Apple CEO Tim Cook on "low manufacturing wage" in China

[ChineseTiger1986]

That’s expected if China the only market. Big countries always have a potential to blackmail.

China's chip market accounts more than 50% in the world.

China Accelerates Foundry, Power Semi Efforts

Massive expansion campaign targets wide variety of chips, but export controls limit growth at leading edge.

semiengineering.com

Do you truly believe any business can survive after losing more than half of its share of market?

This means that the Chinese semiconductor will capture more than 50% of the world market, and will have more profit for continuing more research & development.

In the meantime, most western semiconductor companies will simply cease to exist.

 

[Viet]

China's chip market accounts more than 50% in the world.

China Accelerates Foundry, Power Semi Efforts

Massive expansion campaign targets wide variety of chips, but export controls limit growth at leading edge.

semiengineering.com

Do you truly believe any business can survive after losing more than half of its share of market?

This means that the Chinese semiconductor will capture more than 50% of the world market, and will have more profit for continuing more research & development.

In the meantime, most western semiconductor companies will simply cease to exist.

They will survive if they shift production, manufacturing to Vietnam or ASEAN. Domestic consumption in ASEAN will compensate the loss of Chinese market.

Chinese exports make up 1/3 from US origins, 1/3 from the EU, Japan, Korea, etc.
Just 1/3 from Chinese manufacturers.
If 2/3 go to Vietnam, ASEAN or Mexico then Ccp has a problem.
There is no way for Ccp to compensate 2/3 of Chinese exports. Good luck for China youths to find a job.

 

[Song Hong]

US is like a rich bully and lazy pig in class who due to rich background manage to ace in class of poor classmate. One day, poor hardworking and smart Huawei manage to beat US in exams.

US fumes and ask the school to fire Huawei.

Dono why so many people is still supporting USA.

 

[ChineseTiger1986]

They will survive if they shift production, manufacturing to Vietnam or ASEAN. Domestic consumption in ASEAN will compensate the loss of Chinese market.

Chinese exports make up 1/3 from US origins, 1/3 from the EU, Japan, Korea, etc.
Just 1/3 from Chinese manufacturers.
If 2/3 go to Vietnam, ASEAN or Mexico then Ccp has a problem.
There is no way for Ccp to compensate 2/3 of Chinese exports. Good luck for China youths to find a job.

Have you seen the latest iPhone 15?

It just failed spectacularly when they wanted to shift it from China to India.

China's main supply chain now will only serve for its domestic companies like Huawei and others.

Vietnam even with its max limit would still have less than 1/10 of China's potential. In the meantime, you depend on China for electricity supply.

India is a lost cause, and Vietnam is too small.

The US cannot find a second China to be its sweatshop unfortunately.

Without China, they will lose all the supply chain.

 

[Viet]

Have you seen the latest iPhone 15?

It just failed spectacularly when they wanted to shift it from China to India.

China's main supply chain now will only serve for its domestic companies like Huawei and others.

Vietnam even with its max limit would still have less than 1/10 of China's potential. In the meantime, you depend on China for electricity supply.

India is a lost cause, and Vietnam is too small.

The US cannot find a second China to be its sweatshop unfortunately.

Without China, they will lose all the supply chain.

Ah let’s wait. Too early to tell. Most iPhones for exports are made in China not India. You can blame yourself. By the way in case you missed the news. The US, the west pursuit a strategy of less Russia, less China or they call triple de’s. De-risk, de-couple, de-globalization.

The west will continue to buy Russia minerals but less than in the past. The west will invest in China but less than previously. More money, technology will go to friends like Vietnam, India, Mexico instead. At one day the west can withstand a total trade war with Russia, China.

 

[etylo]

Ah let’s wait. Too early to tell. Most iPhones for exports are made in China not India. You can blame yourself. By the way in case you missed the news. The US, the west pursuit a strategy of less Russia, less China or they call triple de’s. De-risk, de-couple, de-globalization.

The west will continue to buy Russia minerals but less than in the past. The west will invest in China but less than previously. More money, technology will go to friends like Vietnam, India, Mexico instead. At one day the west can withstand a total trade war with Russia, China.

Keep your delusional dream alive that your homeland and the la la land will be great powers in the near future. Good luck.

China’s Factory Floor Is Moving—But Not to India or Mexico

Companies seeking alternatives to China are finding the country’s vast interior still holds big advantages.

www.wsj.com

And not much to Vietnam either.

 

[nahtanbob]

China's chip market accounts more than 50% in the world.

Does that include chips for iPhones and dell computers ?

 

[ChineseTiger1986]

Ah let’s wait. Too early to tell. Most iPhones for exports are made in China not India. You can blame yourself. By the way in case you missed the news. The US, the west pursuit a strategy of less Russia, less China or they call triple de’s. De-risk, de-couple, de-globalization.

The west will continue to buy Russia minerals but less than in the past. The west will invest in China but less than previously. More money, technology will go to friends like Vietnam, India, Mexico instead. At one day the west can withstand a total trade war with Russia, China.

