Apple needs to get out of China stat. They are dangerous.
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Apple Supplier Pegatron Denies Reports of China Blocking Shipments
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Yeah. So, what side would you choose? GLA, China or US of A?
National debt means nothing to most people. Countries can push debt forward as much as they like depending on the size of their economy. By the time you and I die world debt will be higher and even our kids won’t give AF.
Short term inflation can be managed if leaders don’t act like violent *******s and cause supply chain problems.
We should never had such low interest rates. After 2008 crash the world went to low interest rates just to force people to invest and spend. The interest rates went too low. Now they are forced to push it back up again and not moving fast enough.
Now that China doesnt even hide their intention anymore, whats next?
Without TSMC Apple simply cannot release their new device, period.
Feels like we are running out of time here.
Without TSMC Apple simply cannot release their new device, period.
Feels like we are running out of time here.
I'm not saying Apple has to leave China all together right now, that's also not realistic. I do wish Apple would look into production in the western world (US, EU, Australia etc) as to decrease dependency of authoritarian regimes.
china the only place one can process REE, apple will probably get deprioritized by the ccp if they made their intentions clear that they want to exit china.
Make America great again?
May I ask, why Apple isn't manufacturing their stuff in the US of A only? Ah, of course, the salary and work is much more expensive in their homeland. So, what to do... what to do? Poor Tim Cook.
The manufacturing infrastructure in the United States simply does not exist. To the extent that Apple manufactures roughly 600,000 iPhones every day of the year (on the average) with outstanding workmanship/quality and superb supply chain management. And just as importantly, can ramp that quantity up or down on a moments notice when needed (iPhone launches, Christmas, etc).
That infrastructure exists in China due to the billions/trillions of dollars of subsidized investment from the Chinese government over many decades.
this can be done, but my guess is that it’s still cheaper to hire Chinese workers to do the job manually.
Maybe Apple should weaponize Siri.
As an oldster now, I have grown very weary of humanity hoisting cultural leaders to golden thrones of prestige and power. Our world spends more resources on the science of death than it does on the science of life.
As an oldster now, I have grown very weary of humanity hoisting cultural leaders to golden thrones of prestige and power. Our world spends more resources on the science of death than it does on the science of life.
Nevertheless, the sooner Apple leave China the better. The tension has been rising for years and one day it will turn just like Russia with Ukraine.
It's going to have a bigger impact that people think. Then again, the only reason a lot of the political big wigs are willing to buck China now is there's no squeeze left in the lemon. All the big money to be made in China has been made. The big boom is over now. Time to find another country full of poor yet intelligent people to make stuff.
I wish our elected leaders in the US could focus on more of the stuff they agree on. I was surprised to see how far back Pelosi's position on China goes back. All the way to visiting Tiananmen square back in the 90's and making her position known. I am absolutely NO FAN of Pelosi. She simply grates on me as a phony populist, and I dislike her brand of domestic politics. That being said, she has credibility on the issue that stretches back over time. Her position has been the same for decades. That brings something to the table.
The previous administration and her had more in common on China than she has with the current administration. Now, I believe that the effort to discredit and destroy Biden is clearly underway by the Democratic party, and the thought of him running for a second term scares the socks off them. Which is one of the reasons Pelosi decided to visit Taiwan now. You don't get to be #2 in the line of succession after the VP and not be a political animal.
There were a LOT of China apologists on these message boards a few years ago, and I wonder where they all went. Was it when they realized someone other than Orange Man didn't like China, or was it the pandemic, IDK.
But a global shift in attitude towards China is clearly in the wind, and Apple needs to look to places like Vietnam & India to diversify it's manufacturing base or they may be caught flat footed.
Moving some of the higher end chip production to North America is important as well, and will facilitate moving some production to South America as supply chains shift away from the WESTPAC rim and away from China. If there's one thing established business despises is uncertainty. And right now, the only place that has more of that than China is the Donbass.
By the time 'we' wake up to the threat China is, it will be too late. Might be already.
I'm tired of hearing about how it's just a different culture etc, they are playing the looooong game, and they are playing for keeps. We are playing Candyland.
I'm tired of hearing about how it's just a different culture etc, they are playing the looooong game, and they are playing for keeps. We are playing Candyland.
The Chinese people are no more jingoist than Americans, English, German, or really any other Western hemisphere people.
Now, our governments...oh yeah, may the innocent and peaceful one please stand up. No one is standing up. I mean, just look at who has started the wars in our lifetime...the answer is consistently "not China", man.
However, I think it will be a major improvement to supply chain security when TSMC's AZ plants come online. The long-term writing is on the wall for any Taiwan-based production, really.
