Why doesn't Apple make iPhones in the US? Because China will not allow it.

Рет қаралды 40,757

5 ай бұрын

Apple is worth nearly $3 trillion in market cap. If their shares were divided equally among everyone in the US, each American would own over $9,000 worth of Apple shares.
Yet their success is impossible without Chinese low-cost, semi-skilled labor and raw materials sourcing, particularly the rare earth materials and magnets over which China has a monopoly.
Decades of outsourcing production and logistics have resulted in even the richest companies being beholden to China and its total domination of supply chains in almost every critical industry. The future success -- even survival -- of Apple and scores of other brands rests on China's willingness to sell them the key raw materials required to build their products.

Пікірлер: 443

@Inside_China_Business 5 ай бұрын

Thank you for checking out our page. Please Subscribe if you enjoy our content. That is very encouraging to us. Cheers.

@enzoh7763 5 ай бұрын

Cheers to you and your channel. As a old myself, ( I fancy myself as a historian) , The Chinese just follow N Bonaparte, Never interfere when the enemy is in the process . Amerika is a aggressive, bully colonialism country, Pretty much the same as the brits , French, Germans or BELGIAN. - Exploited and thief. - China , thru its history , "hardly" do such , Simply because they have enough of misery and want some contentment. Of course, there are some psychopath who crave dominance & murder millions of his citizens A few is enough to scar the rest to avoid such . - And when a bully empire is on its death throes, they "import" slaves to fight their own battles, That's why the Roman empire fell . That's also happening in you crane. The hard-core psychopath shooting their own people and mercenaries , fleeing from enemy , only to be mow down by these psychopath. History repeat itself , if unlearned . Just like Tucker Carlson, Learning history while doing interview . What a clown , but it's good , People, MORE people know more today than before Tucker interview.

@willengel2458 4 ай бұрын

it took Samsung eight long years to move its production line from China to Viet-Nam.

@willengel2458 3 ай бұрын

from what i heard/watched on a Taiwanese CTIT Station (Closed by DPP). Apple contracted out all the production functions to Foxconn. Foxconn is responsible for organized the work force from assembly line workers to engineers, supply chain to acquire all the parts, chips, etc., and then pay Qualcomm, Intel their royalties. Apple just handed out the contract and doesn't get involved in supply chain issue.

@7ebr830 6 күн бұрын

I wouldn't ever describe 30,000 people as "a village". After four or five thousand, I think you're looking at a town.

@johnniewalker7628 4 ай бұрын

Tim Cook said, "Chinese labour is not the cheapest and we are not in China for this. It's all the engineers that keep the production lines moving"

@Raymond_Lee888 Ай бұрын

Spot on. It is not "Yet their success is impossible without Chinese low-cost, semi-skilled labor...". It's the work force that has gradually upskilled their talents.

@kcng918 Ай бұрын

China outputs science, math and engineering graduates by the millions each year whereas US outputs lawyers, Hollywood actors, Wall Street speculators, etc. Chinese people works long hours, works at furious pace and eats fast, makes personal sacrifices whereas American workers whines and complains, skip work at the slightest reason of family problems, not feeling well and throwing down tools if unhappy about anything.

@glennleedicus 26 күн бұрын

Yeah, cuz they betrayed all the engineers here along with their communities when they stole our ideas, our way of life, and sold it to the lowest bidder.

@falcong6697 5 күн бұрын

As a US manufacturing engineer who works with Chinese counterparts, this is 100% true, their pool of skilled labor is unmatched

@roscoedash6673 3 ай бұрын

“We need to start being honest with ourselves.” Unfortunately, honesty is not the way of life here in America. We much prefer fantasies and lies.

@yaoliang1580 Ай бұрын

US politicians creates the most ridiculous lies n their ignorant public easily buy into all these garbage narratives due to their inability to evaluate the validity of such trash fed to them by their corrupt leaders fake news propaganda

@user-my2bc8cs4d 3 күн бұрын

谎言帝国，每天都在制造新名词

@Africanchild825 2 күн бұрын

True.America loves lies.

@roegoleg 4 ай бұрын

In the end, it’s the Chinese people. Pragmatic, dedicated, and goal oriented, regardless of the challenges and obstacles. You wake up and get on with it, no excuses. It’s been this way for thousands of years and will continue to be regardless of the shots levelled against her.

@raymondnoel6053 Ай бұрын

and government stability (no policy change after every election) and also you can't be competitive if you move a fabric without moving the entire supply chain (factories making parts for you and other fabrics); to move one fabric and stay competitive you have to move 300

@badimpulses17 5 ай бұрын

China plays Chess. USA plays Chrckers. EU plays Tic Tac Toe.

