China's Coronavirus will impact Apple's business - but how much is unknown

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  • Reply 21 of 27
    spice-boyspice-boy Posts: 1,454member
    lkrupp said:
    Fatman said:
    The US needs to get manufacturing the hell out of that whole region  - Chinese tariffs, communist government, pollution, horrendous labor practices now diseases, Even other Asian countries like Japan have government issues, tsunami/earthquakes - bring it back home Apple!
    Are you willing to pay double for your tech and clothing?
    Or what is actually should cost being made without slave labor? 
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  • Reply 22 of 27
    GeorgeBMacgeorgebmac Posts: 11,421member
    spice-boy said:
    lkrupp said:
    Fatman said:
    The US needs to get manufacturing the hell out of that whole region  - Chinese tariffs, communist government, pollution, horrendous labor practices now diseases, Even other Asian countries like Japan have government issues, tsunami/earthquakes - bring it back home Apple!
    Are you willing to pay double for your tech and clothing?
    Or what is actually should cost being made without slave labor? 

    Walmart doesn't assemble iPhones. 
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  • Reply 23 of 27
    sirozhasirozha Posts: 801member
    iPhones can absolutely be assembled in the US, and the manufacturing costs could be very similar to what they are now. The secret sauce is the robotic assembly. It would take a lot of investment on Apple's part to make this happen, but Apple has the cash for it. In the process of figuring out how to assemble iPhones with robots, Apple may become a major provider of robotic assembly tech to other companies as well, and thus have another source of revenue.  
    edited January 2020
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  • Reply 24 of 27
    GeorgeBMacgeorgebmac Posts: 11,421member
    sirozha said:
    iPhones can absolutely be assembled in the US, and the manufacturing costs could be very similar to what they are now. The secret sauce is the robotic assembly. It would take a lot of investment on Apple's part to make this happen, but Apple has the cash for it. In the process of figuring out how to assemble iPhones with robots, Apple may become a major provider of robotic assembly tech to other companies as well, and thus have another source of revenue.  

    So who builds and maintains the robots? 
    China passed us by on many fronts.  It's not just a matter of cheap labor -- there are multiple facets to it including not just a cheaper work force but a better one -- they are way ahead of us on education (I think we're like 17th or something).

    Stuff is made over there because they not only do it cheaper, but better and faster.
    Stuff will be made here when we can do it better, faster and cheaper again.  We used to.  Hopefully we can again.
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  • Reply 25 of 27
    fastasleepfastasleep Posts: 6,480member
    GeorgeBMac
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  • Reply 26 of 27

    The U.S. markets are not only reaching the "irrational exuberence" stage but are no longer based on fundamentals but on artificial fiscal and monetary stimuli.  The latest surge was based on the thinking that the final risk factors had faded away and there was no longer anything holding it back.   So, naturally, investors will be highly sensitive when they see a risk factor pop up and will tend to over respond.

    Right now the PE ratio of the S&P500 is over 24 when its median is below 15 -- meaning it could be over-valued by half -- while GDP chugs along at the same 2% its been at for the past 10 years.  Investors should be nervous.
    I’ve always wondered about that. As the population doubles shouldn’t the average PE double with the laws of supply and demand?

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  • Reply 27 of 27
    GeorgeBMacgeorgebmac Posts: 11,421member
    microbe said:

    The U.S. markets are not only reaching the "irrational exuberence" stage but are no longer based on fundamentals but on artificial fiscal and monetary stimuli.  The latest surge was based on the thinking that the final risk factors had faded away and there was no longer anything holding it back.   So, naturally, investors will be highly sensitive when they see a risk factor pop up and will tend to over respond.

    Right now the PE ratio of the S&P500 is over 24 when its median is below 15 -- meaning it could be over-valued by half -- while GDP chugs along at the same 2% its been at for the past 10 years.  Investors should be nervous.
    I’ve always wondered about that. As the population doubles shouldn’t the average PE double with the laws of supply and demand?


    No, there's no connection.
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