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Neither chip or display manufacturing is driven by labor cost. China has, or had, no advantage here whatsoever -- other than the gov't subsidies and Apple, a
by tooltalk 5y ago
Neither chip or display manufacturing is driven by labor cost. China has, or had, no advantage here whatsoever -- other than the gov't subsidies and Apple, a large American investor and guaranteed buyer/customer.
The display industry was previously dominated by Japan; then is by South Korea. Both countries are close US allies -- or America's "lapdogs" if you prefer. The mobile OLED as we know today is mostly Samsung's achievement -- they were the first to successfully develop, commercialize and mass-produce with large market share, both as producer (95+%) and consumer (95+%) until a few years ago.
- xadhominemx 5y agoChip manufacturing is definitely driven by labor costs. Labor is still a major component of opex and capitalized labor construction costs are a large portion of capex.