Have you figured out yet which customer cares the most about not getting chips of China invades Taiwan? Should be easy to figure out.
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Apple Watch Chips Now Being Made in the U.S. for the First Time
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Except China invading Taiwan isn’t far fetched. They’re actually talking about it and surrounding the island with ships all the time. Flying planes into their airspaceProbably right after the invasion of Greenland.
That’s why the huge plant in Arizona was built and why Intel is rapidly building new fabs for 4nm and better tech. Samsung is also massive
I remember when it was desert. My apartment was just to the southeast along the 17. Now that whole area is booming.
100%
Americans want “cheap” and “American made”. Problem is those two things are mutual exclusive and incompatible.
And before someone comes on here and says they’ll pay $2000 for a base model iPhone, I’ll ask them how someone could possibly pay for that when the federal minimum wage is still $7.25 an hour?
Too bad Intel’s product has trash performance.
That’s what I’m afraid of if tariffs get out of control. We’d be forced to use worse performing tech because it’s cheaper than good performing foreign tech.
It's not the chips but assembly costs. Until that can be automated the labor costs would be prohibitive, assuming you could get the needed amount and quality, in the US or Europe.
The US, for example, does do manufacturing but not of the type used for electronics, it houses teh largest BMW manufacturing plant in the world, for example.
The realize a crackdown would decimate their labor pool, even legal workers who are afraid of being caught in legal entanglements. IIRC, one US state tried a crackdown and farmers complained they couldn't get US workers and if tehy did they lasted a week at best. All of a sudden the state changed course.
I suspect the US efforts will be more show than substance since a significant percentage of farm and construction work depends on immigrant labor; especially in states that are, in the words of Trump, MAGA.
I still use an iPhone 11.
I works, there is nothing "must have" in any of the newer models
I have zero interest in it being a "fashion" item
Yes I bought an M3 16" MBP, but that was needed for various things I am playing with.
But then again I still use my 2009 27" iMac and have just got some extra RAM for it, I replaced the HD years ago for an SSD, so for final Pro it still works just fine for what I do.
The main problem is the USA doesn’t have the educated workforce (engineers) to oversee the kind of production lines that Apple uses.
gizmodo.com
Why Apple Doesn't Make the iPhone in America
The answer is pretty obvious, right? It's cheaper labor! But is that the only reason why Apple (and other companies) outsource its workforce to China as
gizmodo.com
So are the glass and a lot of components like audio chips that are made in the US. It doesn't sound very efficient, but it'd be even more inefficient otherwise. Chips are high enough value to justify this kind of transport. Also remember that then US isn't Apple's only market. No matter where you assemble it, you'd end up shipping the end product globally anyways.
I don't see how that's related. TSMC could just be making the newer chips in Taiwan.
The US hasn't produced enough skilled tool & die workers, scientists, and engineers for many decades. That's why H-1B visas exist. Our skilled industries can't operate without them, although this is apparently a big surprise to a large segment of voters.
And of course the agriculture, meatpacking and construction industries would be (will be) lost without H-1B.
They could use Taiwan for S10/S11. But why ramp up production for a chip (S9) with a super limited lifespan?
Perhaps the S9 could be used in other products, but otherwise what's the point?
Why are you going out of your way to switch your comments to a harder-to-read font?
A faltering economy and a vastly larger population (just over 4x the U.S., by the way; you dropped a factor of 1000 somewhere) sounds like it would raise—not lower—the likelihood of a gamble on drastic moves to improve circumstances. Which in turn suggests that we should be working very urgently on that new, heretofore unreached scale of automation.
Took 40 years to move $40 trillion of production to Asia.
It ain't coming back in 4 years. Not when anyone working in a US factory wants their $35/hour but the phone has to cost only $1000. And before you say "I'll pay $2000 for a US made phone!" Yeah, maybe you will, but most won't. Tim Cook knows that.
What does that mean for us? We'll all eat inflationary tariffs, in the form of a regressive tax passed onto us, the middle class consumers. From a guy who barely got through his Econ courses. It's infuriating.
It ain't coming back in 4 years. Not when anyone working in a US factory wants their $35/hour but the phone has to cost only $1000. And before you say "I'll pay $2000 for a US made phone!" Yeah, maybe you will, but most won't. Tim Cook knows that.
What does that mean for us? We'll all eat inflationary tariffs, in the form of a regressive tax passed onto us, the middle class consumers. From a guy who barely got through his Econ courses. It's infuriating.
These kind of statements were made when it was merely discussed about building a chip plant in the US. Now we have quite a few chip plants in the US and more to come.
Where Are All the New Semiconductor Fabs in North America & Europe? - Z2Data
Keeping track of all the new semiconductor fabrication sites can be difficult. Here is a list of all the major fabs being built in the US and Europe.
www.z2data.com
So it's only a mater of time until chip making, electronic manufacturing, and logistics matures in the US. It's odd seeing comments dismissing the idea the US and Europe becoming leading manufacturers of consumer electronics. Apple is opening shop in India, Vietnam, and Indonesia. What's their infrastructure standing and ability? Obviously no where near China's levels. But where is that same dismissive attitude when Apple opens shop in those nations?
Apple does not own any semiconductor fabs. Thank god as that would be a very poor use of capital as they cost $10 to $20 billion dollars just to build. And then tons more money staffing them, developing new processes, and keeping them running 24/7 (which Apple could never do) in order to be profitable.
Apple is not opening shops in India, Vietnam, and Indonesia. Apple contracts with companies for manufacturing services in those countries.
They aren’t using H1Bs, and 5 of the top 10 H1B users are consulting firms, not high tech industries.
I'm not sure that's right. The Samsung fab in Austin is/was a DRAM/FLASH fab.
But maybe.