Apple: Next stop is Vietnam

From CNBC, channeling Nikkei Asian Review:Apple is reportedly starting to build some of its AirPods in Vietnam“…

Apple is shifting some of its AirPods production to Vietnam this quarter, the Nikkei Asian Review reported Friday.

Roughly 30%, or 3 million to 4 million, of the company’s classic AirPods will be produced in Vietnam rather than China, according to the report. The move will continue to diversify Apple’s supply chain, a process it began to accelerate in the past year due to U.S.-China trade tensions.

My take: That was fast.


  1. Fred Stein said:
    Great news for many reasons.

    Did a quick search. Dec 2018, South China China Morning Post reported that Foxconn was talking with Vietnam to diversify manufacturing.

    May 8, 2020
  2. Gianfranco Pedron said:
    Nikkei Asian Review: The production relocation does not yet include AirPods Pro …

    Both pairs of AirPods Pro I received mid April indicate “Made in Vietnam” on the boxes.

    May 8, 2020
  3. Jerry Doyle said:
    This news comes as of little surprise. Various Southeastern Asian countries have proactively offered multinationals incentives to relocate their manufacturing supply chains to their respective countries. Vietnam is one of the countries that has been most aggressive in reaching out to multi-nationals to relocate to Vietnam’s ample supply of competent and lower cost competitive workforce. India is the other country in the mix, but India’s over burdened regulatory environment in a pure democracy is an obstacle that multi-nationals and the Indian central government find difficult to overcome, whereas the authoritarian Communist Party of Vietnam (CPV) snaps a finger to clear the path for easy access and immersion of multinationals to relocate their operations to the Southeast Asian Indochinese Peninsula.

    May 8, 2020
  4. Jerry Doyle said:
    Of all the Southeast Asian nations competing for multinationals to relocate to their respective countries, I believe deeply that Vietnam will be the winner.

    The Communist Party of Vietnam (CPV) is emulating the path China pursued the last three decades to propel its’ economy into a super powerhouse.

    Vietnam remains officially committed to socialism as its defining creed, but its economic policies have grown increasingly capitalistic. The “Economists” characterized Vietnam’s leadership as “ardently capitalist communists.”

    Additionally, with Vietnam feeling threatened by its next door neighbor, China, the CPV is reaching out to the US and European countries for establishing better diplomatic and foreign relations and of course, embracing foreign companies from those countries is a huge successful leap in establishing successful ties while propelling Vietnam into a fully developing nation.

    May 8, 2020
    • Fred Stein said:
      Good points.

      There are two mega trends.

      The migration of manufacturing. Most of ua remember when, OMG, Japan had become a leading manufacturer. Later the Japanese worried because South Korea emulated their approach. Actually it did hurt the Japanese economy a lot. Southeast Asia and India see the light.

      We’re also seeing the “ism’s” collapse under their own weight. All of them come a time long ago. None fit the world today very well. We can hope that facts and scientific thinking will help us in the future.

      May 9, 2020
  5. Steven Philips said:
    “Next stop is Vietnam.”
    Send your AirPods home in a box? 🙂

    May 8, 2020
  6. Mordechai Beizer said:
    Well, come on all you big strong men,
    Uncle Tim needs your help again,
    He’s got himself in a terrible jam,
    Needs some help from Vietnam.
    So pack up your tools, pick up some chips
    There’s lots of work that needs be done.

    With apologies to Country Joe and The Fish

    May 8, 2020

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