Inside Apple’s and Samsung’s Supply Chain Shift Away From China | WSJ
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Published 2023-05-30
WSJ takes an inside look at the strategies behind Apple and Samsung’s manufacturing moves from China amid shifting global supply chains.
0:00 Tech companies diversifying operations
0:38 Why Apple and Samsung are moving
3:08 Vietnam and India strategies
5:36 Supply-chain shifts
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All Comments (21)
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It’s good to diversify productivity stations. I think it’s a forward thinking mentality. Hopefully prices can still remain cheap and inflation is not a major problem.
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This is likely the start of how global manufacturing works. That is, in about 20 years, when India and Vietnam no longer have very cheap labor and no longer have a need for large scale manufacturing, these companies are going to find other countries. Then, more countries, And on and on.
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Retiring in 20 years? Due to inflation, you may need upwards of $2.6 million to maintain your existing lifestyle, with the ongoing effects of high inflation, lower forecasted stock market returns, and stagnant wages, achieving a secure early retirement could be more challenging than ever before
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The iMac I bought last week says it was made in Thailand. Was surprised to see that.
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Great reporting and just the beginning.
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There's no mention in this video about another major reason why foreign companies getting out of china, namely it's increasingly militarily aggressive buildup and tone, talk of war with America and invading Taiwan. Who'd have thought that harassing and threatening your business partners would result with them leaving to do business elsewhere? Duh ...
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Two main reasons, 1) their cheap labor is no more 2) everyone expected a globalized China to be more transparent and liberal but the exact opposite is happening
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Due to the strong demand to Chinese local brands, almost nobody buying Samsung in China, sales volume of Samsung phones is really low, there's no reason for it to stay in China.
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Good.
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Great news for India
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Samsung is the largest investors in Vietnam. Vietnam politics is stable and reliable compare to China. Many young Vietnamese are learning Koreans and Japanese because they see a stronger business relationship in the future.
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That is a smart move, since the trade war, people in China are starting to support their local brands, both Samsung and Apple has been losing their market share in China, so it is reasonable for these 2 companies to move production else where and just focus selling their products on western markets.
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I hope they are also developing recycling capabilities at these locations. If not, that should be a priority and would provide additional diversification.
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This is a very good video. It shows why companies must diversify in order to survive, while not pulling out . Its not really human rights but governments policies, high taxes and labor shortages are just a few reasons why companies must source from many other places and find the possible route to lower costs and earn a profit. Samsung and Apple made some smart choices
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Brand, chip market competition is changing the supply chain game as well...
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" thats a very good & very wise move "!
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great job dragging out a headline into a full blown 6 minute, while sounding serious. BSing those essays in college was spot-on preparation for this job.
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Vietnam welcome you ❤
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This is common knowledge at this point. This video should have come out 2 years ago or more.
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this is a must
