in US. They will agree to make some high margin simple to assemble thing in the US to appease government, but if it goes as well as last time, they will stop as soon as they can. In china they were often able to iterate on designs and have custom screws and other parts made and ramped up in very short times. Something about having the whol…
Well put. I tried to explain this to someone years ago after they asked a question like "why don't they just build a factory here?". I was like "you need more than _a_ factory, you need a whole ecosystem of manufacturing". I guess I didn't make my argument clear enough based on their response. I think the USA has been very clear based on our actions over the past 4 or so decades: we don't want this kind of labor in t…
Sure, if it took decades of slow patient effort to create the current situation, it might take decades to unwind it. And, sure, the US political system is exceptionally bad at industrial policy.
But, at the end of the day, the political and military logic is, and will be for the forseeable future, get your supply chains out of China. Just because it is slow and difficult doesn't there is any reason to believe the pressure will relax. (Putting aside the possibility of an AGI/robotics revolution)