@foodparadise5792 5 ай бұрын

No, China plays Go...Different mind set all together. We don't push our competitor into a corner because smart people know what you'll get next. US has a long tradition of pushing countries into a corner, look at what a mess today.

@michaelngan99 5 ай бұрын

China plays WeiChi or Go.

@tat3179 5 ай бұрын

As the guy above said, China plays Go, a game of long term strategic planning and patience for things to come to fruition. The US plays Chess, where it uses its raw military and financial might to bomb and sanction its opponents to submission. The EU just watches and hopes that the US wins its matches

@dmitry5233 5 ай бұрын

Let me correct that. China plays go(coz they're very patient); Russia plays chess (coz they're very smart and knows what they're doing); the US and E.U. plays checkers(coz they're dumb and incompetent)@@tat3179

@Raytracer96024 5 ай бұрын

@@tat3179 ameriKKKans dont know how to play chess

@labandonaldhock80 3 ай бұрын

I want to sincerely thank you for these videos with real information about China. My niece taught English there for ten years and loved it and the people. We are sick of Bloomberg bashing China. Thank you!!

@cottagegymfun Ай бұрын

Michael Bloomberg is a tool.

@ianmontgomery7534 Ай бұрын

I remember when I lived and worked there the scale of some of the factories was breathtaking - an electronic factory with 32 surface mount lines! I spent over four years there and loved it.

@greatwhitenorthcanada9600 5 ай бұрын

After seeing companies move to Mexico , both telecommunications and washing machines, you can see the difference. The Mexican government cannot offer the same level of stabilities, and the workpool is of lower quality. 10 years after whirlpool moved, check the quality. It isn't there. Short term profit instead of long term profitability. The car manufactures have the same problem with assembly of rear ends, and things that require a skilled worker, not just a body. I have not yet met a Chinese worker who didn't have a great education, or was willing to learn a new skill. I can't say that to some Americans I had to train. I'm sure culture plays a large part in that, but we in the US just don't seem to embrace education like they do.

@truezyf 5 ай бұрын

how american kids call those smart students in school? -- NERD how chinese kids call them? -- good students

@10lauset 4 ай бұрын

China has always had a reverance and demand for education and put its efforts towards education and its free availability for all its people.

@Newlinjim 3 ай бұрын

America has become a culture of victim mentality enabled by its government policy.

@ramonching7772 3 ай бұрын

Washing machine in Mexico is about national security. 😂😂😂

@donkeykong516 Ай бұрын

By the way production in Mexico are owned by Chinese companies. Mexicans don’t wake suddenly & start making stuff

@walid7885 3 ай бұрын

They don't need to stop selling rare earth. All they need to do is increase the price for use outside of China. Thus making the adversaries non competitive.

@ianmontgomery7534 Ай бұрын

everyone seems to think that rare earths are hard to find - they are not. It is the processing of them that is difficult to do safely.

@lloydguenther6102 3 ай бұрын

There is also a work ethic in China that is almost irreplaceable.

@EGvids1 Ай бұрын

China has the best skilled labor workforce in the world. Imagine lazy American or Indian young adults building these. I guarantee you they would be a lot of manufacturing flaws. Apple would lose consumer trust very fast.

@jeffreystliow 5 ай бұрын

Uncle Sam's goose is cooked. Years of living off printed fiat $$$ is a slow cook. And now, just poke a fork in. It's ready to be served, with APPLE pickle sauce.

@FrankiePo89 5 ай бұрын

Nice one

@winfredcoorengel7203 2 ай бұрын

Spot on 😂😂😂

@enzoh7763 Ай бұрын

Wow ,, using gastronomic terms to describe a economic boondoggle , BRILLIANT ,, wish we got your writing talent.

@PBRStreetgang911 Ай бұрын

Indeed, it's obvious now that the USA global hegemony is over.

@eddylee3826 5 ай бұрын

America, oh America! Always so fixated on war, war, war! It seems like their entire focus, both financially and resource-wise, is directed towards the arms industry. And why wouldn't they? After all, it's a highly lucrative business! They even go to great lengths to create countless enemies, ensuring that the war machine never comes to a halt. It's as if their arms industry thrives on the very notion of killing, death, and suffering, equating it all to money in their pockets. But alas, back home in America, their own people seem to be of little concern to them. It's almost as if war is the only path they know how to tread. Oh, America, you truly have a unique way of doing things!

@deepone5005 4 ай бұрын

Satanic gvt.

@GiorniVenibato 3 ай бұрын

Americans are killing each other with guns in the streets!

@jean-marcducommun8185 3 ай бұрын

It's in the DNA derived from the roots and based on how the great land was founded ... moving in, taking over, bullying, killing ...

@deepone5005 3 ай бұрын

@@jean-marcducommun8185 yeah, since the Viking & Saxon days

@jackyee7511 Ай бұрын

You are the unconscious reincarnation of the previous 10 generations, and if they were thieves, criminals and murderers, what else would you expect?

