3 ms·
I actually think the scale is the issue. It is just SO many phones and then subsequently, SO many parts. Without dropping any velocity in their ability to ship
by darkwizard42 4y ago
I actually think the scale is the issue. It is just SO many phones and then subsequently, SO many parts. Without dropping any velocity in their ability to ship phones rebuilding a massive setup like what they have access to in China is not even limited by the money (probably by the technical know how)
- gowings97 4y agoAutomotive bill of materials are far more extensive and requirement heavy (physical space/warehousing, subassembly integration and part sequencing, double checking firmware/electronic systems as the vehicle comes down the line) compared to consumer electronics. Yes, TSMC 4nm is more complex from an electronics standpoint. But from a supply chain process standpoint, automotive is way more complex. All of the best consumer electronic manufacturing sequencing and tooling is in China though, hence the problem we have today. Tim Cook is a supply chain guy though, so I'm curious how he will approach and solve this problem.