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This is ridiculous. You are making it sound like those suppliers are immovable and somehow only available in China. But let's face it, Apple is in China becau
by tooltalk 7y ago
This is ridiculous. You are making it sound like those suppliers are immovable and somehow only available in China. But let's face it, Apple is in China because of almost unlimited cheap, unskilled rural labor force that can't be found elsewhere. Samsung was also in same spot years ago, but found a much better deal in Vietnam years back and in fact moved much of their smartphone operation there (along with some 200+ subcontractors and suppliers). Unlike Samsung's AMOLED displays, Corning's Gorilla glasses, or SONY's cameras, there is nothing in China that can't be produced elsewhere.
Vietnam also has hundreds of thousands of CNC, toolings and craftmen to produce in Samsung's volume. This supply chain narrative is something Apple marketing folks invented to justify their outsourcing. Trump's trade war with China, as many contract manufacturer move out of China, will prove none of that supply chain myth is true within a year or two.