@hawkkim1974 5 ай бұрын

It isn't just about assembling phones at high US wages. Designing & Developing a product is one thing, and manufacturing the developed product is another. Open up your iPhone and see how many parts are inside your phone. China has all the industrial infrastructures that can make/deliver those parts at cheaper prices. Skilled labor force at cheaper wages is an additional bonus.

@ianmontgomery7534 Ай бұрын

Interesting fact for you. I worked in electronics and I needed a part that I could source from the huge USA companies that sell them or I could get them from my supplier in Shenzhen. I got them from Shenzhen and then worked out that they had come from one of the USA companies so my supplier could buy them from the USA cheaper than i could.

@IA100KPDT 4 ай бұрын

Make no mistake. The next "China" is ..... China.😆

@nightowl7261 3 ай бұрын

India says they are the next China 😂

@shinseiki2015 2 ай бұрын

@@nightowl7261at best they can become number 2 trough massive efforts that they are not doing yet

@jameslum8822 2 ай бұрын

India says a lot of things. Talk is cheap. Btw, India is already a super pooper.😂@@nightowl7261

@enzoh7763 Ай бұрын

@@nightowl7261 , , Ha ha ha. , , The next China is ,, ENDia .

@themiddlekingdom9121 Ай бұрын

@@nightowl7261 Dream on, for the next 100 years, INDIA WILL BE INDIA....never change, India is one the most corrupted governments on the planet earth and their people are not reliable and hard workers at all.

@MsBay129 5 ай бұрын

My friend relocate his factory to China from Malaysia. He explain to me why and how well he is doing

@edwardkon939 4 ай бұрын

The lesson Pegatron learnt from moving its manufacturing facility to India should serve as a warning to those that wish to jump onto the bandwagon.

@tweedy4sg 3 ай бұрын

what happened to the move ?

@JS-ih7lu 3 ай бұрын

⁠@@tweedy4sgThey moved back to China after 4 months

@AnnieT369 3 ай бұрын

@@JS-ih7luLoL 🤣

@mengsiongkheng113 3 ай бұрын

@@tweedy4sgbad idea to move to India. Low education level, corruption, lazy ...

@privacyhelp 5 ай бұрын

american workers are slow, too much talk, they want vacation in the workplace

@hentaioverwhelming 2 ай бұрын

I would argue that American companies have too many pointless/useless meetings that waste everyone's time and suck the motivation out of working towards a goal

@aaga721 2 ай бұрын

Most of the Logistics Couriers in China work from 8am to 9pm... i'm not kidding.

@Soyepita-Pay-lh5eq Ай бұрын

and Americans workers expect to get special recognition and special treatment for intersectional politics instead of merit. No Chinese workers would ever tell their employer that they are special because they are gay or use pronouns!

@gritnltw 5 ай бұрын

Excellent overview. I have been involved in product development between Europe and Asia since 2006 and since then, what you mention was evident for someone who have been lived, worked, related to people in broader E.Asia (especially). Since then, I never looked back to the "West". West in many ways is in a free fall and only recently kind of realized that. Pure hybris. Not juct Chinese, but almost all E.Asian nations are realists, pragmatists and hard-working people. Love them and appreciate them.

@cjfinance3829 2 ай бұрын

Couldn't agree more after 4 lovely years spent in Beijing. East Asia IS now the future. We scandered what our ancestors built for us. Sad.

@mystictraveler8642 5 ай бұрын

China has efficient workers the culture provides. Very good work ethic and apple gets things for free which would not be in the US. Apple and many companies love the cultural practices China has. The price, quality of work and being around the high level sophistication and high tech know-how is just hard to walk away. Apple learns a lot and so does many western companies. This headline is wrong.

@lalatubby4836 5 ай бұрын

i heard that it was APPLE that lobbied the us gov to ban HUAWEI ...

@willengel2458 3 ай бұрын

from what i heard/watched on a Taiwanese TV Station (Closed by DPP). Apple contracted out all the production functions to Foxconn. Foxconn is responsible for organized the work force from assembly line workers to engineers, supply chain to acquire all the parts, chips, etc., and then pay Qualcomm, Intel their royalties. Apple just handed out the contract and doesn't get involved in supply chain issue.

@tohhockann1571 3 ай бұрын

Kevin, your channel is the best by a long shot.

@jhuh1758 4 ай бұрын

That is the best ever analysis I seen in this area

@foodparadise5792 5 ай бұрын

I heard someone said only Confucius cultural sphere can produce Chips (China Taiwan S, Korea, Japan) because the endless over times and night shifts....demanding strong work ethnics and determination.

@deepone5005 4 ай бұрын

Don't they share the same band of Top IQ in the world? So Confucius gv them IQ? Or IQ societies appreciate Confucius?

