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China accounts for only about 5% of global semi sales, according to SIAC's 2019 annual report. The US still dominates in logic and analog sub-product categorie
by tooltalk 6y ago
China accounts for only about 5% of global semi sales, according to SIAC's 2019 annual report. The US still dominates in logic and analog sub-product categories by a wide margin.
> Back in the day as much as about 40%...
40% sounds too high -- I think 18% at max is more realistic. Apple's A chip cost was estimated between $12-$20 or about 7%-8% of total BOM. Aside from Apple's A chips fabbed by Samsung and baseband/RF/sensors by Qualcomm/Skyworks, I can't think of any other significant US components in Apple's mobile product. The most valuable components in the iPhones in those days were DRAM/NAND flash storage (about 30% of BOM) and displays and they came from either Japan or South Korea. Micron wasn't an significant supplier until Apple's relationship with Samsung soured.
Sure, who can forget Tim Apple's rare CBS interview where he proudly declared the engines of their portable devices were made in the US, after which Apple promptly outsourced it to TSMC in Taiwan. I suspect that that was a calculated move to make the final defense of their outsourcing practices before moving that out of the US as well.