If there is no Chinese technology. India can't even make Smartphone camera!!

[nahtanbob]

View attachment 936432

Source for the 90% @beijingwalker

 

[GreatHanWarrior]

Goldman Sachs predicts FDI outflows from China to be ~$180B, which may result in 0 net FDI inflows in China this year.

Why China Looks Increasingly on the Back Foot

For all the heated rhetoric from politicians, experts and the media on any given fundamental economic issue, it takes years and years for real change to register. And sometimes the change never comes—as may well prove the case with predictions about, say, the death of cities thanks to Covid-19.

www.bloomberg.com

Internet labourers can cope and seethe, a country which itself grew by borrowing prosperity from the west is whining when other countries do the same!

lol. A small example. Saudi Arabia invests in a Chinese small car manufacturer.

Saudi Arabia signs $5.6 billion deal with Chinese EV company

Saudi Arabia's Ministry of Investment has signed a $5.6 billion deal with Chinese electric car maker Human Horizons to collaborate on the development, manufacture and sale of vehicles, the Saudi state news agency said in a statement.

www.reuters.com

Indians are only good at making jokes. Not good at developing technology.

 

[NG Missile Vessels]

@beijingwalker @Cheepek @CallSignMaverick @Skull and Bones @Raj-Hindustani @protean @indushek

The most expensive parts of a phone such as Processor, memory chip, camera lens and touchscreen are all made in either Japan, SK or Taiwan. Some other critical parts such as gyroscope come from Germany and other countries. If I remember correctly, even for China the IPhone indigenization percentage by value is around 20-25%. Until 2019, it was actually less than 10%. Only recently did China start manufacturing batteries, speakers etc for the IPhone which increased their percentage.

I hope at least in the next few years we can develop expertise in medium value components such as batteries and speakers. Now even though the percentage of Chinese components has increased. You can see, for most of the countries it is around 20%.

What is the threshold of value addition, for a country to be considered an iPhone manufacturers. The supplers are distributed accross the global & none of them have a majority stake (50% value addition) in iphone manufacturing.

Most ICs like DRAM, Flash, Processors, MEMS, camera module,display, semiconductor and battery cells are made in Taiwan, US, Japan or Korea.
These items are the crown jewels of those countries, and also make a large portion of the Bill-of-Materials cost of a phone and super spy like China also has troubles stealing said tech, so at best they are limited to low end production of such items, like their ICs will use a larger technology node( SMIC of China theoretically can do 14nm chip production, their production in reality is 20nm and below, meanwhile you have TSMC at 5nm ), their displays will be LCD instead of OLED or MicroLED or whatever hot shit there is now.

The only state of the art Chinese production of this is of NAND Flash by Samsung in Xian and SK Hynix somewhere else in China.

What parts they add into their phones depends on what $$$ it's going to sell for, high-end phones with cutting edge specs will have higher percentage of imported components which are indeed state of the art, lower end phones will have greater chinese contribution, like the screen may come from BOE displays which is a chinese vendor for example.

But even with low end phones they cannot fully supplant and go full Atmanirbhar Cheen, market forces and customer preferences discourage it, also the capabilities of their companies.

 

[beijingwalker]

Apple’s tech supply chain shows difficulty of dumping China​

Bloomberg Intelligence estimates it would take about eight years to move just 10% of Apple’s production capacity out of China, where roughly 98% of the company’s iPhones have been made. Scores of local component suppliers -- not to mention modern and efficient transport, communication and electricity supplies -- make it particularly difficult to get out of the world’s second-largest economy.

“With China accounting for 70% of global smartphone manufacturing and leading Chinese vendors accounting for nearly half of global shipments, the region has a well-developed supply chain, which will be tough to replicate -- and one Apple could lose access to if it moves,” BI’s report from analysts Steven Tseng and Woo Jin Ho said.

Apple’s tech supply chain shows difficulty of dumping China

American companies have had a growing list of reasons to downgrade their ties with China in recent years. Former President Donald Trump’s tariffs. Beijing’s stringent Covid lockdowns. The US-Sino standoff over Taiwan. Political pressure to “friend-shore” supply chains toward nations aligned with...

ajot.com

Hard to match​

Cook emphasized Apple’s broader manufacturing footprint on the company’s most recent earnings call. “Our supply chain is truly global, and so the products are made everywhere,” he said. “We continue to look at optimizing. We learn something every day and make changes.”

