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huh? Samsung is the Android market...made in Vietnam afaik they exited China manufacturing completely in 2019

by newaccount2021 4y ago

gjsman-1000 4y ago
If there was a skirmish, Vietnam is just south of China, is communist just like China, and would likely find themselves quickly aligned with China over the US. So much so they may as well be the same level of risk.
- skhr0680 4y ago
  Vietnam is one of the most anti-China countries
  - gjsman-1000 4y ago
    Citation needed. Also my point remains unchanged that Vietnam would probably get in line in a skirmish, regardless of how they feel.
    - Lio 4y ago
      China and Vietnam fought a war in 1979 and several border skirmishes during the 1980s. Right now China is claiming control of some of Vietnam's coastal waters including the sinking of Vietnamese fishing vessels, so there are ongoing disputes between the two countries. Previously Vietnam partnered with the USSR against China. Now that Putin is Xi's closest ally (or wants to be seen that way) Vietnam could well be looking for new allies. https://en.wikipedia.org/wiki/China%E2%80%93Vietnam_relations https://en.wikipedia.org/wiki/China%E2%80%93Vietnam_relation...
      - dirtyid 4y ago
        Vietnam has "Three No's" defense policy that will preclude any substantial anti-PRC alignment. There's some wiggle room to posture / hedge with US for theatre in new white paper, but nothing major because the "Three No's" were specifically drafted in 98 after normalizing relations with PRC with appeasement in mind. The war and subsequent border skirmishes thoroughly deindustrialized North manufacturing and set back VN development for decades. VN could have gotten on the export-driven gravy train much earlier, instead it went to PRC. There's very little chance VN will embrace western alliances on tier of PRC/RU "comprehensive strategic partnership" because PRC build up a lot of leverage over the years, including funding (frequently owning) a lot of the supply chains in VN, and via control of hydropower/water/agri resources by influencing upper Mekong Laos. Both Trump/Biden admin have tried to court Vietnam somewhat informed by spurious sentiment that "Vietnamese public hate Chinese, therefore they must be onboard", but went nowhere. TLDR is PRC has a lot of existential leverage over VN, which provides leverage over SKR ontop of existing SKR economic leverage.
fomine3 4y ago
Yeah. Also Samsung Semiconductor is the only alternative option for smartphone highend SoC not manufactured in Taiwan/PRC.
dirtyid 4y ago
Samsung farmed 20%/60M units of low end units back to PRC ODMs in 2020 with plans to ramp up % before covid. IIRC there was a BOM break down of Vietnamese made Samsung phones where ~40+% of the components (not by value) were from PRC suppliers and ~25% from SKR. The reality is both SKR and VN are heavily dependant on PRC supply chains and a lot of the supply chains in VN are setup by PRC money.

huh? Samsung is the Android market...made in Vietnam afaik they exited China manufacturing completely in 2019

If there was a skirmish, Vietnam is just south of China, is communist just like China, and would likely find themselves quickly aligned with China over the US. So much so they may as well be the same level of risk.

skhr0680 4y ago
Vietnam is one of the most anti-China countries
- gjsman-1000 4y ago
  Citation needed. Also my point remains unchanged that Vietnam would probably get in line in a skirmish, regardless of how they feel.
  - Lio 4y ago
    China and Vietnam fought a war in 1979 and several border skirmishes during the 1980s. Right now China is claiming control of some of Vietnam's coastal waters including the sinking of Vietnamese fishing vessels, so there are ongoing disputes between the two countries. Previously Vietnam partnered with the USSR against China. Now that Putin is Xi's closest ally (or wants to be seen that way) Vietnam could well be looking for new allies. https://en.wikipedia.org/wiki/China%E2%80%93Vietnam_relations https://en.wikipedia.org/wiki/China%E2%80%93Vietnam_relation...
    - dirtyid 4y ago
      Vietnam has "Three No's" defense policy that will preclude any substantial anti-PRC alignment. There's some wiggle room to posture / hedge with US for theatre in new white paper, but nothing major because the "Three No's" were specifically drafted in 98 after normalizing relations with PRC with appeasement in mind. The war and subsequent border skirmishes thoroughly deindustrialized North manufacturing and set back VN development for decades. VN could have gotten on the export-driven gravy train much earlier, instead it went to PRC. There's very little chance VN will embrace western alliances on tier of PRC/RU "comprehensive strategic partnership" because PRC build up a lot of leverage over the years, including funding (frequently owning) a lot of the supply chains in VN, and via control of hydropower/water/agri resources by influencing upper Mekong Laos. Both Trump/Biden admin have tried to court Vietnam somewhat informed by spurious sentiment that "Vietnamese public hate Chinese, therefore they must be onboard", but went nowhere. TLDR is PRC has a lot of existential leverage over VN, which provides leverage over SKR ontop of existing SKR economic leverage.

fomine3 4y ago

Yeah. Also Samsung Semiconductor is the only alternative option for smartphone highend SoC not manufactured in Taiwan/PRC.

dirtyid 4y ago

Samsung farmed 20%/60M units of low end units back to PRC ODMs in 2020 with plans to ramp up % before covid. IIRC there was a BOM break down of Vietnamese made Samsung phones where ~40+% of the components (not by value) were from PRC suppliers and ~25% from SKR. The reality is both SKR and VN are heavily dependant on PRC supply chains and a lot of the supply chains in VN are setup by PRC money.