@aaga721 2 ай бұрын

The IQ of the east Asia is the highest level on the earth.

@josephdewuhan 5 ай бұрын

So grateful to have found your channel. I hope you get more subscribers so that your channel gets its deserved attention.

@kl9518 5 ай бұрын

I just discovered your channel. Amazing information about China. Thanks for your research and simplified explanation.

@kingfireabhay8903 5 ай бұрын

Man...👍 you have very on the ground reality check

@MegaPapa8888 4 ай бұрын

If that is true, why America is so arrogant?

@haroldbridges515 2 ай бұрын

Spain in the 16th century was also rich and powerful, not so much since then.

@dharmaavenue4699 2 ай бұрын

😅

@yaoliang1580 Ай бұрын

If they are so arrogant why did they keep sending so many of their top politicians to China and not other countries. Just use your brain

@jackyee7511 Ай бұрын

Like boxers who need a knockout defeat to learn properly and be humble

@ke2akun544 5 ай бұрын

who wants to buy if the price of apple goes up to $5000-10k usd for a made in usa

@EGvids1 Ай бұрын

That’s a fact. I am barely willing to spend over 1k for an IPhone 😎 that is where i draw the line. Plus if i were to know that it was made somewhere else other than China, let’s say India i wouldn’t trust the quality at all.

@gregwang8628 Ай бұрын

Trump and Biden would, but sadly not the American people.

@abraxalito Ай бұрын

Great content. Here's a suggestion - don't have silent parts with only text on the screen, use an AI voice to convert that text to speech. Just something to maintain audio continuity.

@Lost_Johnny 5 ай бұрын

Very interesting video. I have only just discovered your channel. Apple might be worried -- after all, how has the US treated Huawei?

@thetruthalwaysscary 5 ай бұрын

Production in the USA as well as a factory construction and maintenance is astronomically expensive.

@davidk6269 5 ай бұрын

I just discovered your channel today, and after watching two of your videos, I am a new subscriber. Your KZfaq channel is a breath of fresh air to me. Your analysis is very insightful, wise, experience-based and very well communicated. Well done!

@Userkzb20253 5 ай бұрын

If Apple made iPhones in the U.S., its valuation today would be dismal provided it could still survive.

@dice138 Ай бұрын

Also the efficiency. Like the TSMC factory which is building in Arizona talk 3 to 4 years to complete and start operation. If in China, 2 years at most.

@morrismak 5 ай бұрын

Good point on building out the logistics. Apple would need some kind of assurance. Manufacturing requires input, process, and output. Without a hi functional logistics system, the input and output of the manufacturer would be in trouble. And china has fantastic logistics

@gregwang8628 Ай бұрын

Let’s see how MAGS and BBB are doing.

@parttimethinker7611 5 ай бұрын

Chinese have noses for business. If they can do reliable, quality, on time and on demands. That’s all any good business would need. If I were Apple, I’d be really happy with that kind of technology eco-system. They made money rains for businesses. Your story reminded me of an ancient king. His kingdom was at peace, prosperous and full of talented people under him. At his last party in his palace. In a celebratory mood, one of his loyal officials congratulated him on his ruling of this perfect kingdom. He replied with the usual courtesy way. It’s the good people that made me look good. Then he said he’s thinking of retirement, and wonder would any of his children want such stressful job. His loyal subject replied “are you kidding me, anyone would kill to be your seat”. He laughed and walked away. He thought to himself, wow, he didn’t people would kill to be in his place. He started to doubt everyone. He was fearing for his life. He died soon afterwards due to fears. Similarly, the American government found a Chinese goose that lays golden eggs. They suddenly afraid the goose might’ve flown away, gotten sick or worse, stolen. They worried sick every day. Will they die of fears like the old king? The only the sands of time can tell. They never ask the goose if the goose was happy with the arrangements?

@cabasadefogo9533 5 ай бұрын

Bro dropping truth bombs like a boss! Be funny if you ever debated Peter Zihan LOL

@kenw.4539 5 ай бұрын

I guess he answered the question "Will India be the next China?" (and other countries too) they've been asking for 20 years, at least in terms of the anything electronic. Jayant Bhandari, an Indian businessman says the bribery infrastructure is just getting worse under the Hindu nationalist government of Modi. It used to be sort of quietly expected you had to bribe government officials to get anything done in India. Today, it's openly stated by all government officials like a sanctioned though unauthorized tax and everyone is competing with everyone to get the biggest bribes. Then there's the problem of infrastructure and work ethic. I just feel bad for the average Indian who just wants food security and job security for their families. BTW, Peter Zeihan is entertaining if often just propaganda.