China, however, has spent years developing a combination of production incentives, local engineering talent and a cohesive supply chain ecosystem that will be difficult to replicate elsewhere. As Cook put it in one 2015 interview, “You can take every tool and die maker in the United States and probably put them in a room that we’re currently sitting in. In China, you would have to have multiple football fields.”

Bryan Ma, VP of device research at market intelligence firm IDC, said there’s been “increasing pressure to diversify product assembly outside of China, but doing so won’t be easy given that the proximity to component suppliers is a key reason for staying in China.”

“I’m sure that vendors will explore their options, especially as governments dangle incentives for local assembly,” Ma added. “But if the entire supply chain doesn’t move with them, then the logistics of moving components to the assembly facilities becomes a challenge.”

A major market​

Complicating things further for Apple is the fact that China is its biggest market outside the United States.

Apple currently accounts for 18% of the Chinese smartphone market and China makes up nearly a quarter of Apple’s global sales, according to Amber Liu, a Shanghai-based smartphone analyst at tech research firm Canalys.

In short, China is “where a big part of the growth market is,” said Gad Allon, director of the management and technology program at the University of Pennsylvania whose research focuses on supply chains. “Apple has many, many reasons not to rock the boat,” he said, or risk ending up on the wrong side of China’s government.

Meanwhile, in what could be a sign of its worries over demand in the country, Apple this week offered its Chinese customers discounts as high as 600 yuan ($89) on its latest iPhone models for a limited time. It’s rare for Apple to offer such promotions.

https://edition.cnn.com/2022/07/28/tech/apple-china-manufacturing-sales/index.html

 

[GreatHanWarrior]

@beijingwalker @Cheepek @CallSignMaverick @Skull and Bones @Raj-Hindustani @protean @indushek View attachment 936444
The most expensive parts of a phone such as Processor, memory chip, camera lens and touchscreen are all made in either Japan, SK or Taiwan. Some other critical parts such as gyroscope come from Germany and other countries. If I remember correctly, even for China the IPhone indigenization percentage by value is around 20-25%. Until 2019, it was actually less than 10%. Only recently did China start manufacturing batteries, speakers etc for the IPhone which increased their percentage.

I hope at least in the next few years we can develop expertise in medium value components such as batteries and speakers. Now even though the percentage of Chinese components has increased. You can see, for most of the countries it is around 20%.

What is the threshold of value addition, for a country to be considered an iPhone manufacturers. The supplers are distributed accross the global & none of them have a majority stake (50% value addition) in iphone manufacturing.

Most ICs like DRAM, Flash, Processors, MEMS, camera module,display, semiconductor and battery cells are made in Taiwan, US, Japan or Korea.
These items are the crown jewels of those countries, and also make a large portion of the Bill-of-Materials cost of a phone and super spy like China also has troubles stealing said tech, so at best they are limited to low end production of such items, like their ICs will use a larger technology node( SMIC of China theoretically can do 14nm chip production, their production in reality is 20nm and below, meanwhile you have TSMC at 5nm ), their displays will be LCD instead of OLED or MicroLED or whatever hot shit there is now.

The only state of the art Chinese roduction of this is of NAND Flash by Samsung in Xian and SK Hynix somewhere else in China.

What parts they add into their phones depends on what $$$ it's going to sell for, high-end phones with cutting edge specs will have higher percentage of imported components which are indeed state of the art, lower end phones will have greater choinees contribution, like the screen may come from BOE displays which is a chink vendor for example.

But even with low end phones they cannot fully supplant and go full Atmanirbhar Cheen, market forces and customer preferences discourage it, also the capabilities of their companies.

But even super beggars like India. You still cannot receive Western technological handouts!

The semiconductor industry is a political show manipulated by the West. The West can give technology to its colonies such as Japan, South Korea, Germany... But even if India is a super beggar. If India doesn't have research and development. You will always be just a beggar!

Develop your technology. Don't beg like a dog!

