Sensational title that is contradicted by the article’s content. 😂 By 2025, “only” 75% of iPhones and 80% of iPads will be made in China.
OMG, the grand decoupling has began.
economist.com/business/2022/…
OMG, the grand decoupling has began.
economist.com/business/2022/…
Forecast of Apple shifting manufacturing and assembly away from China — to Vietnam, India etc.
#iPhone #iPad #Macbook #AirPod
#iPhone #iPad #Macbook #AirPod
Three problems with facts and logic in this article:
1) China is getting richer and older. Naturally, it WANTS to move away from labor-intensive and low-wage jobs.
2) The shift is very very slow. Why? Nobody can match China in efficiency, logistics and infrastructure
1) China is getting richer and older. Naturally, it WANTS to move away from labor-intensive and low-wage jobs.
2) The shift is very very slow. Why? Nobody can match China in efficiency, logistics and infrastructure
3) A lot of the outsourcing is done by CHINESE companies!
So, similar toFoxconn, mainland China now has big manufacturing/assembly companies like Luxshare, Goertek and Wingtech.
Thus, many new manufacturing plants in India or Vietnam will still be a Chinese firm.
So, similar toFoxconn, mainland China now has big manufacturing/assembly companies like Luxshare, Goertek and Wingtech.
Thus, many new manufacturing plants in India or Vietnam will still be a Chinese firm.
Bonus point #4: China is moving up the value chain.
Rather than just assembling, China is making expensive components that go into Apple’s products. Like the screen, battery, speakers, cameras, semiconductor chips etc.
That is China’s future — “high quality growth”.
Rather than just assembling, China is making expensive components that go into Apple’s products. Like the screen, battery, speakers, cameras, semiconductor chips etc.
That is China’s future — “high quality growth”.
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