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Shenzhen would have happened regardless just that it would have started later. The very latest timeframe would be 1991-1992 when a huge number of Soviet experts fled and likely would have been scooped up to kickstart the industry.
Wow I didn't realize there are only 8 sizable smartphone companies left in China. Talk about consolidation!
And on a worldwide basis I can only think of Sony, Nokia, ASUS, and Google with their Pixel, so that's 12 left?
I don't see the logic behind this.
There will always be someone/some group in surrounding countries like Vietnam/Kazakhstan/etc. willing to smuggle products at a high enough X% markup. They don't care about any consequences because even a few dozen smuggling runs would be enough to retire very...
This discussion is pretty interesting and highlights the fundamental contradiction in the whole story behind the geopolitics.
Supposedly American companies are staffed by the best of the best, absolute world-beaters participating in a reasonably free market capitalistic society, etc., but then...
SMIC 'N+2 7nm' according to TechInsights Ottawa team: https://www.techinsights.com/blog/techinsights-confirming-smic-n2-7nm-huawei-mate-60-pro
So it appears they've caught up to the state-of-the-art in 2018 at least.
Raw gallium supply doesn't seem possible to second source in the short-medium timeframe. Processing is spread across the world from what I understand but they practically all completely rely on the Chinese supply of raw gallium.
I'm not sure if it would take 15 years to replace like another...
Well clearly not with this news. Plus, leaning to one side or another in various spheres of activity for tactical advantages doesn't demonstrate commitment, but the opposite, a strategic neutrality.
I'm not surprised Seoul refrained from picking a side, they would have everything to lose and very little to gain by committing to either.
What's more surprising is that some folks in D.C. saw the need to announce the request publicly, thus forcing a public response that shows the US in a...
I'm increasingly convinced every large company that entered China signed these kind of agreements.
Though in this case Apple earned almost as much in sales ~$249 billion according to the article you linked. Plus they got the political advantage of a nominally socialist government looking the...
The complexity of final assembly has greatly been reduced over the years, due to the ever increasing amount of integration in the design, leaving much less room to negotiate for sizable profit margins.
So Foxconn likely couldn't put in a competitive bid that's still profitable for mainland...
Is 'Korea JoongAng Daily' a reliable source?
Because this:
> Samsung Electronics initially expected to spend $17 billion on the construction of the Taylor, Texas plant, but industry sources expect costs to snowball by $8 billion to $10 billion.
would be an incredible cost overrun if true.
It's hard to say, there are so many hundreds of confounding, interlinked, variables that it's difficult to imagine anyone could have reliable numbers. It's more likely to be primarily an emotional decision.