For high end there is absolute basic chinese contribution of parts, most expensive( and hence most value addition ) parts are the ICs, Battery cell, camera module, screen, the Chinaman doesn't have state of the art capabilities for any of these.

What the chinaman does is assembly

He will import the battery cell from Korea and assemble it in a ceramic or other casing with the leads etc attached
He will import various ICs, but do the OSAT on it where the IC is sealed in ceramic packaging and attached to the leads
He will import the core display panel, LCD, OLED whatever and assemble it into a screen.
He will import the camera module IC, stick it on a PCB and add the imported camera lense setup to it.

And so all these products are "Made in China" per the shipping labels or little labels on the packaging, but the core is in white masta's hands, or in his Confucian vassals like Korea, Japan or Taiwan.

The West has milked the Chinese cow well without having a critical dependency on them which they cannot fix given enough time.

Indeed, even the ubiquity of Chinese in the markets of the world is a blessing of the white master, Huawei is simply a trailer, as they have shown with Russia they can go much further, utterly cut off market access for the chinese and for all DuAL CirCuLaTiOn cope of 11, Jinping, their economy is still heavily export and not on domestic consumption only like he hopes.


Economic times

Dalit can develop your own technology. Don't beg and lie like a dog.

 

[beijingwalker]

Apple's Chinese suppliers overtake US for first time
iPhone maker's mainland ties deepened despite trade war

CHENG TING-FANG, LAULY LI, and KENSAKU IHARA, Nikkei staff writersMARCH 18, 2019 18:00 JST

TAIPEI -- Apple now has more mainland Chinese and Hong Kong-based suppliers than ever before, with the number surpassing American and Japanese companies for the first time despite the ongoing trade war.

The mainland and Hong Kong suppliers together constitute the iPhone maker's second-largest source of components, trailing only Taiwan-based companies, a Nikkei Asian Review analysis of Apple's latest annual list of top 200 suppliers shows.

The rapid rise of Chinese companies in Apple's supply chain highlights the country's remarkable technological advancement over the past few years, as Apple demands world-class quality from the makers of parts going into its products, from iPhones and MacBooks to Apple Watches and AirPods. Analysts are divided, however, over whether the trade war will eventually slow or even reverse this trend.


Chinese suppliers -- which include those based in Hong Kong, as all of their production facilities are located on the mainland -- accounted for 41 of the top 200 suppliers, or more than 20%. The number of mainland Chinese companies has tripled since 2012, while that of their U.S. counterparts has fallen by more than 32% to 37 suppliers over the same period, the analysis shows.

Taiwan and Japan had 46 and 38 suppliers, respectively, according to Nikkei's research.

The total number of production sites located in mainland China increased by 26 from the previous year to 380, accounting for almost 50% of all sites engaged in Apple's supply chain. A number of suppliers who are not headquartered in China operate factories there.

The 200 suppliers together represent 98% of Apple's fiscal year procurement of materials, manufacturing and assembly, and the annual list is seen as a barometer of the company's reliance on suppliers from different parts of the world. The list for fiscal 2018, released on March 7, shows not only a greater reliance on China, but also indicates an effort to expand its supply chain in India and Southeast Asia, where it has lagged behind rival Samsung Electronics.

For now at least, the escalating trade tensions between Washington and Beijing has not stopped Apple from deepening its manufacturing footprint in China, the company's most significant production base. In addition to adding more Chinese suppliers, the number of sites producing or assembling Apple products last year also rose to 380, up 7% from 2017 and 14% higher than in 2012. These include Chinese- and foreign-operated facilities.

"Chinese companies are rising quickly to become formidable competitors to Taiwanese or Japanese companies, as they have chances to learn from these foreign investors and even acquire facilities from them to quickly build patent portfolios and production capacities," said Chiu Shih-fang, a smartphone and supply chain analyst at Taiwan Institute of Economic Research.

"These foreign investors also help China train many professional technicians, engineers and even production line workers to help them advance technology quickly," Chiu said.

The rapid rise of Luxshare Precision Industry, or Luxshare-ICT, is the most prominent example. Luxshare, which entered Apple's supply chain as a connector supplier in 2012, became a key AirPods assembler in late 2017, ending the decades-long dominance of Taiwanese manufacturers as the final assembler for Apple products.

