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Technology Stocks : Apple Tankwatch
AAPL 259.35+0.1%Jan 9 3:59 PM EST

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To: Cogito who wrote (16334)1/31/2012 8:42:13 AM
From: Eric L  Read Replies (2) of 32692
 
Mobile Phone Manufacturing Facts ...

Hello Allen,

<< Could it that the other electronic firms don't have the slave labor issues? ... No, it couldn't be. Because they use the same factories. That's pretty well established. >>

That is NOT what is well established.

While they do rely on ODM and EDM contractors in China, Taiwan, India, Braziland elsewhere (Foxconn, China Tech Faith, BYD etc.) to supply componentry, the 3 largest manufacturers of mobile phones in unit terms -- i.e. Nokia, Samsung, and LGE -- all manufacture, assemble, and do final test and ship in their own facilities for the vast majority of the product they manufacture. Nokia has 10 global manufacturing facilities with 2 in China. Beijing is a showplace. They just closed and sold Romania, and will open Vietnam shortly.

Message 26305846

Message 27213218

Message 25764647

Samsung has 7 with 3 in China.

Message 26742357

Message 27051180

Very often component contractors have collocated in the same industrial complex.

This in sharp contrast to Apple which contracts all manufacture.

Regards,

- Eric -
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