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I think the important thing, is whether this is e2e manufacturing or just assembly. I mean if you can repair a phone yourself, you've got the skills to assembl
by goldcd 4y ago
I think the important thing, is whether this is e2e manufacturing or just assembly.
I mean if you can repair a phone yourself, you've got the skills to assemble a new one. What China has and what I guess India really needs, is the massive technical and logistics pyramid that the final assembly sits on.
Assembly is simply tariff avoidance - and maybe a nice puff-piece for politicians.
- onlyrealcuzzo 4y agoMy understanding is that most of the important parts - the camera sensors, SOC, and memory are made mainly in Taiwan, Japan, and South Korea. Is this incorrect?
- throwaway4good 4y agohttps://vdata.nikkei.com/en/newsgraphics/iphone-teardown/ https://vdata.nikkei.com/en/newsgraphics/iphone-teardown/ The components are from all over the world. Though China’s share is rising in particular with the inclusion of displays by BOE.