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Key Apple Supplier Eyeing Production Move to US in Response to Tariffs
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No, not in any way shape or form.
"eyeing" something means exactly nothing beyond a press release.
Show me where any supplier like this was "eyeing" anything before this Administration, any movement at all.
Every supplier is "eyeing things" all the time.
Businesses do things, every day, without a press release about it.
I welcome this wholeheartedly! Investment in to our country is always a great thing. It lowers COGS and creates employments. It also boosts the vendor's financial posture and improves their relationship with us. Win-Win for everybody.
If allowed to continue, Trump is going to destroy the US.
He doesn't understand any of the real 2nd and 3rd order implications of any of this.
He doesn't understand any of the real 2nd and 3rd order implications of any of this.
It’s all fun and games until the dollar ceases to be the world’s reserve currency.If allowed to continue, Trump is going to destroy the US.
He doesn't understand any of the real 2nd and 3rd order implications of any of this.
It's shocking to see people cheering for this ... truly shocking.
Remind me, who was U.S. president in 2022?
Made in America: these are some of the companies bringing manufacturing back to the US
Since the pandemic, many companies have unveiled plans to build new factories at home after being hit by tariffs related to the China trade war.
www.businessinsider.com
Made in America: these are some of the companies bringing manufacturing back to the US
Jul 9, 2022
American manufacturers are increasingly bringing production back to the US to reduce their reliance on global supply chains that proved vulnerable to disruption such as the pandemic.
An overwhelming majority of American companies with production operations in China have already moved some back to the US or plan to do so in the next three years, according to Kearney's 2021 Reshoring Index.
Almost four in five corporations companies have already shifted production to the US and at least 15% are considering it due to high tariffs and ongoing supply chain challenges, Kearney's report shows.
General Motors announced in January it would spend $7 billion on four plants in Michigan. Last year it spent almost $40 billion buying parts from some 5,600 US suppliers.
GE Appliances is also investing on expanding US production to make products closer to customers and create more American jobs.
Intel is investing $12 billion on two chip factories near Phoenix that are due to open in 2024. The company said last year that the US has "lost ground" in manufacturing semiconductors.
US Steel is investing in a $3 billion steelmaking factory in Osceola, Arkansas. Similarly, Nucor is spending about $2.7 billion on a steel plate mill in Brandberg, Kentucky with construction set to start later this year.
Generac Power Systems moved some production from China to the US after the pandemic. Last year it unveiled plans to open a new plant in Trenton, South Carolina.
Lockheed Martin is putting $16.5 million into a new Missile System Integration Lab facility in Huntsville, Alabama. The defense contractor already has 25 facilities in Alabama and expects to create a further 200 jobs there.
It is amazing all of the people who stayed at a Holliday Inn pontificating here. They sound like a bunch of divorced women talking about their X's. The fact that 70 countries are in negotiations over tariffs affects the stock market. China is painting itself into a corner. China has no friends, they have been screwing over everybody.
Doesn’t necessarily mean that they will be hiring US workers. They can easily bring over their own laborers. . .
We also saw a clean energy boom with companies building factories across the U.S. But those jobs/factories are now at risk as Trump admin. considers rolling back Biden Admin's energy policies.
Do you see the irony?
How American Tax Breaks Brought a Chinese Solar Energy Giant to Ohio
The Inflation Reduction Act restored American manufacturing jobs – and gave China an opportunity to extend its dominance in some clean energy technologies.
www.bloomberg.com
How American Tax Breaks Brought a Chinese Solar Energy Giant to Ohio
October 28, 2024
Nestled among the corn fields of Pataskala, Ohio, Illuminate USA’s sprawling new solar factory is buzzing. Hundreds of freshly hired local employees are hoisting pallets, soldering equipment and inspecting their work as sheets of glass are transformed into state-of-the-art photovoltaic panels. They’re collecting hourly wages that start at double the state minimum. The factory has also delivered contracts to area electricians and suppliers.
