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Apple warns suppliers to follow China rules on 'Taiwan' labeling

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51–60 of 473 posts

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#51

This should honestly be picked up by a larger news organization. If the US is serious about protecting Taiwan and bringing more chips to the US, Apple should be shamed for choosing Chinese profits. Imagine if Apple told Ukraine employees to label Russia on their badges.

Well, an alternative interpretation would be that Apple (like much of the world) is in a no-win situation because an assumption that they had (like much of the world) was that investment, fair trade, and bringing China into the established international organizations would result in liberalization (within reason) of China and that they'd be a full partner in global stability. The grand bargain. But instead the CCP rejected that and undermined global good will, and now the prior assumptions are no longer valid and so it will take a long time to decouple. Of course, nobody knows if Apple (and other companies) have that intention, but it's a reasonable counter-balance to the interpretation that they are "choosing Chinese profits".

And basically everyone here is choosing cheaper Chinese goods so we're all complicit too.

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#52
post #37

Earlier quoted context omitted.

Apple will knuckle under in about 3 seconds when the war starts and do whatever the US government asks them to do.

100% of Apple's important chips depend on Taiwan continuing to be Taiwan (and TSMC continuing to be TSMC). ~100% of Apple's manufacturing depends on China continuing to permit hundreds of thousands of Chinese nationals in Chinese factories (Foxconn's plants in Zhengzhou and elsewhere) building Apple products. I'm not sure what you mean by "knuckle under" in this context, but Apple is, today, wholly dependent upon Tai…

Yes, they are dependent on China and Taiwan, but they will knuckle under to the point to which the company is seriously disrupted if not destroyed once the war starts. I think it behooves everyone at Apple to prepare for the war and to figure out likely alternatives, and to also assume that the usual grey market way of getting around it will be anticipated by the federal government, and under war conditions the federal government may have a harsher point of view on it than they usually would with country of origin manipulation.

Even if the US wins a war over Taiwan, it'd probably take a long time to resolve, and trade would be disrupted for long enough that nothing is getting off the island until peace is re-established. Right now, if nothing changes with the US-China trajectory, war is coming. If the trajectory changes, that might change.

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#53

Why is this interesting? Taiwan has to compete in the Olympics as Chinese Taipei or whatever. Yeah, any place that China can influence, it makes Taiwan call itself China.

It's interesting because it shows how much influence the CCP has over the American company Apple.

In the EU, Apple posts prices including VAT, just as local regulations require. That's because the EU has this enormous influence over the American company Apple.

Or is it because companies generally tend to follow the law of wherever they operate?

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#54

I have a friend working for a company whose biggest clients are in the Emirates. One of said client is the government, and it is asking them to buy some very specific equipment, knowing fully well this equipment is only sold in Israel. However, the Emirates cannot trade with Israel, and refuse to pay for any equipment labelled as coming from this country. Calling one of the officials, they asked for a solution. They…

Why go all the way to the UK to do the swap, though?

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#56

This should honestly be picked up by a larger news organization. If the US is serious about protecting Taiwan and bringing more chips to the US, Apple should be shamed for choosing Chinese profits. Imagine if Apple told Ukraine employees to label Russia on their badges.

What's the problem? Taiwan is the Republic of China.

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#57
post #37

Earlier quoted context omitted.

Apple will knuckle under in about 3 seconds when the war starts and do whatever the US government asks them to do.

100% of Apple's important chips depend on Taiwan continuing to be Taiwan (and TSMC continuing to be TSMC). ~100% of Apple's manufacturing depends on China continuing to permit hundreds of thousands of Chinese nationals in Chinese factories (Foxconn's plants in Zhengzhou and elsewhere) building Apple products. I'm not sure what you mean by "knuckle under" in this context, but Apple is, today, wholly dependent upon Tai…

Damn. “Any single organization” is a hell of a qualifier. I mean if there was some war every company that builds physical shit would get fucked. But I’m hard pressed to think of any other single org that would be more fucked.

Would that be true based on market cap? Cause I’m sure countless auto manufacturers, airplane manufacturers, elevator manufacturers, consumer goods manufacturers, and god knows what else would be equally fucked. But by market cap none of them would be as fucked as Apple.

Hmmm. Weird…

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#58
post #31

Earlier quoted context omitted.

> the Emirates cannot trade with Israel Is "cannot" really accurate? Isn't it more like they voluntarily chose not to do so?

Used to. Israel and UAE normalized relations in 2020 and signed a free trade deal this spring.

That's what I thought too, not sure why OP said "Emirates cannot trade with Israel", maybe its an old anecdote.

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#59
post #31

Earlier quoted context omitted.

Used to. Israel and UAE normalized relations in 2020 and signed a free trade deal this spring.

Sure. My point is just that the UAE could have done that whenever they wanted; nobody was ever forcing them to not trade with Israel.

[deleted]

Re: Apple warns suppliers to follow China rules on 'Taiwan' labeling

#60

This should honestly be picked up by a larger news organization. If the US is serious about protecting Taiwan and bringing more chips to the US, Apple should be shamed for choosing Chinese profits. Imagine if Apple told Ukraine employees to label Russia on their badges.

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