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> The western world can't. I'm not sure if you've been paying attention, but supply chains have been moving to Vietnam/Malaysia/Indonesia/India/Mexico for the

> The western world can't. I'm not sure if you've been paying attention, but supply chains have been moving to Vietnam/Malaysia/Indonesia/India/Mexico for the last few years, and the trend is only increasing. There's literally a growing military alliance (US, India, Australia, Japan) against China right now. Also not to mention other countries (Japan, South Korea, Taiwan, US) actively incentivizing their companies to onshore or move out of China. And because South China Sea is crucial to the growth of SE Asian economies, now France/UK/Germany along with Japan/US have warships sailing there to stop China's expansion. So yes, the western world can.

nomel 6y ago
It appears that Apple is part of that trend: https://www.reuters.com/article/us-foxconn-vietnam-apple-exclusive/exclusive-foxconn-to-shift-some-apple-production-to-vietnam-to-minimise-china-risk-idUSKBN2860VN https://www.reuters.com/article/us-foxconn-vietnam-apple-exc...
- jonathannat 6y ago
  Incomplete list of companies moving out of China. Adidas & Lacoste: https://www.glossy.co/fashion/lacoste-and-adidas-pledge-to-cut-forced-uighur-labor-from-supply-chain/ https://www.glossy.co/fashion/lacoste-and-adidas-pledge-to-c... Nike: https://www.gq.com/story/nike-adidas-shifting-production-asia https://www.gq.com/story/nike-adidas-shifting-production-asi... Hasbro: https://www.cnbc.com/2019/07/23/hasbro-to-cut-china-production-of-its-toys-looks-to-india-and-vietnam.html https://www.cnbc.com/2019/07/23/hasbro-to-cut-china-producti... Samsung: https://www.reuters.com/article/us-samsung-elec-china/samsung-ends-mobile-phone-production-in-china-idUSKBN1WH0LR https://www.reuters.com/article/us-samsung-elec-china/samsun... GoPro: https://www.cnbc.com/2018/12/10/gopro-is-moving-camera-production-out-of-china-over-tariff-concerns.html https://www.cnbc.com/2018/12/10/gopro-is-moving-camera-produ... LG Electronics: http://www.businesskorea.co.kr/news/articleView.html?idxno=51020 http://www.businesskorea.co.kr/news/articleView.html?idxno=5... Sharp: https://9to5mac.com/2019/08/02/out-of-china/ https://9to5mac.com/2019/08/02/out-of-china/ Hyundai: https://tfipost.com/2020/04/big-hyundai-steel-and-several-other-south-korean-majors-are-all-set-to-shut-china-factories-and-move-to-india/ https://tfipost.com/2020/04/big-hyundai-steel-and-several-ot... Nintendo: https://www.usatoday.com/story/tech/gaming/2019/07/09/nintendo-tariffs-not-behind-moving-some-switch-production-china/1683130001/ https://www.usatoday.com/story/tech/gaming/2019/07/09/ninten...
fossuser 6y ago
Agreed - I suspect Apple (and others) are doing this as fast as they can to de-risk. They can't blow up their existing relationships in the mean time, but they can blow them up once they have another option in place. At the very least, they'll have more leverage in negotiation.

nomel 6y ago

It appears that Apple is part of that trend: https://www.reuters.com/article/us-foxconn-vietnam-apple-exclusive/exclusive-foxconn-to-shift-some-apple-production-to-vietnam-to-minimise-china-risk-idUSKBN2860VN https://www.reuters.com/article/us-foxconn-vietnam-apple-exc...

jonathannat 6y ago
Incomplete list of companies moving out of China. Adidas & Lacoste: https://www.glossy.co/fashion/lacoste-and-adidas-pledge-to-cut-forced-uighur-labor-from-supply-chain/ https://www.glossy.co/fashion/lacoste-and-adidas-pledge-to-c... Nike: https://www.gq.com/story/nike-adidas-shifting-production-asia https://www.gq.com/story/nike-adidas-shifting-production-asi... Hasbro: https://www.cnbc.com/2019/07/23/hasbro-to-cut-china-production-of-its-toys-looks-to-india-and-vietnam.html https://www.cnbc.com/2019/07/23/hasbro-to-cut-china-producti... Samsung: https://www.reuters.com/article/us-samsung-elec-china/samsung-ends-mobile-phone-production-in-china-idUSKBN1WH0LR https://www.reuters.com/article/us-samsung-elec-china/samsun... GoPro: https://www.cnbc.com/2018/12/10/gopro-is-moving-camera-production-out-of-china-over-tariff-concerns.html https://www.cnbc.com/2018/12/10/gopro-is-moving-camera-produ... LG Electronics: http://www.businesskorea.co.kr/news/articleView.html?idxno=51020 http://www.businesskorea.co.kr/news/articleView.html?idxno=5... Sharp: https://9to5mac.com/2019/08/02/out-of-china/ https://9to5mac.com/2019/08/02/out-of-china/ Hyundai: https://tfipost.com/2020/04/big-hyundai-steel-and-several-other-south-korean-majors-are-all-set-to-shut-china-factories-and-move-to-india/ https://tfipost.com/2020/04/big-hyundai-steel-and-several-ot... Nintendo: https://www.usatoday.com/story/tech/gaming/2019/07/09/nintendo-tariffs-not-behind-moving-some-switch-production-china/1683130001/ https://www.usatoday.com/story/tech/gaming/2019/07/09/ninten...

fossuser 6y ago

Agreed - I suspect Apple (and others) are doing this as fast as they can to de-risk. They can't blow up their existing relationships in the mean time, but they can blow them up once they have another option in place. At the very least, they'll have more leverage in negotiation.