[nebula8804]

Technically the differentiation isn't cost reduction its in shored manufacturer. That can become an important requirement as firms become more wary of IP theft and other issues.

Besides other than that what can you really differentiate in this field that isn't cost? Its a service that is standardized regardless of country. Maybe you can provide different "styles" of boards (ie. different specs) or improve the entire submit to production pipeline but thats about it.

[crote]

The pipeline is a massive one - especially for PCBA. Being able to get an instant quote and order in 5 minutes is worth a lot. Nobody wants a 2-week-long back-and-forth with sales and engineering for a basic prototype run.

[nebula8804]

I don't know how much real innovation can happen there that the Chinese haven't done. In fact the Chinese haven't really innovated, that have optimized existing processes. Think about it: If you break it down: a "2-week-long back-and-forth with sales and engineering for a basic prototype run" is the same stuff happening in the background as the "get an instant quote and order in 5 minutes"...just much faster.

Thats not the innovation I was talking about: Let me give an example. When the Xbox was being developed, there was a push within Microsoft to create a standard CD‑based game console that was a more refined version of the existing competitors. The Xbox team pushed back and said: No, you don't enter a market and just copy the incumbents. You need to do something different and differentiated. So they innovated by adding a hard drive and standard networking to every console. The addition of these components as standard in each console opened up a new paradigm of gaming with Xbox Live and was a different vision compared to what the others were offering at the time. They eventually ended up moving the market in a fundamental way.

Now, going back to manufacturing, how do we translate that to PCB manufacturing? Again, I don’t know how you could possibly truly innovate the pipeline process more than it has already been done. Even just adding an AI‑handled pipeline process, it's just further optimizing what has already been done. There may or may not be an opportunity to truly move the market but if there is, then thats something the West can do to really compete.

[Joel_Mckay]

China is a tough place to do business even for domestic small firms.

https://www.youtube.com/watch?v=FQrEDq8KPiU

>I don’t know how you could possibly truly innovate the pipeline process more than it has already been done

There are things China does well, things the US does well, and a lot of people building stuff for fun. Yet doing business in North America can be just as challenging for different "reasons". =3

[Joel_Mckay]

Consumer hardware like the iPhone would not do well when the next model is 20% slower with a 35% retail price reduction.

>what can you really differentiate in this field that isn't cost?

Don't worry about it... =3

[nebula8804]

>Consumer hardware like the iPhone would not do well when the next model is 20% slower with a 35% retail price reduction.

Yes, American companies know this already: Apple managed to ship $1000 phone even the Chinese coveted for a long while and their innovation at the time was Face ID and the applications it enabled like Memoji.

Just improving spec sheets is a race to 0 profits.

>Don't worry about it... =3

There has got to be something that can move the market as relying on China is just a mirage anyway. Those demographic issues will catch up to everyone eventually. Im not knowledgeable enough to know what this magical innovation will be. (or else I'd pull my savings and get into the business :P )

[Joel_Mckay]

>Just improving spec sheets is a race to 0 profits.

If and only if people chase the low-margin markets. Some people want the best value they can afford, and the ones that don't usually are not worth the sales effort.

Note, most current Apple products are just information-appliances tied to their media service businesses.

>Im not knowledgeable enough to know what this magical innovation will be

Whatever a unique imagination comes up with will probably be just as good or better. Don't worry about it... =3

[nebula8804]

I think you're doing Apple products a big disservice. This is a company that produces a lot of very polished products that don't directly tie into the services, for example the AirPods and the Apple Watch and even their computers continue to drag the industry kicking and screaming into some sort of minimum expectation of performance and efficiency. If you look at just their phone or their Apple TV products, fine that makes sense.

But even if you do just look at their phone,tablet and TV sales, it's not entirely a great argument because Apple is not actually prioritizing services as much as their hardware and although those services constitute a decent percentage of their sales, they are still way below the hardware sales. So you could argue that their service business is a complement to their excellent hardware.

>Whatever a unique imagination comes up with will probably be just as good or better. Don't worry about it... =3

You seem to have a similar very consistent style of speaking in all your comments. I don't know if I am conversing with an AI or not. If not I apologize for the accusation. Take care for now... =3

[Joel_Mckay]

>I don't know if I am conversing with an AI or not

I take time to chat with people in good faith, and while I have authored several ML Patents it would be disrespectful to poison discourse with slop.

My point was Apple shifted into an integrated media service business years ago, and few other firms were able to give consumers the same value due to Jobs early work securing a content portfolio. It is not just the gadgets that drive their revenue model.

Have a great day, =3

[nebula8804]

Ok again, I apologize for the accusation. It is getting more difficult to discern between AI and non-AI and normally I just let it be but the strange pattern I see with your comments made me pause.

I am in agreement with your thesis, im just not convinced that it is their main priority at this time. A company like Sony would also match your description and more so than Apple.