Apple and China Elliott Management wrote this opinion piece on Apple and China: Apple is a Chinese company | Financial Times – interesting assessment of risk exposure with a focus on the Apple share price. The Apple and China relationship started before China joined the WTO. Taiwanese contract manufacturers had built huge industrial sites in […]
‘China evac‘ or China evacuation is something that I have been hearing more about from my network. Its less dramatic in it sounds in some respects. It isn’t an immediate bailout like the fall of Saigon in 1975. China evacuation in this case is about businesses moving processes and supply chains out of the country […]
Apple and Jaguar Land Rover blamed the Chinese economy for their recent financial results. The truth is probably more complex. What factors are affecting affecting Apple and Jaguar Land Rover that aren’t directly related to the Chinese economy? The reality is that Apple and Jaguar Land Rover are being buffeted by very different forces, some […]
China’s Factories Are Building a Robot Nation – Caixin – it is amazing how manual things like smartphone manufacture is. Apple moved production to China because pick and place ‘robotic’ automated machines had been used in phone manufacturer, but couldn’t handle the jewellery like manufacturing. Pick and place had been used in Japanese consumer electronics manufacturing […]
Revlon China Revlon to shut down China operations – US cosmetics company Revlon says it was shutting down its operations in China to cut costs. The move will cost 1,100 people to lose their jobs. Revlon accounted for just 2 percent of the companies global revenue, so the decision to leave China must have been […]