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Regarding component shortages: 'Quoting the words of a factory head we work with: “I haven’t seen anything like this in the 15 years that I’ve been in the busi
by geerlingguy 6y ago
Regarding component shortages:
'Quoting the words of a factory head we work with: “I haven’t seen anything like this in the 15 years that I’ve been in the business.”'
When will we get back to a status quo, or is "2+ years unless you're a multi-billion-dollar company" the new status quo for sourcing things now?
- cogman10 6y agoUnless something significant changes, I think 2+ years is looking a lot more like the status quo. The problem is that fabrication plants are hella expensive to tool. That's why there are so few companies worldwide that can participate.
- simonbarker87 6y agoI remember starting to have trouble placing seasonal orders for dc power supplies 4 years ago - this isn’t going away anytime soon. There is an opportunity here for someone/some group with deeeeeep pockets and some vision. Unlike a risky biotech, you know the tech is good and the market is there, this is a supply problem (all the way down to mining).
- dwiel 6y agoSo this didn't used to be a problem but now it's a problem that only someone with deep pockets and vision can take on? What happened? Genuinely curious.
- bluGill 6y agoDemand went up to more than existing factories can make. It takes deep pockets to build a factory. I don't know if it is a good business though. It's is hard to be sure if demand is high enough to support a factory or if you get a dozen orders and then demand is met.
- darig 6y agoLicensing the patents will cost far more than any buildings or physical tooling.
- chubs 6y agoI wonder if this could be the thing that drives on-shoring in the west.
- adfm 6y agoConsidering current demand and lights-out automation, I wouldn't be surprised this becomes more of a thing. Apple's not going to do it, but something like Pine64 or similar will beat them to the punch.
- deleted 6y ago[deleted]
- bigiain 6y agoSomeone like Pine64 will make it work, then Apple will "invent" it and add another trillion in market cap for doings do... /s
- mbreese 6y agoWe’ve been hearing about Chip shortages for awhile now, but this was the first first-party explanation I’ve seen. I think these monthly updates really helps to add some inside perspective on hardware manufacturing. Even if you don’t buy Pine64 products, these are super interesting to read.
- jay_kyburz 6y agoJust wait to the cold war with China really gets started and you can't buy anything from there at all!