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I am using an Arduino as a simple example. Anyone can look-up the components used to make one, go through the exercise of sourcing them and gain an understandi
by robomartin 6y ago
I am using an Arduino as a simple example. Anyone can look-up the components used to make one, go through the exercise of sourcing them and gain an understanding of supply chain realities in this way.
Generally speaking, products with greater complexity illustrate this problem far better. The problem is it would be impossible for the a reader on HN to dig into this reality due to not having access to the bill of materials, etc.
I have never said I am pushing for a 100% localized supply chain. That would be preposterous. Silly. However, the reality we navigate today isn't good at all. Last year showed the world what can happen.
China is nearly at a 100% single-source position. This varies from industry to industry. And, of course, they are not saying "we have enough, let's stop here", they are laser-focused on bringing in as much business as possible and will absorb as much of the supply chain as possible.
What they have done is admirable and nothing less than remarkable. I don't fault or hate them for it. They work hard and deliver results. They deserve to be where they are.