@cabasadefogo9533 5 ай бұрын

@@kenw.4539 Most westerners don't bother to read beyond the headlines for India. If you are interested do a search on Ashoka Mody, professor at Princeton originally from India. India's problems are so profound that it is tragic. Just a few of the things he touched on interviews and books. 1) India's women are not emancipated. Compared to countries like China and Vietname which has female labor participation of 88 and 92%. India is at only 30%. 2) Its secondary school education is atrocious. The last time India competed in PISA was 2010, its students did so bad that India withdraw from PISA competition all together. Recently it did sample tests of its students to assess if it should return to annual PISA competition and again its students did abysmally compared to other asian countries. Just these 2 points alone will prevent India's work force from ever competing against China. Then there is the criminal corruption like Jayant talks about. A simple google search will show that its NATIONAL MPS, yes, the local MPS are even worse. 40% of National MPs at parliament has pending criminal cases against them. 26% of those MPs have serious criminal charges against them, defined as Murder, Attempted Murder, Kidnapping and Rape. The % of local state parliament with criminal elements is even higher. There are tons of other sad points professor Mody talks about. But these 3 points will show you that India and not China as Peter Zihan loves to talk about, is the one that will be at serious risk of collapsing in the near future.

@latiendaca1773 5 ай бұрын

Peter zihan has been proven wrong, by China, every time. Even I have unsubscribed, only a simp would be interested in him.

@serriajohn 5 ай бұрын

33% of the components of the iPhone 15 series come from the United States, mainly Qualcomm and Broadcom provide communication chips; 29% of the components come from South Korea, among which LG Group provides components that determine the structure of the telephoto camera, while Samsung Group is responsible for providing the display screen ; In addition, 10% of the components come from Japan, of which Sony provides important components such as sensors for Apple. In contrast, the number of parts from domestic suppliers (mainland China) is small, accounting for only 2.5%

@serriajohn 5 ай бұрын

@@kenw.4539 I pretty sure India won' t be next USA as if India focus on mobilephone assembling.

@labandonaldhock80 3 ай бұрын

This is the best information ever. God bless China

@lilyinthevalley8046 Ай бұрын

Correct. God is raising China up. But do you know why!! The answer is in Revelation.

@glennleedicus 26 күн бұрын

I’ve been following this transition since the beginning. I am an engineer who first worked on the IMSAI 8080 and I remember the vibrancy of the industry here in CA. The leveraging of China against their employs I first began to experience during the 90’s, when it was clear that the business model was to take our ideas and designs, ship them over seas and leave the companies free to dispose of their employees. It’s a betrayal so huge, people can’t bring themselves to even discuss it. My gut wrenches ever tighter every moment I watch your videos, but I’m glad you are doing this.

@evergreenhills 5 ай бұрын

apple moves to usa, then you need to double pay the price of ur iPhone.😅😅😅

@etow8034 5 ай бұрын

Not only will they pay double, but they will also be getting a lower IQ workforce which means less productivity, higher scrap rate and lower profits ! The workforce in the US has the IQ as the workforce in Mexico and most Latin American countries !

@ablam8 5 ай бұрын

You didn't listen to what this man said. Apple moves to USA, they can't make even one phone.

@etow8034 5 ай бұрын

@@ablam8 India as well, Foxconn was forced to move to India to make iPhones to avoid US sanctions and tariffs. Less than 6 months later Foxconn is begging to come back to China. High IQ is essential to a skilled workforce and with higher IQ the workforce is easier to train and manual dexterity is second nature which is essential to manufacturing and assembly ! kzfaq.info/get/bejne/hZyDdquIurXVZWg.html

@10lauset 4 ай бұрын

And they want to maintain their profit margins for their shareholders who don't really care for workers.

@hz240 4 ай бұрын

More like triple or quadruple when supported by labour unions. Doubt anyone is willing to pay such exorbitant prices for a mobile phone.

@qake2021 5 ай бұрын

🤣🤣🤣 🇺🇲 is full of greed‼️ 😝😝😝

@FrankiePo89 5 ай бұрын

Best comment

@MRT-co1sd 5 ай бұрын

They will just assemble iPhones with Chinese components and put a made in India or Vietnam tag on it.

@jetli740 5 ай бұрын

part still made in china, you export those items ...export tax applied and will eat in the profit.import in to a country another tax..... when product ready to ship out another export tax. good luck

@privacyhelp 5 ай бұрын

they did, most "made in mexico" products that are selling in the u.s actually from china. similar with "u.s oil and gas" actually stole from middle east

@johnyossarian9059 4 ай бұрын

@@jetli740 It's already happening with other goods. As US-Mexico trade is jumping up in value so is China-Mexico trade. Check the numbers. The two sets of numbers match up. Why do you think there is an inflation in America? 😁

@BRICSSCO 5 ай бұрын

Why the west bully China

@FrankiePo89 5 ай бұрын

They don't. They just boast about it. 😊

@raymondnoel6053 Ай бұрын

Because, with their big MIC spending, they think they can force China to submission.

