I'm really hesitant to buy the notion that supply chain - and especially manufacturing - for cars is even remotely similar to that for hardware. And the fact t

I'm really hesitant to buy the notion that supply chain - and especially manufacturing - for cars is even remotely similar to that for hardware. And the fact that Foxconn and other suppliers actually do most of the grunt work there. And there's the other end: retail. A $1K gadget you can stick in your pocket is a not a $70 thing that has all sorts of other impacts and externalities.