- Sep 14, 2018
My dad is likely TrIgeRred.
So, you like Vietnam Communist Party better than the Chinese one. Are we getting nuanced about communism now?I was pleasantly surprised when the AirPod Pros I ordered off Amazon last week had "made in Vietnam" on the charging case. They also seem to be better quality than the 2 sets of series 1 AirPods I went through where the gaps in the plastic where the housing is glued together you could slide a piece of paper between. Vietnam is only communist in name these days, they aren't the totalitarian monstrosity like China has become under the CCP, so I'd rather my money go there.
Good luck with that. Unsure what smartphone you'll be buying next...I'm not going to buy anything 'Made In China' anymore. It's quite tough and companies like Samsung need to advertise their products are made in Korea. Apple and Microsoft need to do the same.
Because a diverse supply chain is a more flexible one. We've also begun to move to non Chinese manufacturers to compliment our China based ones.Why?
then you have to be ready to give up a lot of things where the components are made from multiple places, including china, but assembled elsewhereI'm not going to buy anything 'Made In China' anymore. It's quite tough and companies like Samsung need to advertise their products are made in Korea. Apple and Microsoft need to do the same.
Except Samsung's products are, in many cases, increasingly manufactured in China. Korean labor is relatively expensive.I'm not going to buy anything 'Made In China' anymore. It's quite tough and companies like Samsung need to advertise their products are made in Korea. Apple and Microsoft need to do the same.
Exactly. This story is being well over played. The product may have come together in Vietnam but the components were mostly made and sold from China so this means nothing really. Technically they could ship the parts ready to be glued in the US. They’d still come from China.Well done Tim Apple!
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I mean you can't buy pretty much anything at all in that case. I bet even the on these 'assembled in Vietnam' products the majority of the component supply chain operates in China.
Well said, I fervently hope that the US does fully decouple from China, equally then the wining will really start. With the reality being the Asian producers don't explicitly depend on the US, very much more the global market...Some of the posts in here suggest that even if the writers have enough dough to buy a dozen sets of AirPods they wouldn't think of dropping a few bucks into an eye opening subscription to either the Financial Times or the Wall St. Journal.
But carry on. Always interesting to see how long a thread like this can persist on unvoiced political opinions (wrong forum for that, eh?!) rather than on anything to do with either the cost of doing business in the era of global trade or the diplomatic and political considerations of supply chains in East Asia... where China has more influence now than does the USA.... and where China has been engaged for some time in studying how to reduce its own reliance on US technology for the good of its own supply chains and economy... and where Vietnam is still playing catch-up.
Oh and by the way for those unaware, Vietnam is also definitely run by a distinctly communist government that enthusiastically uses a modified form of capitalism to conduct business and help its economy and citizens prosper.
So for those fascinated by abandoning US conduct of business in China primarily because the current US head of state has been engaged in a trade war with Xi, far be it from me to suggest moving this thread over to PRSI, but don't forget who won the right to form a government in a reunified Vietnam when the American war was over. It wasn't France, nor the USA, nor the erstwhile colonialist puppet government of South Vietnam. The main difference between China's president and Vietnam's prime minister is how many citizens say "how high" when either one of those heads of state says "jump". And as Americans have already learned in both countries, that can apply to managers of foreign manufacturing companies that locate supply chains in either one.
Both of these Asian countries (as well as Laos, Cambodia, Myanmar and dare I say Taiwan as well) are interested in competitive economic partnerships with the USA and not in being subsumed by any particular US flavor of the month politics. I'd assume that's the case for US companies too, whether considering their business abroad or at home.
Most of us are not CEOs of American behemoths with supply chains in Asia. Talking about moving them is cheap. Way cheaper than getting up to speed on the subject anyway, eh?
Well this one's free for the looking (aka second hand reporting off a paywalled piece)
China is surveying its tech companies to gauge their exposure to U.S. suppliers, aiming to reduce reliance on American technology, The Wall Street Journal reported.www.cnbc.com
For those inclined to shell out for a subscription to the FT
or the WSJ
As China’s trade fight intensifies with the U.S., companies are rushing to set up new supply chains in countries such as Vietnam. They’re quickly finding no place offers the complete solution that China does.www.wsj.com
That is a good example. When entering a clothing store and sales asks if they can help you just ask plain and simple where the made in Europe/Americas stuff is. The more people do that the more production will come back.Do you run through the streets naked?
Their share of the world textile market in 2017 was 43.1 %. Export volume 2018: ($ billion: China 118.53; India 18.11; Germany 14.79; US 13.82; Italy 12.72)
You wanted to pay $1,000 or $1,500 for your next iPhone? I'll let you guess where the $1,500 phone would be made.I don't understand the move to vietnam. Why not in the US? Tim "Apple" keeps talking about making apple products with the highest environmental and labour standards but keeps producing in Countries where no such labour and environmentals laws exists. Yes I know I am beating a dead horse, but I am always amazed to see people act in awe struck and give such baseless praise to apple when apple touts their environmental and labour standards.
Vietnam already has production facilities experienced at making Apple accessories (evidently they make a fair number of the Ear Pods that ship with iPhones) so having them expand to Air Pods was likely something they could quickly do.I don't understand the move to vietnam. Why not in the US?
Apple can and has imposed their own standards for labor and environment on their foreign suppliers. And let's be honest, the US is very much a patchwork of labor and environmental standards when you look at the States themselves (not to mention the Federal relaxation of such standards under the current Administration).Tim "Apple" keeps talking about making apple products with the highest environmental and labour standards but keeps producing in Countries where no such labour and environmentals laws exists.
You have been reading some selectively prepared talking points or else watching someone else broadcast them. But hey those are both a permissible adventure in the USA. Enjoy the ride.Anywhere but China. It's going to be rough making that transition, especially in places like Amazon. I'm glad Trump started holding China accountable for their biased trade agreements. There was lots of crying when he started doing that a few years back but now everyone's eyes have been opened and it's plain to see it was the right move. At this point, if we start to lose China, it will force US companies to source elsewhere.
Let it begin.
A full decouple from China is unrealistic and undesirable from not only the POV of US companies but from the standpoint of American consumers, at least the ones who are wage earners in the USA these days. The last thing the USA needs is an inflationary move like taking all supply chains out of China (where would they go?) and then expecting the Fed to raise rates in a country where a lot of the workforce couldn't even afford a $400 emergency expense before they got laid off during the global pandemic. We're a consumer-based, debt-based economy and a lot of us now have no jobs and no savings and few other assets and a whole lot of college loans and other debt. And some of us are worried about where our supply chains are?Well said, I fervently hope that the US does fully decouple from China, equally then the wining will really start. With the reality being the Asian producers don't explicitly depend on the US, very much more the global market...