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I got a crazy idea. Bring home the troops. Call it a national security emergency. Invest the roughly $1 Trillion per year saved building infrastructure, investing in supply chain and other savings to rebuild our intellectual capital and stop policing the world. Maybe, I don't know, start reinvesting in semiconductor fabs, like the Chionese, South Korean and Taiwan governments all do.

We have a choice, police the world and fail, or invest in our people and succeed.

Give up the influence of America in the world tens of thousands of American soldiers have died for. If America retreats from the world other countries would not waste any time to fill the gap - be it China, be it Russia.
 
I think that whatever side of the political spectrum that you sit on, moving most of the west’s critical manufacturing to the East from the 70d onwards, was a mistake.

Although, it’s complicated... In the UK, where I am, there was a toxic combination of under-investment by owners and increasing demand for better pay and conditions that helped lesd governments that supporting manufacturing in the uk was nearly impossible. I’m imagining that the story was similar in the USA etc.

As others have said, I guess when manufacturing does return to our countries, much of it will be automated.
 
No comment on Apple being named as a company using forced labour from the persecuted Uyghur minority, who’ve been sent to “reeducation” and indoctrination camps that look more like detention centres or prisons (with guard towers and barbed-wire fencing); brainwashed; and then deported from their homelands in Western China to work in Western factories?

"The Uyghurs had to come because they didn't have an option. The government sent them here," a local businessperson told the [Washington] Post.

"Chinese factories and Chinese media think it's a positive thing that these Uyghurs are being moved away and are working under semi-military conditions and management". China is one of only a handful of countries that have not ratified the International Labour Organisation's Forced Labour Convention (Australian Broadcasting Corp).

Nike has been particularly implicated.

https://www.abc.net.au/news/2020-03-02/aspi-uyghur-china-forced-labour-report/12017650
https://www.bbc.com/news/world-asia-china-51697800
https://www.washingtonpost.com/worl...ddf5f4-57b2-11ea-8efd-0f904bdd8057_story.html

Tim Cook naturally came out to defend their hiring practices, working conditions and suppliers, but if this is true (as seems likely) it’s a very bad stain on Apple’a Chinese manufacturing addiction.

The report claims it's the biggest persecution based on religion since the Holocaust, and that the aim is to ethnically "cleanse" the far-Western province.

First boycott Apple products, THEN come here to signal your bona fides.

As for me, I'll continue buying Apple products. :p
 
Did you read the article
"Apple has been cautious as Indian workers gain experience. Last year, it was hurtling ahead with a plan to make the iPhone 11 in India, a manufacturing first for a company that had long relied on China to assemble its newest models.

Yes. What the reporter (and apparently the tech public) doesn't understand is that Apple now has a document about the resources required and the gaps, and can if it wants to address those gaps going forward.

For DR/COOP reasons they can move. It will be harder to move the newer lines, but they could. And the iPhone 11 isn't their only product.

People don't understand the difference between not knowing how to do something and not being able to do something, and not wanting to do something. Today is not tomorrow. Today they can't move the 11 or presumably 12, but now they know what they need to tomorrow if they need to get it done.
 
Tim Cook bragged about the “buying opportunity” that was presented when AAPL share prices fell recently. What could the company accomplish if they used their $200B surplus to invest in diversifying manufacturing facilities rather than stock buy-backs? A perfect example of Cook’s nearsightedness is the reliance on TSMC as a sole source for A-series CPUs. An earthquake, war with China, etc., could shut down production of most iOS devices.
 
Not saying Apple should make a complete break from China, but they better use this as a wake-up call to reevaluate their production supply chain and manufacturing plan.

Risk analysis is always done on every significant business relationship. Apple was / is quite aware of the issues and consequences. That's why all the contracts have "Force Majeure" clauses that go into detail about who is responsible for what if production or contract fulfillment is interrupted for any reason.
 
I’ve mentioned this a few years ago and it’s more important to both Apple and India today:

help India build up its infrastructure to support high tech manufacturing in a clean energy way!

build roads to new facilities!
Help the nation understand and use clean energy!
Be a steward toward helping a nation rise above their current level while helping yourself.

mining companies do this extremely well: I worked at a gold mining company where a good friend helped in government negotiations for mining gold and he helped with his own hands to build an elementary school.

even if no tax breaks are giving the amount of citizenship good will earned will last a generation on its own. Helping reduce educational costs through technology in a nation that is extremely hungry for education can change how it utilizes this.
 
Go watch American Factory on Netflix, they can't even make an automotive windscreen properly before some guy brings a union in, good luck putting together a bleeding-edge phone together without costing 5 fold in costs.

In the US only 6.2% of private sector workforce is unionized, so making them the bad guys is a scenario 15 years out of date.
 
Really? So why do they always originate from the same one country? Did you see their food markets? Did you see what they do with animals?

Really? They DON'T all come from China.

Viruses have been around for billions of years, and were an integral part of the lifeforms that developed on this planet, including leading to us. They're everywhere all the time. There are about 40 trillion bacterial, viral and living critters living on the average human, and only about 30 trillion human cells. Be smart, not afraid.
 
We aren't "policing the world" out of the kindness of our hearts. Far from it. It is for economic control. This is really obvious.
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Today it's coronavirus. Tomorrow it's a political issue. The point is Apple relies too much on China.

What will happen when manufacturing an iPhone is almost 100% automated? When you need 2,500 people instead of 250,000?

These large 250,000 person companies in China undermine Western companies. They will be cheaper and compete directly for your job in Western markets because they're going upmarket...China's Communists have goals to make all the high-tech stuff.

There is nothing communist about china today.
 
Tim Cook bragged about the “buying opportunity” that was presented when AAPL share prices fell recently. What could the company accomplish if they used their $200B surplus to invest in diversifying manufacturing facilities rather than stock buy-backs? A perfect example of Cook’s nearsightedness is the reliance on TSMC as a sole source for A-series CPUs. An earthquake, war with China, etc., could shut down production of most iOS devices.

I think people forget that what makes Foxconn so attractive for manufacturing is that they literally built their supply chain around the assembly of the iphone. In short, it’s not just about building factories and hiring people, but about how the thousands of parts find their way to these factories.

It’s not something that you can just replicate on a whim.
 
I think people forget that what makes Foxconn so attractive for manufacturing is that they literally built their supply chain around the assembly of the iphone. In short, it’s not just about building factories and hiring people, but about how the thousands of parts find their way to these factories.

It’s not something that you can just replicate on a whim.
No one is suggesting a shift from China would be easy or quick. If any company can afford to invest in supply chain diversification, it is Apple. Instead Cook uses the huge retained earnings surplus to repurchase AAPL shares, defacto admission that he and his leadership team have no clues for any better uses of that capital windfall.
 
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