TheYayAreaLiving 🎗️
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In your opinion, which one would be a good country then?
India would be preferable. India is a democratic nation. They actually have elected leaders with a large elected Parliamentary body, preventing a Communist Authoritarian mentality like China. India can be corrupt at times? Sure. But even the Wahington DC politicians are just as corrupt. Does India have some struggling Third World cities? Sure. But many US cities also have bazillions of homeless people, making several US cities look like under-developed nasty Third World cities.
India is a melting pot of ethnic cultures and religions that frequently clash and fiercely debate each other? Oh yeah.... that description sounds like the United States every single day.
India is not perfect. But the USA has a lot more in common with India, than with China. Even better, the majority of educated Indians speak perfectly good English. After all, India was a British Crown Colony for nearly four centuries.
I was really hoping Apple would have moved MUCH of its manufacturing to India by now, away from China.
Zero sympathy for Apple on this subject. You play with fire, eventually you get burned.
The 25% net margins that Apple enjoys come with a lot of risks and tradeoffs. One of those risks is dealing with an authoritarian government which operates with completely different ethics and principles. Questionable labor practices from third party suppliers, bending over for a foreign gov't, incorporating in tax havens...all these factors contribute to those sweet, sweet profits that Apple shareholders have been taking for granted lately.
This is unpopular, but has to be said. Intel has the right idea: admit that domestic manufacturing is really hard, ask for help, concede that you can't be competitive with China + Taiwan skilled manufacturing without subsidies. Intel is making extremely large, risky investments just so that they can weather a storm and make EUV chips at home a few years from now.
The 25% net margins that Apple enjoys come with a lot of risks and tradeoffs. One of those risks is dealing with an authoritarian government which operates with completely different ethics and principles. Questionable labor practices from third party suppliers, bending over for a foreign gov't, incorporating in tax havens...all these factors contribute to those sweet, sweet profits that Apple shareholders have been taking for granted lately.
This is unpopular, but has to be said. Intel has the right idea: admit that domestic manufacturing is really hard, ask for help, concede that you can't be competitive with China + Taiwan skilled manufacturing without subsidies. Intel is making extremely large, risky investments just so that they can weather a storm and make EUV chips at home a few years from now.
Who's without guilt may throw the first stone, indeed- but still, the chinese government and people seem to be on a dangerous trajectory with zero history lessons learned about nationalism and dictatorship. Not saying that half of the American people or politicians is any better.
American politicians should solve the problems at home first and then look to their neighbours' backyards.
Wait... China and Taiwan are not even the US of A's neighbors. 😱😯😉
My humble opinion is that old people should be enjoying their retirement, not being smartass and playing world politics (aka Pelosi, Biden, Trump, Putin, Xi Jinping and so on).
But we all know ego is a heavy and dangerous thing and the our old leaders can't let go the leadership, they must cling to the throne until the end.
What do they now want to achieve by challenging each other? New conflicts? This will only be good for certain individuals, groups, but for the vast majority of people it will be a disaster.
Apple, on the other hand, if it wants to continue this policy, should consider having more manufacturers at its disposal, not just in Asia.
But it will be difficult, because most of the production/manufacturing is there, in Asia.
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I did really well with China's overload tanks and Nukes. But I missed the US's snipers and Air power when playing as China.
Tim Cook is obviously an exceptional person, however I think when he retires, him building out a supply chain that was massively dependent on China (and to a lesser extent, Taiwan) will be seen as a significant negative mark of his tenure.
Although given the move to globalisation that really took off in the 90s & perhaps he had no choice re building a manufacturing and supply chain that could operate at scale.
As a few others on this thread have said, in the 00s the view was that western companies would get cheaper products with workers who would work longer hours than the USA, Wall Street would see even more profitable USA companies and in turn, a democracy loving middle class would be built in China. So everyone was a winner. 🙄
Post Russia/Ukraine it seems a move of mind bogglingly stupidity to have allowed the USA’s - and indeed the West’s - manufacturing chain to be so dependent on China.
(I’m not American and I don’t mean any disrespect & I guess hindsight is a wonderful thing!).
Although given the move to globalisation that really took off in the 90s & perhaps he had no choice re building a manufacturing and supply chain that could operate at scale.
As a few others on this thread have said, in the 00s the view was that western companies would get cheaper products with workers who would work longer hours than the USA, Wall Street would see even more profitable USA companies and in turn, a democracy loving middle class would be built in China. So everyone was a winner. 🙄
Post Russia/Ukraine it seems a move of mind bogglingly stupidity to have allowed the USA’s - and indeed the West’s - manufacturing chain to be so dependent on China.
(I’m not American and I don’t mean any disrespect & I guess hindsight is a wonderful thing!).