Russia is selling most of its natural resources to China, and it will only strengthen China’s position as the world manufacturing hub.

And we have too many tentacles in the world. Even the supply chain in Vietnam and others are mostly running by Chinese companies. Thus, you cannot shun us within this planet.

For example, in last year, our shipping building industry was over 50％ of the world, and this year gonna be over 80％. So how our manufacturing is declining when we even manage to grab more market share than before？

That’s why China right now is a little bit reluctant to let RMB to appreciate back to below 7, because it is so nice to become 50％ of the global manufacturing based on USD, but de facto close to 90％ based on quantity. We are even more powerful than the WWII US as the world manufacturing hub, and basically we will rule the industrial output of this planet for the remaining 21th century when our semiconductor will soon flow around the world market, our jetliner C929 has become dominating the aerospace industry in 2030. So basically we are only few steps away to become the undisputed overlord.

China is also so brilliant to control the world supply chain with its ubiquitous tentacles without breaking the rules and against the will of the free market like the US did with its stupid executive order.

Yes, Vietnam and others will in fact remain as a subset of our global supply chain.

 

[ChineseTiger1986]

Does that include chips for iPhones and dell computers ?

Dell will soon become a lost cause without China.

As for Apple, well keep enjoying your Made in India iPhone.

 

[nahtanbob]

Dell will soon become a lost cause without China.

As for Apple, well keep enjoying your Made in India iPhone.

Right now does that include chips for iPhones and dell computers ?

 

[ChineseTiger1986]

Right now does that include chips for iPhones and dell computers ?

Does this really matter？

Right now China is in a sweetspot to engulf the global market with its mass produced 7nm/5nm chips.

And your intelligence still hasn’t figured out how we manage to do that.

Even to ban SMIC to access the DUV machines won’t work.

I think CIA’s last resort is to assassinate or to kidnap Huawei officials if they will ever again decide to travel abroard.

 

[Kaniska]

And you greedy Apple US takes almost 70% of the total profits of all the Iphones manufactured in China, China only makes a small margin of profit less than 10%. Something has to change.

I agree with you. Western nations just use Asian countries to produce and keep maximum profits to themselves. In a way,they are reaping the benifits of luxury life style at the expense of hard work other nations.

 

[nahtanbob]

Does this really matter？

Right now China is in a sweetspot to engulf the global market with its mass produced 7nm/5nm chips.

You made the claim that China is the market for 50% of the world semiconductors
Are you going to tell Dell or Apple whose chips they have to choose ?

Quit farting as you though control the semiconductor market. You don't

 

[Viet]

Russia is selling most of its natural resources to China, and it will only strengthen China’s position as the world manufacturing hub.

And we have too many tentacles in the world. Even the supply chain in Vietnam and others are mostly running by Chinese companies. Thus, you cannot shun us within this planet.

For example, in last year, our shipping building industry was over 50％ of the world, and this year gonna be over 80％. So how our manufacturing is declining when we even manage to grab more market share than before？

That’s why China right now is a little bit reluctant to let RMB to appreciate back to below 7, because it is so nice to become 50％ of the global manufacturing based on USD, but de facto close to 90％ based on quantity. We are even more powerful than the WWII US as the world manufacturing hub, and basically we will rule the industrial output of this planet for the remaining 21th century when our semiconductor will soon flow around the world market, our jetliner C929 has become dominating the aerospace industry in 2030. So basically we are only few steps away to become the undisputed overlord.

China is also so brilliant to control the world supply chain with its ubiquitous tentacles without breaking the rules and against the will of the free market like the US did with its stupid executive order.

Yes, Vietnam and others will in fact remain as a subset of our global supply chain.

That’s now what you say. However you don’t know what in 5y the world will look like. I tell you. Russia is finished. That won’t change in 5y. Russia is finished in 5y. China now is the winner. But in 5y if the west moves 2/3 of exports out of China then good luck. Think of triple de’s.

 

[ChineseTiger1986]

You made the claim that China is the market for 50% of the world semiconductors
Are you going to tell Dell or Apple whose chips they have to choose ?

Quit farting as you though control the semiconductor market. You don't

We always used to import 400 billion dollar chips annually before becoming self-sufficient.

‘An Act of War’: Inside America’s Silicon Blockade Against China

The Biden administration thinks it can preserve America’s technological primacy by cutting China off from advanced computer chips. Could the plan backfire?

www.nytimes.com

Now, no western semiconductor companies will earn as much of profit like it did before.

China's manufacturing base is still expanding, and our chip market is still going to expand.

But most profit will go to the Chinese semiconductor companies instead.

That’s now what you say. However you don’t know what in 5y the world will look like. I tell you. Russia is finished. That won’t change in 5y. Russia is finished in 5y. China now is the winner. But in 5y if the west moves 2/3 of exports out of China then good luck. Think of triple de’s.

Russia is far from being finished.

And our manufacturing base is still expanding with huge strides.

We have decoupled with the US technologies before they can decouple with our supply chain.

Within 5 years, China will still firmly grip on 90% of the world production capacity.