4 ms·

Can you tell me which chips are produced in PRC? (Not Tawain and TSMC)

cwhiz 6y ago
That’s a complicated geopolitical question. SMIC produces lots of chips. But if China tries to clamp down on ARM production, it will hurt TSMC.
nicoburns 6y ago
The chips might be mostly produced in Taiwan, but they are mostly assembled into products in China. If China banned use of ARM chips in products that would disrupt basically the entire smartphone supply chain. Of course, this would greatly harm China too. But they can still use the threat of doing without actually doing it.
- adventured 6y ago
  The majority of Samsung's phones are made outside of China (eg their huge presence in Vietnam). It can obviously be done and done affordably. Samsung wouldn't do that just for fun. If Samsung can move their assembly out of China, so can Apple.
  - nicoburns 6y ago
    I'm sure Apple could, but not overnight. I'd imagine it would take them at least a year. Which would make for a pretty major disruption.
  - ayewo 6y ago
    Don’t forget that Apple is slowly ramping up its manufacturing presence in India, in addition to Vietnam mentioned by another comment, to further mitigate its over reliance on China. https://indianexpress.com/article/explained/apple-india-manufacturing-plants-iphone-prices-6568906/ https://indianexpress.com/article/explained/apple-india-manu...
    - dirtyid 6y ago
      This is more spreading out final assembly to dodge tariffs, both US and Indian. Losing out on assembly is minor compared to moving up component value chain. Queue meme about China making $8 per iPhone 3G (3% of cost). It grew to $100 for iPhone X (25% of cost). Reliance is growing. Samsung's somewhat exceptional in that they have a lot of domestic high end component manufacturing. But even they've been increasing Chinese manufacturing via ODMs for lower end models while media was talking about their move to Vietnam. I think their high end models still sources ~30% from China.

That’s a complicated geopolitical question. SMIC produces lots of chips. But if China tries to clamp down on ARM production, it will hurt TSMC.

nicoburns 6y ago

The chips might be mostly produced in Taiwan, but they are mostly assembled into products in China. If China banned use of ARM chips in products that would disrupt basically the entire smartphone supply chain. Of course, this would greatly harm China too. But they can still use the threat of doing without actually doing it.

adventured 6y ago
The majority of Samsung's phones are made outside of China (eg their huge presence in Vietnam). It can obviously be done and done affordably. Samsung wouldn't do that just for fun. If Samsung can move their assembly out of China, so can Apple.
- nicoburns 6y ago
  I'm sure Apple could, but not overnight. I'd imagine it would take them at least a year. Which would make for a pretty major disruption.
- ayewo 6y ago
  Don’t forget that Apple is slowly ramping up its manufacturing presence in India, in addition to Vietnam mentioned by another comment, to further mitigate its over reliance on China. https://indianexpress.com/article/explained/apple-india-manufacturing-plants-iphone-prices-6568906/ https://indianexpress.com/article/explained/apple-india-manu...
  - dirtyid 6y ago
    This is more spreading out final assembly to dodge tariffs, both US and Indian. Losing out on assembly is minor compared to moving up component value chain. Queue meme about China making $8 per iPhone 3G (3% of cost). It grew to $100 for iPhone X (25% of cost). Reliance is growing. Samsung's somewhat exceptional in that they have a lot of domestic high end component manufacturing. But even they've been increasing Chinese manufacturing via ODMs for lower end models while media was talking about their move to Vietnam. I think their high end models still sources ~30% from China.