Locator: 50723APPLE.
Query: Does Apple have a large manufacturing presence in Vietnam?
Reply:
Query:
Apple has a large manufacturing presence in Vietnam. Which might be more important as a manufacting sector for Apple, India or Vietnam?
Reply: the very short answer --
India and Vietnam serve different, vital roles in Apple's manufacturing, but India is arguably more important for long-term growth and volume, while Vietnam is currently critical for product diversification. India focuses on massive iPhone assembly and high-value components, while Vietnam specializes in iPads, AirPods, and MacBooks, benefiting from proximity to China.
Query: why China, then increasingly Vietnam and not Mexico? Long reply; not particularly enlightening, sort of what one expected. Reading between the lines, it amounts to this:
- Asia (China and Vietnam) can react much more quickly; Mexico's workforce/government Is slow to react;
- between China and Vietnam, China is much more bureaucratic (the government) and more regulated; Vietnam is troubled less by bureaucracy and regulatory control.
Recommendation: read Malcolm Harris' biography of Palo Alto, c. 2023.
