[varjag]

Nearly all passives, generic active components, and a bulk of the cheaper processes ICs are being produced in China for a while now. PCBA production is another issue, but much of it happens in China too.

Vietnam doesn't seem to be really that different from China in politics, environment or other respects. It is hard to see how moving things from China to Vietnam is an improvement.

[nabla9]

China is not the sole producer in any of these categories and not even the biggest.

Japan is still the biggest exporter of passive components.

[sarchertech]

>It is hard to see how moving things from China to Vietnam is an improvement.

It's an improvement in the way that multiple competitors are almost always an improvement. Say the world wants to pressure China to reduce CO2 emissions or release the Uighurs from internment camps, having another producer of certain critical goods weakens their negotiating position.

Also Vietnam is a lot more likely to be open to democratic reforms than China is in the foreseeable future.

>Nearly all passives

Also this is not true.