From the outside, these are the hallmarks of the 21st century clean energy manufacturing boom promised by the Biden administration, the result of sweeping incentives designed to restore national prowess in a market dominated by China.
Can clean energy manufacturing survive under Trump?
Factories are starting to make solar panels and batteries in the US. But the new administration may target the tax credits and funding programs they need.
www.canarymedia.com
Northwest Georgia is churning out solar panels like never before. Detroit automakers are constructing billion-dollar battery factories to supply electric vehicle production. Pittsburgh steelworkers are forging torque tubes for massive solar plants.
The U.S. has succeeded in kicking off a new era of clean energy manufacturing, thanks to Biden-administration policies that incentivized domestic production to rebuild communities and reduce reliance on China. Now that Donald Trump has won a second term in the White House, he could use his power to crush this fledgling industrial resurgence, or embrace it.
Trump campaigned on boosting American manufacturing and pushing back on China. It would serve the incoming administration’s stated interests, then, to continue policies that boost American manufacturing and push back on China.
So if it's green you're ok to talk about the markets
What about the "straight down all red days" before?
Wow it's really happening!!! Apple is doing it right? Can't wait to hear from Timmy about the news.
Weird - 40 years ago, China was backwater and somehow they found people to build up factories. It's almost like the post-WTO and NAFTA agreements, international trade is based upon labor arbitrage, with shareholders / companies pocketing the profit from that arbitrage.
The externalities of that labor arbitrage - 70,500 factories have closed since China has joined the WTO, hundreds of thousands of people have died from opiod overdoses. Not unlike what happened during the collapse of the Soviet Union, for those towns and cities in the US that lost their manufacturing base.
It only matters if you sell short. Day trading does not work anymore.
"Found people"?
It's a Communist Dictatorship
You don't want to be on the "worker" end of things in China, nor do you want that in the USA
I take the long view, as you should. All of the long-term gains and losses are viewable online. Watch for a tariff agreement with Japan. When that happens things will start to change for the good. The terrible state of the Chinese economy is not reported in the US. You need to go to Taiwanese and Japanese financial news for that.
I use the Baha app to keep track of worldwide financials. This App is available in the Apple App Store and the Google Play Store.
Only China does that to 3rd world countries and bringing in their own workers with the present administration isn't going to happen, Plus the Unions will have something to say about that. This is not H-1B country.
BMW moved all the manufacturing of their SUV's to the Carolinas a few years ago. Any x model bought in Europe comes from that plant. What will happen now is that Europe will have to pay a tariff on BMW models imported into Europe. We are suppose to think globally, this is just getting stupid.
These tariff
Subaru has done the same thing. They make their SUVs for the entire world at their Indiana assembly plant.
The problem tech companies are having right now is getting their manufacturing equipment out of China. There are plenty of closed assembly plants in the US. All that is needed to set them up for Hi-Tech manufacturing is to remodel the building to suit and place the manufacturing equipment. Unlike China, this equipment is made in Japan, Taiwan, and the United States. I have a nephew who is a machinist. He tells me China is at least 15 years behind Japan, Germany, and the USA in CNC machines. He said his tooling suppliers are happy about these Tariffs because of Chinese counterfeiting. Right now you can see counterfeit tooling for CNC machines. They look identical. The only way you find out it isn't what you paid for is they break halfway through a job.
As little as I doubt iPhone production is going to return to the U.S. at competitive cost on a large scale anytime soon(then again, at 100%+ tariff for China, it actually might):
Let’s not overreact and put the U.S. down too much.
The country still makes some high-tech products. It has large and diverse enough of a workforce. AirPods cost a fraction of the iPhone’s price to make. And I’m quite sure they’re (much) easier to make and their supply chains are less complicated.
I’d certainly consider it feasible (much more so than for iPhones retailing at $1000 and more).
If India and Brazil can make iPhones, so can U.S. manufacturing make small earphones.
And given Apple’s brand power, they’ll be marketable maintaining margin and reasonable pricing.
Question is just: will it worth it, given the volatile nature of Trump and his tariffs and policy. And input prices, when components and supplies are subject to tariffs?
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