Re:Amazon is reportedly negotiating to acquire MGM for about...
by tablespoon on Wednesday May 19, 2021 @11:38AM
(#27210174)
> Unlike most if not all other companies that outsource manufacturing. Apple still has the known how and detail view in not only the factory but the whole supply chain. They could, should they choose to, instantly assemble everything by themselves.
They can't "instantly" assemble everything by themselves at the scale they need, because almost all their infrastructure and supply chain for that is located in China. My bet is that it would take them on the order of a decade to build up alternate infrastructure and supply changes, and that's assuming the detailed knowledge they have about their processes.
This is an interesting article about how Apple's dependence has played out: https://www.nytimes.com/2021/05/17/technology/apple-china-ce....
Unlike most if not all other companies that outsource manufacturing. Apple still has the known how and detail view in not only the factory but the whole supply chain. They could, should they choose to, instantly assemble everything by themselves.
Compared to other companies, they are making design changes and working with contract manufacture, but they have no idea how those machines in production actually works.
Buying Semi or Fabs also doesn't make sense unless they intend to Fab for others.