Luxshare operated eight manufacturing sites for Apple in 2018, up from only one in 2012. The Chinese group is an emerging rival that cannot be ignored by iPhone assemblers Foxconn and Pegatron or Apple Watch makers Quanta Computer and Compal Electronics, two supply chain executives told the Nikkei Asian Review.

"We've monitored Luxshare for a while," one of the executives said. "This company's expansion pace is not going to slow down. It will pose strong competition to all major Taiwanese contract manufacturers."

China's O-film Technology is another rising star, having joined the list of Apple suppliers in 2017. Its camera and touch panel modules pose threats to Sharp, LG Innotek and TPK Holding. O-film bought a facility in China from Sony in 2016 to quickly gain production capacity and obtain intellectual property and manufacturing know-how.

Likewise, state-backed display maker BOE Technology Group's entry into the Apple supply chain the same year as O-film is putting massive pressure on LCD suppliers LG Display and Japan Display.

Little-known Chinese company Lingyi iTech appeared on Apple's top supplier list for the first time in 2018. It is completing an acquisition of Salcomp, a Finnish company that has provided power chargers and adapters to Apple for a long time.

It is unclear what Lingyi iTech supplies to Apple, but the company describes itself as a maker of magnetic materials, precision parts and wire and cables, and it owns as many as 15 manufacturing facilities in China supplying to Apple, the list showed.

Apple's supply chain is also diversifying into India and Southeast Asia, though its presence remains limited and compared with that of South Korean rival Samsung, which started to build sizable manufacturing facilities in both regions since 2008.

Apple suppliers operated eight facilities in India last year, up from five in 2017. The new factories came from three different suppliers including Foxconn, which trades as Hon Hai Precision Industry. Foxconn joined smaller rival Wistron in manufacturing iPhones in the South Asian country, the supplier list showed.

India now hosts three iPhone assembly facilities and five other components factories, including facilities of China's Shenzhen Yuto Packaging Technology, which helps Apple produce the final packaging case for iPhones for the Indian market.

Vietnam has emerged as a potential diversification site for Apple suppliers looking to avoid damage from the U.S.-China trade war, given the country's proximity to China and developing supply chain cluster.

GoerTek, an AirPods and audio components supplier, asked its own suppliers late last year to evaluate the feasibility of shifting production to Vietnam, Nikkei first reported last year. No decision has been made, sources familiar with the matter said.

Luxshare has added a facility in northern Vietnam, the Nikkei analysis showed, and company founder Grace Wang visits the country frequently, industry sources said. However, the number of production sites in Vietnam operated by leading Apple suppliers did not increase in 2018.

The American tech giant has also increased U.S. production as President Donald Trump's calls for Apple CEO Tim Cook to bring manufacturing jobs back home. The number of domestic facilities operated by Apple's top suppliers increased 14% last year to 65.

Apple has touted its contribution to the U.S. economy, spending $60 billion with 9,000 component suppliers last year for an increase of over 10% from 2017. It supports more than 450,000 jobs in the country, the company said in January.

Yet the 65 American facilities in 2018 represent a 21% decline from the 2012 figure, the data showed. The company also experienced its worst-ever year-on-year decline in iPhone shipments in 2018, according to research company IDC.

Apple still depends on U.S. suppliers such as Qorvo, Skyworks Solutions, Intel, 3M and Corning for crucial semiconductor technologies, optical parts and advanced materials, Nikkei research showed.

Those are among the segments that Beijing is pushing as part of its efforts to upgrade its own industries, and they have become battlegrounds in the trade war between the world's two biggest economies. Huawei Technologies, the world's No. 3 smartphone maker behind Apple, also relies on these cutting-edge parts providers from the U.S. to build its popular premium phones and notebooks.

There are differing views as to whether China's growing tech capabilities will help it become an even bigger part of the Apple supply chain. Kota Ezawa, an analyst at Citi Research, said the trade war may discourage the U.S. company from increasing its Chinese procurement, even if those suppliers continue to improve in terms of technology.

Chiu from the Taiwan Institute of Economic Research, however, does not foresee any sudden shift out of the country.

"It's very time-consuming work to move an electronic supply elsewhere, especially a smartphone supply chain as there are so many components involved," Chiu said. "It could take years for people to really see a difference."