@gregwang8628 Ай бұрын

Racism did it to themselves.

@dice138 Ай бұрын

They tried but they can't

@kcng918 Ай бұрын

In one word.....self preservation.

@LuckyJojo-yb9vt 5 ай бұрын

Profit is the key. Theoretically, as long as Apple is willing to cut down its profit earning, combined with a large increase of its sale price, it's still attainable. In reality, impossible because they'll price themselves out of the market entirely.

@foodparadise5792 5 ай бұрын

There is a huge difference between short term vs long term profits....US corporate culture is the first and China second.

@michaelloong964 3 ай бұрын

Thank you for your excellent presentation on why Apple would not move out of China to produce iPhone.

@MnemonicCarrier Ай бұрын

I always learn something from watching your videos - so a big THANK YOU!

@dayveda3736 4 ай бұрын

I'm committed to viewing all your videos. Your doing fantastic explaining all these points. Thank you.

@stefanmaslaczyk1259 2 күн бұрын

Watching some videos of manufacturing in India is quite unbelievable. The machinery is 100 years old, they don’t appear to have heard of benches and do most of the work squatting on dirt floors. The materials are recycled from scrap and there appears to be little if any material control. However the workers are very hard working and proud of the results.

@itsme-nt6yu 4 ай бұрын

I like your videos. One suggestion: when it is silent and shows articles, it is better to highlight some of them main points so that viewers can quickly get to the point.

@cjfinance3829 2 ай бұрын

You can also pause and read! 🤷

@shabalalamartin Ай бұрын

You are a true American to me, and you love our country. Your videos should be a wake-up call to our leaders, I just don't understand what world they are living in

@ExternalInputs 5 ай бұрын

The Apple India experiment established Indian red tape and business laws leave much to be desired, Indian workers don't possess the same work ethic as the Chinese and the Indian infrastructure is quite unreliable, so Indian workers have trouble keeping regular hours. When TSMC established their US factory, there were many problems. I heard that their US chips will cost 40% more than the Taiwanese product, which begs the question, where are the customers that want to pay so much more for the same thing? Apple don't just "take a product out of its box and put it into another box" as though it's a generic product. They design the product and the packaging, oversea its construction and develop the software that is the key ingredient of the product, otherwise it'd only be a box.

@kcng918 Ай бұрын

This was told to me by an Indian friend very long ago. Indian women do all the hard work in the field whereas the men sit under the shade of a mango tree, drinking mango juice direct from a over ripe mango and talk about politics!

@kennethkueh1256 3 ай бұрын

The last part is the most profitable. Chinese do the hard work. The American, consumers included enjoy the fruits. What are you complaining about.

@cjfinance3829 2 ай бұрын

Another Great one👍

@wanderingquestions7501 2 ай бұрын

Great work in your reporting. Thanks!

@TL-fe9si 5 ай бұрын

Hey man, very informative video and interesting points. Could you get some sort of stabilizer to film your video, I believe it'll make your video more popular

@Inside_China_Business 5 ай бұрын

We're working on that problem. :) Thanks for being patient with us.

@couchpotato5612 5 ай бұрын

Sound volume is low.

@user-xq8qx6bg2j 5 ай бұрын

❤❤❤Great analysis and report🌹🌹🌹

@iyibu01 2 ай бұрын

You are doing great fantastic work. Thanks 🙏

@patjeung3256 5 ай бұрын

Thanks so much for sharing

@Ace1000ks19751982 5 ай бұрын

Looks like Apple is just a hollow shell. LOL

@etbuch4873 5 ай бұрын

It reminds one of the scenario where some glamorous guy outsources the sperm needed for fertilizing an egg which he and his wife or girlfriend also outsource and then have the egg they outsourced fertilized with the sperm they outsourced, and planted the so fertilized egg in the womb of a surrogate mother for full pregnancy period and then have the baby delivered with Cesarean. Finally the baby was claimed to be borne out of that glamorous guy and his glamorous wife or girlfriend.

@Ace1000ks19751982 5 ай бұрын

@@etbuch4873 That is a good analogue. LOL

@Wwmmgg95554 14 күн бұрын

China has a massive comprehensive efficiency manufacturing supply chain. No other country can compete with China on it.

@steveferrusi1799 Ай бұрын

Your ability to explain such complex topics with great clarity and experience. Love what you are doing.

@ngc-ho1xd Ай бұрын

This dude is the antithesis of Peter Zion. I'd love to get them in a room together.

