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If you look at the iPhone, China's contribution is basically only final assembly. The parts that are being assembled actually come from US/Japan/Korea/Taiwan -
by NovemberWhiskey 4y ago
If you look at the iPhone, China's contribution is basically only final assembly. The parts that are being assembled actually come from US/Japan/Korea/Taiwan - so it's not quite as straightforward as it seems.
- dirtyid 4y agoPRC went from capturing $8 in final assembly fees on iphone3s to ~$100 / ~25% of BOM cost of iPhone X. More highend PRC components are making their way as well (hence YMTC about to get boot). PRC is also like 1/3 of semi market (400B), that's a lot of western semi R&D that industrial policy like 52B CHIPs act spread over multiple years isn't close to replacing.