"The iPhone has not yet been included in the tariff list, and it seems the trade conflicts could be solved with a deal at some point. ... Many suppliers do not feel the urgency to move out of China that quickly," the analyst added.

Apple did not respond to Nikkei's request for comments.
https://asia.nikkei.com/Economy/Trade-war/Apple-s-Chinese-suppliers-overtake-US-for-first-time

 

[GreatHanWarrior]

For high end there is absolute basic chinese contribution of parts, most expensive( and hence most value addition ) parts are the ICs, Battery cell, camera module, screen, the Chinaman doesn't have state of the art capabilities for any of these.

What the chinaman does is assembly

He will import the battery cell from Korea and assemble it in a ceramic or other casing with the leads etc attached
He will import various ICs, but do the OSAT on it where the IC is sealed in ceramic packaging and attached to the leads
He will import the core display panel, LCD, OLED whatever and assemble it into a screen.
He will import the camera module IC, stick it on a PCB and add the imported camera lense setup to it.

And so all these products are "Made in China" per the shipping labels or little labels on the packaging, but the core is in white masta's hands, or in his Confucian vassals like Korea, Japan or Taiwan.

The West has milked the Chinese cow well without having a critical dependency on them which they cannot fix given enough time.

Indeed, even the ubiquity of Chinese in the markets of the world is a blessing of the white master, Huawei is simply a trailer, as they have shown with Russia they can go much further, utterly cut off market access for the chinese and for all DuAL CirCuLaTiOn cope of 11, Jinping, their economy is still heavily export and not on domestic consumption only like he hopes.


Economic times

Super beggar India hopes to beg for Western technology like South Korea.... But the West is dismissive of Dalit.

 

[beijingwalker]

China​

In general, China is a very important global region for Apple. The 2021 suppliers list shows Chinese and Hong Kong-based suppliers growing to account for a larger share than America and Japan. By physical location, China accounts for 156 of the total 615 production facilities.

18 Major Companies Tied to the Apple Supply Chain That You Didn't Know About

A look at some of Apple's top suppliers gives an understanding of how this growing company functions. By looking at the Apple supply-chain model, along with the benefits and challenges for each component, you can gain an understanding of large-scale, multinational production streams.

www.investopedia.com

While the iPhone is mostly designed by the Apple team in the US, its components are provided by many countries around the world.

 

[NG Missile Vessels]

India Declares CPU Independence With Aum HPC Processor - The Next Platform

At the moment, the most powerful Arm processor on the planet is the 48-core A64FX processor from Fujitsu, which was created as the heavily vectored compute engine for the “Fugaku” supercomputer at RIKEN Lab in Japan. Nvidia is getting ready to ship its 72-core “Grace” Arm CPU, which has yet to...

www.google.com

 

[GreatHanWarrior]

@beijingwalker @Cheepek @CallSignMaverick @Skull and Bones @Raj-Hindustani @protean @indushek View attachment 936444
The most expensive parts of a phone such as Processor, memory chip, camera lens and touchscreen are all made in either Japan, SK or Taiwan. Some other critical parts such as gyroscope come from Germany and other countries. If I remember correctly, even for China the IPhone indigenization percentage by value is around 20-25%. Until 2019, it was actually less than 10%. Only recently did China start manufacturing batteries, speakers etc for the IPhone which increased their percentage.

I hope at least in the next few years we can develop expertise in medium value components such as batteries and speakers. Now even though the percentage of Chinese components has increased. You can see, for most of the countries it is around 20%.

What is the threshold of value addition, for a country to be considered an iPhone manufacturers. The supplers are distributed accross the global & none of them have a majority stake (50% value addition) in iphone manufacturing.

Most ICs like DRAM, Flash, Processors, MEMS, camera module,display, semiconductor and battery cells are made in Taiwan, US, Japan or Korea.
These items are the crown jewels of those countries, and also make a large portion of the Bill-of-Materials cost of a phone and super spy like China also has troubles stealing said tech, so at best they are limited to low end production of such items, like their ICs will use a larger technology node( SMIC of China theoretically can do 14nm chip production, their production in reality is 20nm and below, meanwhile you have TSMC at 5nm ), their displays will be LCD instead of OLED or MicroLED or whatever hot shit there is now.

