2024-12-02
Seems like we're starting to see the Chinese equivalents of keiretsus taking form. — 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. …
Wall Street Journal
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...