@user-ok6re8gv1q 3 ай бұрын

Appreciate you calling it out for what it is. China serves up a lot of good for the world. If you decentralise and make mass production inefficient by involving lots of little replicated production centres , you will ACTUALLY HARM the environment immeasurably. You will also hit a lot of hip pockets as the world loses middle class demographics and goes to the two extremes, lower middle class or rich. An extra 15-20% cost increase on everything just to decentralise is unaffordable for plenty of people and only lowers everyone's quality of life. I hope the hate and hit campaign on China stops from American congress. It is only harming the world.

@misty671 5 ай бұрын

Apple's value is primarily tertiary, patents, and goodwill. Smartphone sales peak several years ago. Huawei is the biggest threat to iPhone sales.

@Newlinjim 3 ай бұрын

Nah…U.S. just create a narrative to incite the natives and impose sanction…all fixed.

@bigjd2k 10 күн бұрын

They used to make Apple Macs in the US - it can be done, especially with automation.

@supadog1453 Ай бұрын

Let's agree, we can lie to each other, but please, don't ever lie to yourself.

@dennisconroy3459 Ай бұрын

Very good information Kevin, well done.

@apakansaja8505 Ай бұрын

*Why wud people want to open up a factory, engage and manage the factory and workers when he can simply go to China and tell the Chinese what you want, all to your specifications, then market and sold the products to the world at a profit. No labour headache, no government intervention headache. No worries. You only bring idea and expertise. Its called trading. Let the Chinese do the works. You just sit back and be like any Boss. A rich Boss.*

@freebusy3512 3 күн бұрын

how can one egg-head come up with so many wierd and wise thoughts by hidding in the bushes? I need to be in the bushes too.

@dexong1959 5 ай бұрын

You either get Apple to pay American wage or get American to work for Chinese wage. Don't push the blame to everyone else, on one owes you a living

@dandyperry1207 5 ай бұрын

Exactly my thoughts too. Pity these individuals alway blame others instead of self reflection. tsk tsk

@yaobin1 5 ай бұрын

if build in US, i probably still using iphone 4.

@DimitarBerberu 4 ай бұрын

CIA succeeded in fooling the Americans. Hourly Apple China rate is $41 & $85,977/yr. Overall US average pay is $28.16/h $59,384. Move to China to get better life but you have to work smarter, not lazier ;)

@johnyossarian9059 4 ай бұрын

It's not just about labor cost. Didn't you watch the video?

@tkh2944 3 ай бұрын

If only Trump have 10% of Kevin's business awareness ... No declining economy coming back to bite his country.

@waynethorpe1341 4 ай бұрын

Thanks

@georgejesson1944 5 ай бұрын

Because quality would be 💩 and cost four times more for the 💩

@partsandlaborgroup 4 ай бұрын

Incredible.

@michaelmackey754 2 күн бұрын

Great video!

@Wwmmgg95554 14 күн бұрын

China thinks making nice products is important. On the other hand, American think a good idea is more important than actually making nice products.

@The0ldg0at 4 ай бұрын

There is something called the knowledge based economy. There are two aspects of industrial knowledge. The knowledge of how the product virually works and how to assemble the physical components, "engineerubg design". And the knowledge of how to physically assemble efficiently, from the desing, the physical components into the final product with machines and the workforce, "manufacturing process engineering". Apple owns the knowledge of the design, the chinese companies own the knowledge of the processes and they won't sell it cheap.

@MrStevemur 4 ай бұрын

Even imagining Apple's leadership could humble themselves enough to try and hire away Chinese experts to replicate that ecosystem in another country (and listen to those experts, and support their work) it would take a decade. We see it with TSMC: Trump forced them to commit to building microchips in the US, and Biden forced commitment on a second factory, but nothing is up and running yet and now they're saying it'll take at least a couple more years. China drew in foreign companies with deals; the US compelled them with promises of subsidies and threats of sanctions and tariffs, but is now encouraging unionization at their factories and attaching more and more conditions to the subsidies. Bottom line, it'd be a huge lift if the US were clever about it, but they aren't.

@EGvids1 Ай бұрын

Fantastic analysis. Thank you! 😎

@user-xp4of2vu4r 3 ай бұрын

Thank you for sharing your view of hard nose reality that (probably) quite a few of our political leaders just don't grasp. For sure, most of us ordinary Joes don't have clue. Just following a number of your videos, I have improved my educational level about what's happing throughout the world's commerce and a good bit about other countries societies. Bet a few of your other viewers would agree. Don't know if you are conducting university classes on the side but I'd sign up if possible. Oh, for sure, our politicians just can't be honest about much except their continuous need for political donations.