The only state of the art Chinese roduction of this is of NAND Flash by Samsung in Xian and SK Hynix somewhere else in China.

What parts they add into their phones depends on what $$$ it's going to sell for, high-end phones with cutting edge specs will have higher percentage of imported components which are indeed state of the art, lower end phones will have greater choinees contribution, like the screen may come from BOE displays which is a chink vendor for example.

But even with low end phones they cannot fully supplant and go full Atmanirbhar Cheen, market forces and customer preferences discourage it, also the capabilities of their companies.

Do you know why India always lags behind China? Because India never R&D!!

View attachment 936453

make by Chinese SMEE?

 

[Raj-Hindustani]

But even super beggars like India. You still cannot receive Western technological handouts!

The semiconductor industry is a political show manipulated by the West. The West can give technology to its colonies such as Japan, South Korea, Germany... But even if India is a super beggar. If India doesn't have research and development. You will always be just a beggar!

View attachment 936448
Develop your technology. Don't beg like a dog!


Dalit can develop your own technology. Don't beg and lie like a dog.

View attachment 936449

And whose China was it that renovated this area?

China is only profiting because businesses shifted there in the early 1990s because of low costs for things

just repeating the remodelling work completed by West and others,

I'm unsure why you people cry like babies every time..

 

[nahtanbob]

For high end there is absolute basic chinese contribution of parts, most expensive( and hence most value addition ) parts are the ICs, Battery cell, camera module, screen, the Chinaman doesn't have state of the art capabilities for any of these.

What the chinaman does is assembly

He will import the battery cell from Korea and assemble it in a ceramic or other casing with the leads etc attached
He will import various ICs, but do the OSAT on it where the IC is sealed in ceramic packaging and attached to the leads
He will import the core display panel, LCD, OLED whatever and assemble it into a screen.
He will import the camera module IC, stick it on a PCB and add the imported camera lense setup to it.

And so all these products are "Made in China" per the shipping labels or little labels on the packaging, but the core is in white masta's hands, or in his Confucian vassals like Korea, Japan or Taiwan.

The West has milked the Chinese cow well without having a critical dependency on them which they cannot fix given enough time.

Indeed, even the ubiquity of Chinese in the markets of the world is a blessing of the white master, Huawei is simply a trailer, as they have shown with Russia they can go much further, utterly cut off market access for the chinese and for all DuAL CirCuLaTiOn cope of 11, Jinping, their economy is still heavily export and not on domestic consumption only like he hopes.


Economic times

That article was garbage one

China​

In general, China is a very important global region for Apple. The 2021 suppliers list shows Chinese and Hong Kong-based suppliers growing to account for a larger share than America and Japan. By physical location, China accounts for 156 of the total 615 production facilities.

18 Major Companies Tied to the Apple Supply Chain That You Didn't Know About

A look at some of Apple's top suppliers gives an understanding of how this growing company functions. By looking at the Apple supply-chain model, along with the benefits and challenges for each component, you can gain an understanding of large-scale, multinational production streams.

www.investopedia.com

While the iPhone is mostly designed by the Apple team in the US, its components are provided by many countries around the world.

Suppliers of what ??
DRAM
Flash
Processors
MEMS
camera
battery

 

[GreatHanWarrior]

And whose China was it that renovated this area?

China is only profiting because businesses shifted there in the early 1990s because of low costs for things

just repeating the remodelling work completed by West and others,

I'm unsure why you people cry like babies every time..

It's different from India. Chinese technology comes from independent R&D. Now India wants to get Chinese technology for free. Shameless...

 

[beijingwalker]

That article was garbage one



Suppliers of what ??
DRAM
Flash
Processors
MEMS
camera
battery

I don't know , so many of them, you can search them online

 

[GreatHanWarrior]

That article was garbage one



Suppliers of what ??
DRAM
Flash
Processors
MEMS
camera
battery

Who knows where @NG Missile Vessels found that article.

Chinese display maker BOE to supply OLED screens for iPhone SE4 · TechNode

Apple is set to use OLED screens manufactured by Chinese firm BOE for its fourth-generation iPhone SE, expected to be released next year.

technode.com