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I agree that needs to happen but
maybe “North America” and Europe. So, Mexico and Poland.

The key is greater automation in production, but that’s what AI and robotics can help with.

Apple needs to produce the full supply of iPhones with maybe 1 percent of the current workforce.
So is the push for efficiency so no one has a job? Does this end with only high paid skilled technical people who can create robots and systems to produce everything and completely remove the need for those who work in production factories?
 

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How about assemble in US or Europe?
What’s the motivation? They are doing it in India to avoid having to pay duties which would affect their ability to compete in India.

Also, Europe has lost access to cheap energy at least for now and a lot of manufacturing is moving out of Europe.

In the US, the cost of health insurance makes it impossible to manufacture competitively. Even most automakers are now moving to, or considering moving to, Mexico.
 
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I wonder how much it would actually add to the price if this happened. Wouldn't be in high cost locations, but lower cost for the region, but somewhere with technical staff, source of engineering graduates etc. in the same way that car production and high tech happens in Germany, parts of the US, parts of the UK etc.

Apple produces premium products. I'd pay a bit more (not sure how much) to know that my phone was at least made in a democracy. I'd love to buy an Indian iPhone. India's not perfect but it's a world away from China.

An iPhone with Assembled in Germany/Poland etc. would be great.

 
Knowing how massive of an endeavour changing supply lines can be, thsi is prety cool!
 
The challenge is less the actual labor costs as it is the support infrastructure. Steve Jobs spoke on this before his death when asked by former US President Barack Obama what it would take to move iPhone production to the US; he essentially said it would never happen for several reasons:


Foxconn employs hundreds of thousands of workers and houses them in dormitories on site. That gives those companies the ability to ramp up and ramp down production at a moment's notice; workers deal with conditions most US and EU laborers would consider extremely difficult. The company literally owns you. But the end result is a level of speed and flexibility US and EU factories would have difficulty matching.

It's insane that people are actually OK with this. Doesn't it bother you that these people are "basically owned" by the company? They don't get to have their own lives. I've never heard anyone put it so plainly

This is evil.
 
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So is the push for efficiency so no one has a job? Does this end with only high paid skilled technical people who can create robots and systems to produce everything and completely remove the need for those who work in production factories?
Apple needs to get away from a production model that requires a human hand to touch every single iPhone being made. The humans should be there to control and repair/troubleshoot the robots. That doesn't eliminate a human presence in factories, it just greatly reduces the number.

This is necessary because the number of humans, especially in China, is likely to fall a fair bit over the next few decades. By 2100, the population of China is expected to be less than half of what it is today. Most advanced countries are shrinking in population. The only reason the US isn't shrinking is immigration, but from a global perspective, that's just rearranging deck chairs.

So we need AI and robotics to replace humans because there just aren't going to be as many humans. The end result will be a smaller number of humans living much better and more fulfilling lives. And I suspect also much *longer* lives.
 
They will want to really diversify the manufacturing base more in the coming years... political instability and climate change are having huge impacts across the globe.

A mix of manufacturing in developed and developing countries is the best bet. It strengthens ties, creates jobs and makes for more resilient manufacturing.
 
Or IKEA could do a deal and let you build your phone at home with (a very small no doubt) Allen key.

Do the labour yourself.
 
Surely COVID taught all of us that diversity of supply and more in-country production works better for supply.
 
That would probably push pricing into the Vision Pro region.
China Labour is not as cheap anymore as people believe. What makes production cheap is the ability to scale.

It is hard to ramp up iPhone number of production while maintaining quality anywhere but in China. India is slowly ramping up, but I can imagine producing for not that much of a higher price in the US. It's just getting comparable unit numbers out that would be a large challenge.
 
"...accelerating efforts to diversify beyond China..."

"...maximizing their profit beyond China..."

Has nothing to do with diversifying.
Apple is only interested in money... and lots of it.
No one knows better about the problems in China, assembly lines, government et al. than Tim Apple.
So let's just little by little move everything to other countries.
 
The headline I want to read is "Apple now producing 100% of their products in the USA".
 
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It's insane that people are actually OK with this. Doesn't it bother you that these people are "basically owned" by the company? They don't get to have their own lives. I've never heard anyone put it so plainly

This is evil.
they are not owned by the company. On the contrary, wages are well paid according to local standards, the company PROVIDES housing, utilities, even gyms, food and people are happy to be employed
 
This should scale up to near 50% of all iPhones made including the Pro and Pro Max models in the next 2 years.
 
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