@michaeltse321 4 ай бұрын

Should be: Apple exploring ways to exit the Chinese market and lose 1 trillion in market cap by making China repurposing supply chains - lol

@TiSIWO 21 күн бұрын

Correct, however biased and incomplete in thinking that manufacturing in the US or other developed Nations is practically impossible. It’s this kind of thinking that makes your point of view so seductive. Germany is a relatively speaking (by size and energy resources) a small player. However, Germany is an export POWERHOUSE. It produces high quality products, from cars to advanced scientific equipment. They produce so much high quality products, that I will let others look that up. I can say the same about Sweden, and in some extent, France and the UK too. So, the issue is not entirely cheap labor. The issue is American Business Leasers who are all grass fed a view that one needs low skill and cheap labor to produce anything at a low enough cost, that anyone would by at an affordable enough price, while making a 10X profit. Perhaps you should visit Germany and Sweden. While you are there, check out Airbus factories in France and ARM in the UK.

@toddpillow3074 Ай бұрын

The moral to this sad story is that central planning can greatly outperform market economies focused primarily on near term profits irrespective of national concerns and long term competitiveness. Much has been said about Asian companies and countries stealing western technology but the reality is that western companies traded said technology for easy profits….

@comment6864 7 күн бұрын

This should be disgusting, depressing and scary to all Americans. I have thought that Apple at least owns the design engineering part of it, but from the sounds of this that’s not the case 😢

@HafiZzZzZz 5 ай бұрын

When Apple thought about relocating to india, she asked Chinese suppliers to move to india as well. I wonder how did those Chinese suppliers replied to Apple's request ? Chinese technicians, management team , engineers and skill workers were also asked to join in.

@Lost_Johnny 5 ай бұрын

I doubt India would allow that. The other problem is India's reputation for slapping taxes on companies in a random way, as Xiaomi know.

@HafiZzZzZz 5 ай бұрын

@@Lost_Johnny It is the Indian government that asked Chinese part suppliers to relocate to india. Of course it would be stupid if those Chinese companies move to India.

@LokeKS 5 ай бұрын

They did move. There is a video on it

@HafiZzZzZz 5 ай бұрын

@@LokeKS I am not talking about Foxconn. I was talking about Chinese parts suppliers that supply parts for apple phones.

@liongjiahwong5478 28 күн бұрын

@@LokeKSdon't know keep quiet.

@gregario888 16 күн бұрын

This one is a collector's item!

@alanjenkins1508 3 ай бұрын

The success of an economy depends on the numbers of engineers trained as a percentage of the population. It is as simple as that, as it is only engineering that add real value in a modern economy. Everything else is redistribution.

@nexxus0320 Ай бұрын

your a breath of fresh air in this space thank you

@justme6275 3 ай бұрын

China, China, China.... the big elephant in the room.

@FallenLeavesBackToRoots 3 ай бұрын

The 300lb panda in the room. 😀

@liongjiahwong5478 28 күн бұрын

300 over kgs of moon rock...no use!@@FallenLeavesBackToRoots

@koneos6580 23 сағат бұрын

That's thing of past. Apple manufacturing it in India now.

@josephguo3429 3 күн бұрын

Taiwan I Phone boss told Chinese that apple let them live without starvation.

@yangchaohuangdi3240 3 ай бұрын

Best analysis of the grip that China has on every facet of world trade. The last step is dedollarization. Then the useless rhetoric will stop and the Yanks will start cooperating. Subscribed.

@kevinlaw6191 2 күн бұрын

The long game needs patience. Americans please don’t blame China, ask Cook how much taxes Apple paid in US.

@MichaelCuthbertson-zl6in 3 күн бұрын

I UNDERSTAND SEVERAL MAJOR MANUFACTURING CORPORATIONS MOVED TO INDIA A YEAR OR SO AGO. IT ENDED IN DISASTER : - LAZY, UNRELIABLE WORKERS. SURPRISE TAXES BY INDIAN GOVT. WIDESPREAD CORRUPTION.. EXACTLY AS YOU SAID KEVIN. BRAVO.

@xushenxin 5 ай бұрын

Some change in where iPhone is made is OK. Nothing will stand still. Before Apple, Xiaomi, Oppo all relocate some of assembly line to India and it is totally OK. Before Apple, Samsung relocate 100% production to Vietnam. But if Apple does that, there is no Apple anymore.

@edwardlim7253 Ай бұрын

Thanks Kevin for digging deeper into the intricacies of China Industries Supply Chains..

@MrCLAASS 26 күн бұрын

Apple can go to Vietnam or Indonesia. China has been outsourcing to these countries for years.

@kenm3ng121 14 күн бұрын

😂Indian Apple have dust inside cam module, anyone remember?

@charlesrobitaille9360 28 күн бұрын

working in a Chinese company is like working like a slave . I know someone that did it for 9 years and got out

@sih9696 2 күн бұрын

Tim finally discovered the difference between India and China and is moving iPhone 16 production back to China. If not made in China, can anywhere else in the world replace China for its quality, efficiency, and cost? US anyone?