Originally Posted by Kibitzer
Absolutely not. The minute you put your own factories into the mix, you hobble your ability to quickly adapt to and exploit ever-changing technologies. Look ... Tim Cook is a manufacturing and logistics wizard. Check out his bio. That's his career background and education. Yet 10 years ago, who do you think led Apple's transition OUT OF manufacturing? That's right. Tim Cook. He is as much responsible for Apple's awesome growth and nimble technology footing as any person in the organization. Read Isaacson's book.
I still believe that Tim Cook has his limitations. What was a benefit for Apple ten years ago doesn't mean that it will be a benefit going forward. As I said, this could be Apple's Achille's heel. One CEO can give tremendous growth to a company but the quality that made that CEO tremendous can quickly become the quality that makes a company stagnate.
Companies like Samsung can put 28nm tech in a couple of its phones. They can get the yield needed for 5 or 6 million phones a quarter. Who is Apple going to be able to push hard enough, get to invest fast enough, to be able to ramp up their fab plants to get consistent yield for 30-40 million phones in a quarter.
Eventually Apple could be left noticeably behind in the tech race due to its size.
How do you fix that other than having your own fab plant.