"but the investment [...] means that there will be a new ecosystem being built" No, I don't think so. Any one company has a negligible impact on the size of th

"but the investment [...] means that there will be a new ecosystem being built" No, I don't think so. Any one company has a negligible impact on the size of the ecosystem. If everyone moved at the same time then, tautologically, the whole ecosystem would move. But there's a coordination problem involved. Each player is incentivised to wait for many others to move before doing so. If there was just the ecosystem issues, they would all stay in China forever. If Foxconn is going there now, it somehow believes it's worth it to go now.