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Vietnam to make Apple Watch and MacBook

asia.nikkei.com

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421–430 of 598 posts

Re: Vietnam to make Apple Watch and MacBook

#421

Post by actionfromafar »

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…

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

Re: Vietnam to make Apple Watch and MacBook

#422

Post by eloisant »

elzbardico wrote: post #417
sandstrom wrote: post #408

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.

yes, both are true

Re: Vietnam to make Apple Watch and MacBook

#423

Post by piokoch »

sandstrom wrote: post #408

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.

Step by step. Hard lesson learned from dependency on Russia's oil and gas will hopefully open people's eyes - you can't depend on the hostile regime, even if it occasionally pretends to be a nice guy.

Re: Vietnam to make Apple Watch and MacBook

#424

Post by dep_b »

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…

I hope you at least got paid for this

Re: Vietnam to make Apple Watch and MacBook

#425

Post by eloisant »

dirtyid wrote: post #324
zshbleaker wrote: post #306

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…

> it’s absolutely a good start. Depends on why you think it's good. If you think it will hollow out PRC industry and will lead to collapse of CCP into Third Reich leading to collapse them you will probably be disapointed. CCP _wants_ PRC companies to expand in region because it's "cooperative" sourcing strategy that helps PRC geoeconomic posture by increasing dependence. Especially in Vietnam where PRC control over M…

It will help Vietnam develop knowledge and know-how and eventually we might see Vietnamese companies in the field. That's how China got started.

Re: Vietnam to make Apple Watch and MacBook

#426

Post by dirtyid »

eloisant wrote: post #425
dirtyid wrote: post #324

Earlier quoted context omitted.

> it’s absolutely a good start. Depends on why you think it's good. If you think it will hollow out PRC industry and will lead to collapse of CCP into Third Reich leading to collapse them you will probably be disapointed. CCP _wants_ PRC companies to expand in region because it's "cooperative" sourcing strategy that helps PRC geoeconomic posture by increasing dependence. Especially in Vietnam where PRC control over M…

It will help Vietnam develop knowledge and know-how and eventually we might see Vietnamese companies in the field. That's how China got started.

Which will be great. The more countries that gets developed on labour driven export based manufacturing, the better. Before automation starts closing that window.

Re: Vietnam to make Apple Watch and MacBook

#427

Post by kwanbix »

piokoch wrote: post #423
sandstrom wrote: post #408

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.

Step by step. Hard lesson learned from dependency on Russia's oil and gas will hopefully open people's eyes - you can't depend on the hostile regime, even if it occasionally pretends to be a nice guy.

I think the real lesson is you cannot depend on one single provider. Because even if today is really a friendly one, tomorrow it could become hostile.

Re: Vietnam to make Apple Watch and MacBook

#428

Post by seb1204 »

cronix wrote: post #234
erichocean wrote: post #208

Earlier quoted context omitted.

Apple is spending $275B to advance Chinese manufacturing.[0] They can easily afford 1/10th of that to build a fab that's ready in five years right here in the US if they wanted to. (Las Vegas is ideal, no natural disasters of any kind.) Hell, they could write a check and buy Intel outright. [0] https://arstechnica.com/gadgets/2021/12/report-apple-ceo-tim...

Las Vegas is currently having their water coming from the Colorado River (and reservoirs fed by it) limited, along with several other states and Mexico. If I were a betting man, I'd bet it will get worse in the near future. https://www.ktnv.com/news/u-s-department-of-interior-declare...

I was going to mention the water shortage too. Is water not an important resource for chip making?

Re: Vietnam to make Apple Watch and MacBook

#429

Post by simonh »

yunohn wrote: post #399
pm90 wrote: post #395

Earlier quoted context omitted.

It seems pretty silly to discourage sale of Vietnamese made furniture in Vietnam.

From my reading of the situation, it’s not discouraged, rather the companies would rather avoid finally paying tariffs and instead sell abroad. Not sure how significant the charges are?

It depends how you look at it. I doubt it's the companies avoiding tariffs, it's that customers in Vietnam wouldn't buy the goods because the tariffs would make them too expensive. If Vietnamese would buy the goods anyway I'm sure the companies would love to sell their goods in the country.

Re: Vietnam to make Apple Watch and MacBook

#430

Post by simonh »

Poppys wrote: post #415
smachiz wrote: post #221

Earlier quoted context omitted.

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!"

Taiwan doesn't own TSMC. They don't tell TSMC how to do business any more than the US government dictates to Intel. I'm sure it wields influence, of course. The US government offers incentives for companies to build foundries in the US, and there's a large pool of skilled workers in the industry in that area. Also Taiwan is a small country, so it's quite possible TSMC needs to expand internationally in order to be able to scale up it's business.
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