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Chronicles

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Sources: BYD's contract-manufacturing business, which has 10K+ engineers and ~100K employees dedicated to Apple's supply chain, now assembles 30%+ of all iPads

Apple and other big tech hardware companies are increasingly taking the role of “integrator”.  —  We've seen where this evolution goes in aerospace (ie Boeing), doesn't necessarily bode well for continued success. … LinkedIn: Christian M. Bucholdt : It's not the cheap production capacity, but the expertise that Apple depends on with it's Chinese suppliers.  —  https://lnkd.in/eYZ6GVsk

Wall Street Journal